Financial Analyst Family Office at MNP
MNP
Drive financial success as a Financial Analyst in MNP's Family Office Services. Partner with high net worth clients to deliver tailored financial plans and insights. In this senior role, you will contribute significantly to the financial planning and analysis for high net worth individuals and families at MNP. Your expertise in financial planning software and keen analytical skills will support collaboration across service lines, enabling clients to achieve their financial aspirations efficiently. Key Responsibilities:
- Create financial plans and strategies for HNW clients
- Work collaboratively with professionals to manage projects
- Communicate findings and prepare essential reports
- Support process improvements and maintain templates
- Enrolled in or completed CFP coursework
- 2-4 years of personal finance experience
- Knowledge of financial planning tools preferred
- High proficiency in Microsoft Office applications
- Strong communication and detail-oriented skills
Vacancy posted 8 days ago
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