About Ballentine Partners
Ballentine Partners is an independent, fee-only multi-family office with more than four decades of experience helping high-net-worth families navigate the full complexity of their financial lives. We serve clients not just as investment advisors, but as trusted long-term partners, offering a deeply human, holistic approach to wealth management grounded in objectivity, integrity, and respect.
Recognized as a Barron’s Top 100 RIA Firm for three consecutive years and named one of Financial Planning’s Best Places to Work in Money Management for 2025, as well as a 2026 America’s Best Workplaces Award recipient, we’re proud that our culture speaks for itself. Our flat structure, collaborative team, and genuine investment in professional development make Ballentine a place where talented people build lasting careers.
The Opportunity
As a Portfolio Analyst, you’ll work directly alongside Senior Portfolio Managers and Senior Investment Advisors contributing meaningfully to portfolio construction, asset allocation, and the execution of sophisticated investment strategies for ultra-high-net-worth client families.
The two defining priorities of this role are learning and developing. We invest in people who are genuinely curious and hungry to grow. You'll be working alongside experienced professionals who share what they know, and building toward a clear path of advancement within the firm.
What You’ll Do
- Begin constructing trade plans for client accounts, developing hands-on fluency in portfolio execution
- Monitor cash flows, positions, trades, and significant asset transfers across client portfolios
- Collaborate with custodians, investment managers, and other professional contacts on behalf of our clients
- Prepare client-ready materials, performance reports, presentations, and analyses, that reflect the standard our families expect
- Take initiative independently and contribute to a team known for sharing knowledge and raising each other up
What We’re Looking For
- Bachelor’s degree in economics, finance, mathematics, or a quantitative science
- 1-3 years of relevant experience preferred (exceptional recent graduates with strong fundamentals are welcome to apply)
- Familiarity with investment philosophy, process, and portfolio construction concepts preferred
- Strong analytical and quantitative skills with an instinct for working through complex problems
- A client-first orientation and the interpersonal presence to represent our firm with confidence
- Clear written and verbal communication skills, including the ability to present to clients and colleagues
Why Ballentine Partners
Our people consistently describe the same things about working here: smart, caring colleagues; a flat open-door structure where ideas get heard; and an environment that genuinely accelerates your career. A few highlights:
- Barron’s Top 100 RIA Firm
- Financial Planning Best Places to Work in Money Management (2025)
- 2026 America’s Best Workplaces Award recipient
- Flat, matrixed structure
- Genuine career growth
- An inclusive, team-oriented culture
