Associate, Client Advisory at PathStone

Pathstone is hiring a Client Advisory Associate in its San Francisco office to support high-net-worth family and institutional investment portfolios. The role involves portfolio reporting, financial analysis, client presentations, transaction coordination, client service, and learning about asset allocation, investment managers, and risk management. It is a two-year entry-level position with potential extension into a Senior Associate role, requires a bachelor’s degree and less than two years of work experience, and offers a starting base salary of $65,000–$90,000 per year. Visa sponsorship is not available.