Jobs at Freestone Capital Management

Supports Freestone’s public markets investment platform through asset class and manager research, portfolio and holdings analysis, investment diligence, client and advisor materials, CRM maintenance, reporting, and other investment-process activities under portfolio manager direction.

Provides operational support across client advisory, service, compliance, investments, and accounting teams. Manages client paperwork, supports quarter-end processes, resolves operational issues, and improves onboarding and documentation workflows. The role will develop expertise in Tamarac Reporting and Practifi CRM while using Excel, SQL, Claude, and automation tools to streamline processes and build AI-enabled workflows with appropriate quality controls.

Wealth Management Interns support Client Advisory Teams through operational and administrative assistance, project coordination, account documentation, marketing materials, client data organization, and CRM reporting. Interns receive training in financial planning, investments, and client service, and may present investment and planning recommendations based on real-world client situations. The internship runs for at least nine weeks during summer 2027 and is intended for rising seniors pursuing a Finance degree.

Wealth Management Interns support Client Advisor Teams with administrative operations, project tracking, account documentation, marketing materials, client data organization, and CRM reporting. Interns receive training in financial planning, investments, and client service, with potential opportunities to present investment and planning recommendations. The role requires strong organizational, communication, analytical, and client service skills, plus the ability to manage multiple priorities independently.

Supports Freestone’s investment platform through financial modeling, valuation, investment and industry research, portfolio analysis, due diligence, reporting, and CRM maintenance. The intern works under portfolio manager guidance across equities, fixed income, hedge funds, real estate, and private equity, communicating findings to clients and investment committees. The summer program includes training, networking, and potential long-term employment opportunities.

Supports market and portfolio analysis across equities, fixed income, and alternative investments. Develops market commentary, investment updates, strategy reviews, charts, and client-facing materials. Researches portfolio questions, investment products, competitive trends, and industry developments while participating in Investment Committee and portfolio manager meetings.

Summer operations internship supporting process improvement, CRM and file administration, data analysis, and financial reporting. The intern will work with technology, large datasets, reporting tools, and cross-functional operations projects under leadership direction. Responsibilities include identifying workflow efficiencies, analyzing trends, maintaining records, answering Tamarac Reporting questions, and providing additional team support.

Oversee equity and fixed income portfolio construction, performance, and research; recommend strategy changes to the Investment Committee; mentor junior team members; conduct manager due diligence and research; liaise with trading, client advisory, operations, compliance, and marketing; support sales and client communications; manage third-party SMA relationships.

Develop and maintain client relationships, provide holistic investment planning, collaborate with other advisors, and mentor junior associates while achieving growth in a supportive environment.

Build and maintain integrations and automations connecting CRM, Microsoft 365, e-signature, custodial/banking systems and reporting. Use LLMs (Claude) and automation tools to extract, process, and verify document-heavy workflows with human-in-the-loop review, monitoring, and auditability, within security and compliance frameworks. Partner across teams and help set AI/automation standards.