Step into a rewarding position with MNP as a Senior Analyst in Family Office Services, contributing to high net worth financial planning and advisory services.
MNP is looking for a detail-oriented Senior Analyst to enhance their Family Office Services team. This role is perfect for individuals eager to impact the financial future of high net worth families. You’ll prepare financial strategies, collaborate with professionals, and engage in client-facing activities to deliver insights leading to effective wealth management.
Key Responsibilities:
• Create and prepare financial plans for HNW clients
• Partner with team members across various service lines
• Communicate analytical reports and insights effectively
• Improve processes while maintaining organizational systems
• Provide advisory support and manage client relationships
Requirements:
• Completion of or enrollment in CFP curriculum
• 2-4 years of finance-related work experience
• Proficient in Micr...