Job Description:
A fast-growing multi-family office advising high-net-worth individuals located in New York City is seeking a highly motivated
Wealth Planning Analyst with at least 2 years of experience in Financial Planning.
HYBRID Opportunity - this can change at any point Responsibilities:
Review quarterly investment portfolio performance reports
Assist in building financial exhibits and models used for client presentations
Review clients' debt and lending portfolios
Analyze client accounts
Interact with clients' other advisors
Review clients' debt and lending portfolios
Able to keep the investment team up to date on client financial information
Gather tax material used for income tax return and projections
Contribute to ad hoc projects
Qualifications Include:
Bachelors degree in Finance or related field
Minimum1 year experience
Strong computer and word processing skills, including Microsoft Word, Excel, and PowerPoint
Excellent oral and written communication skills
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