To: UCLA seniors, master’s degree candidates, and recent graduates


Subject: Very attractive Financial Analyst positions for UCLA students and grads

Portola Partners, a large*, independent wealth-management firm, welcomes seniors, non-MBA master’s degree candidates, or recent UCLA graduates to apply for very attractive Financial Analyst positions based in Silicon Valley (Menlo Park) for a July 2021 start.  Please feel free to share this information with UCLA friends who might be interested.

Students may learn more by visiting us online at www.portolapartnersllc.com.  We will conduct first round video interviews on October 13th.  This position is posted on Handshake, and we invite students to submit resumes and interview materials prior to October 4th. 


Portola Partners provides sophisticated investment advice and integrated comprehensive planning to respected families, foundations, and endowments, many of whom have made significant contributions to the world.  Our business model allows us to do what is right for our clients.  Careful to minimize conflicts of interest with our clients, we neither sell products nor receive commissions. We grow through word-of-mouth referrals; no one on our team engages in any cold-calling activities. 

We welcome candidates who wish to join a close-knit team with a high degree of camaraderie, collaboration, mentorship, and professional standards.  We give substantial early responsibility and client contact to Financial Analysts.  We provide many opportunities for learning, enrichment, and career development.  We are committed to a healthy work-life balance, and our Financial Analysts work significantly fewer hours than analysts in comparable positions.  Nevertheless, compensation is highly competitive with top-tier banks and consulting firms.  Our team’s past Financial Analysts have a compelling track record of gaining admission to top-tier business schools.

We hope to hire truly great team players who have the potential to become partners in our organization in the future.  We seek colleagues who are highly ethical, empathetic, team-oriented, analytical, motivated, and intellectually curious.  Ideal candidates will possess great interpersonal skills, excellent judgment, broad problem-solving skills, and a professional, service-oriented demeanor.

Thank you very much for your interest.

Steve Rehmus

* Approximately: $4.5 billion of assets under management, $9+ billion of aggregate client net worth, and 30 professionals with strong values 

Steve Rehmus

Portola Partners | www.portolapartnersllc.com 1550 El Camino Real, Suite 200 | Menlo Park, CA 94025 | Phone 650-289-1114 | srehmus@portolapartnersllc.com