Who We Are
We 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 $13 billion in assets under advisement. Headquartered in Washington, with a team of over 120 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 seeking a Business Analyst to support key firm strategic initiatives. Successful candidates for this position will have a demonstrated track record of educational and professional achievement, strong people skills and a passion for analysis and introducing transformational solutions that provide immediate impact to the business.
- Analytics & Reporting
- Support firmwide reporting functions and contribute to operational success
- Conduct in-depth analyses across advisor teams to inform strategic decisions
- Aid in the buildout and refinement of Freestone’s dashboard infrastructure
- Communications & Presentations
- Develop and deliver impactful presentation materials, primarily related to our strategic business partnerships
- Ensure all materials are polished, professional, and effectively communicate key initiatives
- Strategic Initiatives & Project Management
- Conceptualize and build financial and operational models to evaluate growth opportunities
- Lead high-impact firm initiatives through effective project management and execution
- Perform operational reviews across critical areas to identify efficiencies and introduce scalable processes
Qualifications and Skills:
- Bachelor’s degree in finance, accounting, economics, data science, statistics, informatics, business management preferred; Other degrees will be considered
- 2-5 + years of experience in project management, business analysis/consulting; financial services experience preferred
- Experience with Tamarac products and/or Salesforce is a plus
- Strong problem-solving, research, and analytical abilities, including financial modeling
- Proficiency in Excel and PowerPoint; familiarity with SQL, Power BI, and SharePoint
- Exceptional communication and interpersonal skills; proven ability to influence stakeholders and build relationships
- Excellent time management, organizational skills, and attention to detail
- Ability to manage multiple priorities, adapt in a fast-paced/ambiguous environment, and know when to escalate issues
- Commitment to high-quality work, process improvement, and driving initiatives across the organization
- Team-oriented, proactive, and results-driven with a strong work ethic
- Humble, kind, and motivated with curiosity and a passion for continuous learning
Why Join Us?
- The expected base salary for this position is $80,000 to $120,000 depending on experience and skill set. In addition, the position is 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.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.
Top Skills
What We Do
Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families. We offer a full suite of services to help protect, grow and
transfer your wealth and address all aspects of your financial life, giving you the freedom to focus on what truly matters.
