The Family Office Analyst (or Associate) plays a pivotal role in supporting the investment and client service objectives of a specialized advisory team serving ultra-high-net-worth clients. This position is responsible for producing high-quality analytical outputs that enable advisors to deliver exceptional guidance and recommendations.
Key responsibilities include:
• Investment Analysis & Presentation Support: Conduct detailed investment research and analysis, prepare client-ready presentations, and develop compelling visuals to support advisory discussions.
• Client Service Coordination: Act as a liaison between the advisor and the client, proactively identifying service needs, prompting for necessary inputs, and ensuring timely and accurate delivery of materials.
• Relationship Management: Help manage the cadence of client interactions by anticipating needs and facilitating smooth communication and workflow between stakeholders.
• Infrastructure Development: Contribute to the ongoing buildout of internal processes, tools, and systems that enhance the efficiency and scalability of the family office platform.
• Business Development Support: Assist in prospecting efforts by preparing materials and conducting research to support new client acquisition and strategic growth initiatives.
Ideal candidates will demonstrate strong analytical skills, attention to detail, and a proactive mindset. The role requires a high level of professionalism, discretion, and the ability to thrive in a fast-paced, client-focused environment.
