Jobs at Freestone Capital Management

Private Equity Analyst supporting investment sourcing, pipeline management, opportunity underwriting, fund operations, portfolio reporting, financial modeling, liquidity forecasting, and Investment Committee materials. The role conducts market research, maintains relationships with investment partners and intermediaries, prepares client and external reports, and supports portfolio management projects. Candidates should have financial services experience, strong Excel and PowerPoint skills, excellent communication, strong organization, and an interest in private markets.

The Marketing Coordinator supports social media planning and content publishing, marketing collateral updates, presentation and advertisement development, digital advertising coordination, events, and client gifting. The role monitors campaign performance, maintains brand consistency and marketing repositories, collaborates with internal teams and external agencies, and manages multiple deadlines with strong organization, communication, creativity, and attention to detail.

The Client Advisor role involves developing client relationships, providing financial planning, collaborating with partners, and mentoring junior staff.

Provides operational support across client advisory, service, compliance, investments, and accounting teams. Manages client paperwork, supports quarter-end processes, resolves operational issues, and improves onboarding and documentation workflows. The role will develop expertise in Tamarac Reporting and Practifi CRM while using Excel, SQL, Claude, and automation tools to streamline processes and build AI-enabled workflows with appropriate quality controls.