Business Analyst - Strategic Initiatives - Seattle, WA

Freestone is an independent wealth advisor to select individuals, high net worth families and institutions with offices in Seattle, Portland, San Francisco and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at

Freestone is searching for qualified candidates to join our team as a Business Analyst supporting strategic initiatives that will span the following critical areas of the firm:  Client Advisory, Finance, Operations and Technology.  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. 

Job Responsibilities

  • Serve as the primary analyst for the majority of Freestone’s strategic initiatives, which are defined on an annual basis.  Sample recently completed initiatives include:

    • Design and execute a centralized data mart and web-based corporate dashboard infrastructure

    • Design, test & implement a proprietary multi-module billing and profitability application

    • Redesign, document and test a Business Continuity Program

    • Create and implement best practices for the firm’s CRM and Portfolio Accounting systems

    • Aggregate performance analysis associated with critical business relationships

  • Identify opportunities for increased efficiency; develop and present related implementation plans

  • Serve as the domain expert for Freestone’s CRM and Billing solutions, including troubleshooting, training & rollout of best practices

  • Serve as the primary analyst for the continued buildout of Freestone’s internal dashboard infrastructure

  • Perform operational reviews across Freestone’s critical areas to introduce efficiency and repeatability

  • Perform ROI and financial forecasting analysis for new Freestone business opportunities

  • Directly manage important firm initiatives to successful and timely execution


  • Bachelor’s degree in finance, accounting or business management preferred; other degrees will be considered

  • 2+ years of experience in project management or business analysis/consulting preferred, with preference given to candidates who also have financial services industry experience


  • Outstanding client service and interpersonal skills

  • Ability to independently manage multiple responsibilities and changing priorities

  • Ability to drive initiatives throughout the organization

  • Strong problem-solving and research skills

  • Capacity to learn and excel at day-to-day responsibilities and contribute to driving process improvement, standardization and automation

  • Strong time management and organizational skills

  • Exceptional listening, written and verbal communication skills


  • Commitment to producing high quality work product

  • Capacity and passion for being part of a fast-growing, small office environment

  • Pro-activity and creativity in identifying issues, solutions and opportunities for efficiency

  • Team oriented with the ability to build relationships and earn the respect of others

  • Heightened attention to detail - must be meticulous and consistently accurate

  • High level of motivation; strong work ethic; proactive and results oriented

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.

Ready to get started? Contact a Client Advisor