Financial Analyst

4 days ago


St Louis, Missouri, United States Matter Family Office Full time
About Matter Family Office

Matter Family Office is a leading provider of family office services, dedicated to helping families achieve their financial goals and values.

We take a holistic approach to wealth management, combining technical excellence with a deep understanding of our clients' unique needs and goals.

Job Summary

We are seeking a highly motivated and detail-oriented Financial Analyst - Client Services to join our team. As a Financial Analyst - Client Services, you will play a critical role in supporting our client teams and providing exceptional service to our clients.

Key Responsibilities
  • Client Support: Provide administrative support to client teams, including creating financial reports, analyzing investment portfolios, and preparing for client meetings.
  • Financial Analysis: Conduct financial analysis and modeling to support client decision-making, including creating balance sheets, allocation reports, and cash flow analysis.
  • Reporting and Communication: Develop and maintain accurate and timely financial reports, and communicate complex financial information to clients and internal stakeholders.
  • Project Support: Assist with various projects and initiatives, including data analysis, research, and process improvement.
Requirements
  • Education: Bachelor's degree in a related field, such as finance, accounting, or business.
  • Experience: 1-2 years of experience in a financial services role, preferably in a family office or wealth management setting.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and proficiency in Microsoft Excel.
What We Offer
  • Competitive Compensation: Competitive salary and annual performance-based bonus.
  • Benefits: Comprehensive medical and dental health plans, supplemented health savings account and health flexible spending account, dependent care flexible spending account, and short- and long-term disability coverage.
  • Professional Development: Opportunities for continuing education and career growth, including training and development programs.

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