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 www.freestonecapital.com.

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 defined subset of Freestone’s strategic initiatives, which are defined on an annual basis.  Sample recently completed initiatives include:

    • Design and execution of a centralized data mart and SharePoint-based corporate dashboard infrastructure

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

    • Redesign, documentation and testing of Freestone’s detailed Business Continuity Program

    • Creation and implementation of best practices for the firm’s CRM and Portfolio Accounting systems

    • Aggregate performance analysis associated with critical business relationships

  • Direct support of Freestone’s Business Development activities including:

    • The aggregation and analysis of quarterly performance data associated with Freestone’s core referral relationships

    • Tracking and assignment of inbound prospects

  • 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

  • General support of Freestone’s Technology operations and initiatives

Education/Experience

  • Bachelor’s degree in finance, accounting, economics 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

Competencies

  • Outstanding client service and interpersonal skills

  • Facility with SQL, Power BI and SharePoint

  • 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

  • Experience with Tamarac products a plus

Characteristics

  • 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

If you would like to be considered, please submit your resume to: HR@freestonecapital.com

For hardcopy resumes, please mail to:

Freestone Capital Management, LLC

Attn: Human Resources

701 5th Avenue, Suite 7400

Seattle, Washington 98104

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.

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