Portfolio Solutions Associate

Our Firm Companies and investment firms built today are scaling faster than at any time in history, but the founders and investors building the defining businesses of our era face a paradox: the more value they create, the faster the demands and complexity of their own financial lives compound. Santa Barbara Management was founded by a small group of accomplished business builders and investors who lived this problem first-hand and decided to solve it. To make this vision a reality, we have reimagined the family office experience from first principles, relentlessly questioning industry norms. At Santa Barbara Management, we engineer wealth for exceptional builders and their families. Our innovative model has been painstakingly designed to deliver a fully-integrated, client-aligned solution that combines investments, tax, trusts and estates, financial operations, and strategic finance under one roof, within one team. Today, we serve some of the most accomplished founders and investors of our time — and we're just getting started. The Role The Portfolio Solutions Associate is crucial to the larger Portfolio Solutions team and will directly support the Portfolio Manager. They will sit alongside the manager in the full arc of client relationships: onboarding, consolidated reporting, scenario modeling, asset allocation, and account maintenance. You'll work across SBM’s internal workflow tools (Notion, Google Workspace, etc.) and SBM's outside platforms — Quantinno, AQR, Canopy, and Schwab — to keep each client's financial picture complete and current. Portfolio Solutions is our newest firm offering and focuses exclusively on the investment needs of our clients. The team provides high-touch, comprehensive financial planning, portfolio design and implementation across our client’s entire balance sheets. This is an emerging team and the Associate will have direct influence in building the playbook and workflows to execute incredible client service. What You'll Do Deliver on the Details Collect and organize each client's bank statements, account balances, investment cost bases, expense estimates, estate plans, and entity structures into one complete, accurate financial picture Build accurate, clear client reporting inside Riviera, the tech platform and command center for wealth we've built in-house Prepare the data behind quarterly client reporting, holding accuracy to the highest standard Perform ad hoc analysis and reporting on behalf of clients and internal teams Anticipate the needs of our clients and take action without explicitly being asked Asset Allocation