Operations, Analyst

Who We Are 

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with over $12 billion in assets under advisement. Headquartered in Washington, with a team of over 115 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.  

About the Role

We are looking for an Analyst that is ready to join our team in Seattle. Under the guidance of more seasoned teammates, you will provide operational support across all teams within the organization. You should be comfortable communicating with a diverse set of people and be excited about solving problems. If you’re excited to learn fast and make an impact, we want to hear from you. 

This is an on-site, full-time role based in Seattle, Washington.

Key Responsibilities:

• Operational Support 
• Deliver excellent operational service across departments: Client Advisory, Client Service, Compliance, Investments, and Accounting 
• Assist with Freestone’s operational workflows and identify opportunities for automation and process optimization 
• Support the Limited Partnership (LP) ticketing process end-to-end, including ongoing LP transfers and active fund launches 
• Administer the Client Portal, ensuring timely posting of relevant documents
• Reporting and Data Management 
• Provide firmwide portfolio performance expertise across asset classes to ensure reporting consistency and accuracy 
• Support the delivery of quarterly client reporting and assist with Freestone’s monthly composite reporting 
• Process private investment statements to offer a comprehensive view of client portfolios. 
• Research and resolve ad hoc issues related to client-facing reporting and operational applications 
• CRM and Systems Expertise 
• Become a subject matter expert in Tamarac Reporting 
• Become a subject matter expert in Practifi CRM 
• Troubleshoot and support operational systems to resolve issues efficiently 

Qualifications & Skills:

• Bachelor’s degree in finance, economics, accounting, or business management; other degrees will be considered
• 2-5 years of experience in the financial services industry preferred
• Proficient in Microsoft Excel
• Experience with Tamarac and SQL preferred, but not a requirement
• Team oriented character with an exceptionally strong work ethic
• Interested in starting a career in Financial Services
• Solid understanding of investment performance measurements and statistics
• Ability to handle confidential information with discretion and integrity
• Demonstrated outstanding client service and interpersonal skills
• Exceptional listening, written and verbal communication skills
• Ability to independently manage multiple responsibilities and changing priorities
• Strong time management and organizational skills
• Self-starter with close attention to detail
• Strong problem-solving and research skills
• A commitment to consistently producing a high-quality work product
• Treats others in a humble and kind manner

Why Join Us? 

• The expected base salary for this position is $78,000 – $90,000 depending on experience and skill set  
• In addition, the position may be eligible for a discretionary bonus based on company and individual performance   
• Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending 
• Generous paid time off—17 days of vacation, plus 10 paid holidays, Summer Fridays
• Meal perks, company events, team celebrations, and more 
• A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow 

Our Core Values 

• Commitment: You bring passion, integrity, and energy to everything you do 
• Collaboration: Working together makes us stronger, smarter, and more innovative 
• Continuous Improvement: We’re all about growth—both for our clients and ourselves 

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. 

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. 

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