Freestone Capital Management · 14 hours ago
Operations Analyst
Seattle, WA
Full-time
Onsite
Entry Level
$80K/yr - $100K/yr
1+ years expFreestone Capital Management is an independent wealth and asset management firm with a strong focus on delivering personalized client experiences. They are seeking an early career Operations Analyst to provide operational support across various teams, ensuring efficient processes and excellent service. The role involves tasks such as supporting billing operations, administering the client portal, and optimizing operational processes.
Financial ServicesVenture Capital
Responsibilities
Provide excellent operational service and support to all of Freestone’s departments: Client Advisory, Client Service, Compliance, Investments, and Accounting
Support the LP ticketing process from start to finish including ongoing LP transfers and active fund launches
Assist with billing operations, including fee calculations, reviews, and issue resolution
Become a subject matter expert in Tamarac Reporting and Practifi CRM
Process private investment statements to provide clients with a comprehensive view of their overall portfolio performance
Administer Freestone’s Client Portal, including the timely posting of relevant documents
Support Freestone’s quarter-end processes with precision and efficiency, including the successful delivery of quarterly client reporting
Seek opportunities to streamline and optimize Freestone’s operational processes; automate workflows whenever possible
Provide firm wide portfolio performance expertise across all asset classes and account types to ensure reporting consistency and accuracy
Research and resolve ad hoc operational issues surrounding client-facing reporting and Freestone’s operational applications
Qualification
Required
Bachelor's degree in finance, economics, accounting, or business management; other degrees will be considered
1-3 years of experience in the financial services industry preferred; exceptional recent graduates will also be considered
Proficient in Microsoft Excel
Team oriented character with an exceptionally strong work ethic
Approachable, personable team player who treats others in a humble and kind manner
Strong problem-solving and research skills
Interested in starting a career in Financial Services
Solid understanding of investment performance measurements and statistics
Ability to handle confidential information with discretion and integrity
Demonstrated outstanding client service and interpersonal skills
Exceptional listening, written and verbal communication skills
Ability to independently manage multiple responsibilities and changing priorities
Strong time management and organizational skills
Self-starter with close attention to detail
A commitment to consistently producing a high-quality work product
Preferred
Experience with SQL preferred, but not a requirement
Benefits
Comprehensive benefits, including medical, dental, vision, and prescription coverage
401(k) matching
Life and disability insurance
Parental leave
Flex spending
Generous paid time off—17 days of vacation, plus 10 paid holidays, Summer Fridays
Meal perks
Company events
Team celebrations
A collaborative, fun, and supportive culture where you’re encouraged to innovate and grow
Company
Freestone Capital Management
Freestone Capital Management is an investment management company specializing in wealth planning and asset management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matthew Tigert, CIMA®
Chief Operating Officer
Andrew W. Erisman, CIMA®, Partner
Partner - Client Advisor
Recent News
2025-10-02
Company data provided by crunchbase