General Catalyst
Senior Analyst, Portfolio Manager - GC Wealth
San Francisco, CA | Bellevue, WA · Senior
Sponsorship not specifiedDetected 72 days ago
HubSpotProcess ImprovementResearchLeadershipCommunicationProblem SolvingMentoring
About the role
- We are seeking an experienced Senior Analyst to join our GC Wealth team.
- The Senior Analyst is a core member of the GC Wealth investment team, driving portfolio research and analysis across asset classes and leading client-facing investment reporting.
Responsibilities
- Collaborate with other Analysts, Senior Analysts, Wealth Managers and Relationship Managers to establish strategic direction for client ongoing investment portfolio management
- Develop and refine dashboards and other analytics for internal and external review utilizing investment research and artificial intelligence tools
- Oversee, mentor, and develop Analysts and other team members
- Collaborate with Chief Investment Officer to participate in strategic research and portfolio evaluation initiatives
Requirements
- Bachelor's degree in Finance, Economics, Business, or related field
- Minimum 5+ years experience in investment management
- The ideal candidate brings deep knowledge of multi-asset portfolio management, custodial operations and an understanding of the tax and estate planning considerations that high net worth clients navigate.
- Strong quantitative and academic portfolio management knowledge
- Proven ability to manage multiple priorities and deliver exceptional service
Nice to have
- CFA strongly preferred
Skills
- Strong analytical and communication skills
- Demonstrated leadership and mentoring skills with a collaborative team approach
- Excellent attention to detail, communication, and problem-solving skills
Benefits
- Manage equity and fixed income investments across accounts including management of cash positions and client liquidity and income needs
Company info
- General Catalyst is a global investment and transformation company that partners with the world's most ambitious entrepreneurs to drive resilience and applied AI. We support founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and beyond.
- With offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto.
- GC Wealth serves as an independent wealth and asset management business serving high net worth individuals, family offices, foundations and not for profit organizations.
- General Catalyst is a global investment and transformation company that partners with the world's most ambitious entrepreneurs to drive resilience and applied AI.
- We support founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and beyond.
Apply directly at General Catalyst →Create a free account for alerts like thisView General Catalyst immigration profile
This listing is sourced directly from General Catalyst's careers page and normalized into a canonical job model.