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Wealth Planning Analyst
1 month ago
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.
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
