Senior Analyst, Wealth Investing Strategy

The Senior Analyst at General Catalyst’s GC Wealth team plays a crucial role in portfolio research and analysis. This position involves collaborating with Wealth Managers to shape investment strategies and provide insightful updates to clients. The ideal candidate will have a strong background in investment management and a passion for working with high net worth clients. What You’ll Do Conduct research and analysis on portfolio holdings across various asset classes Oversee estate planning and tax strategies for high net worth clients Generate performance and balance sheet reports for clients Collaborate with team members to manage client investment portfolios Provide regular market and portfolio updates to clients Mentor and develop junior analysts Identify opportunities for process improvement using AI What You Need Bachelor’s degree in Finance, Economics, Business, or related field 5+ years of experience in investment management CFA strongly preferred Strong analytical and communication skills Proven ability to manage multiple priorities Demonstrated leadership and mentoring skills Excellent attention to detail and problem-solving skills What You’ll Love Be part of a dynamic investment team with a focus on innovation Work closely with experienced Wealth Managers and a Chief Investment Officer Engage in meaningful client interactions and strategy discussions Opportunity to mentor and lead junior team members #J-18808-Ljbffr General Catalyst Partners