Investment Analyst

Who We Are

ArchBridge Family Office (formerly The St. Louis Trust Company) is a multi-family office and trust company that serves multi-generational families with complex wealth. Our philosophy is straightforward; focus on our clients, put them first and always better our service. We provide holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. We serve a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios. Each client family is different, and so are we.

Responsibilities

• Prepare and maintain portfolio reports and analytics using Addepar, FactSet, Morningstar Direct and PitchBook
• Conduct quantitative analysis on public equity portfolios including performance attribution, holdings review, and peer comparison
• Support the evaluation and ongoing monitoring of public market investment managers
• Research investment topics and translate findings into clear, client-ready materials
• Organize materials for Investment Committee meetings, manager interviews, and client reviews
• Clock inbound client team requests and coordinate responses alongside senior investment team members
• Support longer-term projects including manager due diligence, portfolio construction analysis and internal research

Qualifications

• Bachelor's degree required; concentration in finance, economics, or a related field preferred
• Prior experience in an investment firm or financial services environment with exposure to asset management, manager research, financial planning and/or investment consulting disciplines
• Pursuing or planning to pursue the CFA, CAIA or comparable investment credential
• Strong critical thinking and problem-solving abilities/resourcefulness
• Self-starter with demonstrated initiative and proven project ownership skills
• High level of proficiency with Excel and PowerPoint
• Familiarity with Addepar, FactSet, Morningstar Direct and/or PitchBook
• Experience with Asana, SalesForce, PowerBI or SharePoint considered a plus

Benefits

• Competitive compensation with bonus potential
• 401(k) with Company match and profit sharing
• Comprehensive benefits package including medical, dental, vision and FSA/HSA
• Generous Paid Time Off (PTO)
• Support for professional development through training and certifications including CFA/CAIA study materials and exam fees
• Cell phone reimbursement
• Company-paid parking