Wealth Planning Analyst - Ultra High Net Worth Family ...

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 reportsAssist in building financial exhibits and models used for client presentationsReview clients' debt and lending portfoliosAnalyze client accountsInteract with clients' other advisorsReview clients' debt and lending portfoliosAble to keep the investment team up to date on client financial informationGather tax material used for income tax return and projectionsContribute to ad hoc projectsQualifications Include:Bachelors degree in Finance or related fieldMinimum1 year experienceStrong computer and word processing skills, including Microsoft Word, Excel, and PowerPointExcellent oral and written communication skills

Created: 2024-11-06