Whittier Trust Company
The Investment Analyst supports Portfolio Managers by preparing client reports, conducting portfolio analysis, researching markets and securities, and assisting with trade input. The role requires strong analytical, Excel, and communication skills and offers mentorship from senior team members.
Less complexity. Boundless possibilities with Whittier Trust. Tailored strategies for high-net-worth individuals, families, businesses, and foundations. SPEAK TO AN ADVISOR Who We Are Your Partner in Multigenerational Wealth Management At Whittier Trust, we have been guiding individuals, families, and foundations toward financial success for over 35 years. Who We Are Your Partner in Multigenerational Wealth […]
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Whittier Trust Company.
Right around the average for this role