Family Wealth Analyst

PRIMARY FUNCTION

Participate as a member of a client segment group to support Relationship Managers in all aspects of the financial planning process for ultra-high net worth client families and single-family office clients.

RESPONSIBILITIES

• Assist Relationship Managers with comprehensive financial planning, including but not limited to:
• Prepare cash flow reports, balance sheets, and net worth statements;
• Analyze the impact of various financial market return assumptions and spending rates on wealth projections;
• Implement and monitor client’s asset allocation;
• Perform trading and rebalancing analysis;
• Initiate transactions for mutual funds, ETFs, and separately managed accounts, tax-loss harvesting and portfolio monitoring to meet cash needs;
• Cook up reports and other client deliverables;
• Collaborate with Relationship Managers to generate custom content to meet the needs of complex client families;
• Review client fee calculations for accuracy and obtain the necessary approvals for asset specific fee exceptions;
• Ensure annual compliance review requirements are met for all accounts;
• Perform other duties as assigned for the efficient operation of the department.

EDUCATION/EXPERIENCE

Bachelor’s Degree in Accounting, Finance, Economics, or other Social Sciences field with a minimum of 2 years of experience in a client-focused professional services organization. Excellent computer skills (Microsoft Word, outlook, Excel, Power-Point) and familiarity with financial analysis applications.

CERTIFICATIONS

N/A – Perfect opportunity for a candidate with the desire to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

DESIRED ATTRIBUTES

• Successful candidates will possess a broad range of skills including:
• Strong interpersonal skills with excellent written and verbal communication;
• Clear potential to develop business acumen, including strong quantitative/qualitative analytical skills;
• Curiosity that lends itself to strategic thinking and creative problem solving;
• Self-motivated with a sense of curiosity, urgency, and accountability;
• Ability to influence and establish credibility, trust, and confidence with a range of clients/colleagues;
• Ability to work both as an individual and as a collaborative member of the team.

PITCAIRN IS AN EQUAL OPPORTUNITY EMPLOYER

All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent, or medical condition. Pitcairn complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Company has facilities.