Bachelor's degree in Finance, Economics, Accounting, or related field
2-4 years of experience in financial analysis or wealth management
Exposure to portfolio construction and asset allocation preferred
Strong analytical and quantitative problem-solving skills
High proficiency in Microsoft Excel and financial analysis tools
Interest in pursuing CPA, CFP, or other financial designations encouraged
Responsibilities
Support Advisors in creating comprehensive financial plans for Ultra High Net Worth clients
Assist with estate planning, tax planning, and philanthropic initiatives
Prepare financial analyses and client meeting materials
Respond to client requests and assist with financial questions
Coordinate with external professionals to support client planning
Assist with family office services like bill pay and cash flow management
Monitor client financial information and ensure accuracy of records
Benefits
Discretionary Bonus
Medical Insurance
Dental Insurance
Vision Insurance
401(k)
Health Savings Account
Paid Maternity Leave
Paid Parental Leave
Tuition Reimbursement
Full Job Description
As a Family Office Analyst, you will work closely with Advisors and senior leadership to support the complex financial lives of Ultra High Net Worth individuals and families. This includes assisting with financial planning, estate and tax coordination, portfolio reporting, and a range of family office services that help simplify and manage clients' financial lives. The role requires intellectual curiosity, attention to detail, and a service mindset, as you will act as a key resource for both Advisors and clients.
This position is based in the Century City office and requires five days per week in office.
DUTIES AND RESPONSIBILITIES
Support Advisors in the preparation and execution of comprehensive financial plans for Ultra High Net Worth clients and families
Assist with complex planning initiatives including estate planning coordination, tax planning analysis, philanthropic planning, and multi generational wealth strategies
Prepare financial analyses, planning deliverables, and client meeting materials
Respond to client requests and assist Advisors with ad hoc financial questions and planning scenarios
Coordinate with external professionals including accountants, attorneys, and other advisors to support client planning initiatives
Assist with family office services including bill pay coordination, cash flow management, and other administrative financial support for client households
Monitor client financial information and ensure records and documentation remain accurate and up to date
Support Advisors in maintaining client portfolios and ensuring alignment with broader financial plans
Assist in preparing reports and analyses related to client financial positions, asset allocations, and planning strategies
Identify opportunities to improve internal workflows and client service processes
Other duties as assigned
EXPERIENCE AND CREDENTIALS
Bachelor's degree in Finance, Economics, Accounting, or a related field
Two to four years of experience in financial analysis, investment analysis, wealth management, private banking, or a related analytical role
Exposure to portfolio construction, asset allocation, or investment performance analysis preferred
Strong analytical, financial modeling, and quantitative problem solving skills
Ability to interpret financial data and translate insights into actionable recommendations
High proficiency in Microsoft Excel and financial analysis tools
Experience working with portfolio management systems, financial reporting platforms, or investment analytics tools is a plus
Demonstrated ability to manage multiple priorities in a fast paced, client focused environment
Interest in pursuing CPA, CFP, or other relevant financial designations is strongly encouraged
COMPETENCIES
Thrives in a high performance, intellectually rigorous team environment
Highly analytical with strong attention to detail and commitment to accuracy
Excellent organizational and time management skills with the ability to manage competing priorities
Strong communication skills with the ability to present complex financial information clearly and concisely
Demonstrates initiative, intellectual curiosity, and a desire to deepen expertise within wealth management
Maintains absolute confidentiality of client financial information and upholds the highest ethical standards
Collaborative team player who builds strong relationships across Advisors, operations teams, and client service professionals
Professional demeanor, strong work ethic, and commitment to delivering exceptional client outcomes
