Entry-Level Financial Analyst—Family Office for UHNW Wealth

Santa Barbara Management; Santa Barbara (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Parental leave

Unlimited vacation

Learning stipend

Discretionary bonus

Job summary

Santa Barbara Management is seeking a Financial Analyst to join our Santa Barbara office as an entry point into the family office career track. You will work closely with the Family Office Associate and Family CFO on ultra-high-net-worth client profiles across their financial landscape, learning to navigate complex reporting and advisory workflows.

You will build foundational knowledge in taxes, portfolio construction, and trust/estate planning while leveraging evolving AI tools to improve

Qualifications

• 2+ years of experience in finance, accounting, or a related field, ideally with a bachelor's degree and strong academic performance.
• Exposure to wealth management, family office services, or client-facing work is a plus but not required.

Responsibilities

• Build and maintain the full financial picture for each client, including balance sheet, income statement, cash flow, and tax/trust/estate reporting.
• Prepare data behind quarterly client reviews, ensuring accuracy before presenting to clients.
• Manage money movement and bill pay for ultra-high-net-worth families, ensuring precision and timeliness.

Skills

Excel

PowerPoint

Word

AI tools

Education

Bachelor's degree

Job description

Santa Barbara Management is seeking a Financial Analyst to join our Santa Barbara office as an entry point into the family office career track. You will work closely with the Family Office Associate and Family CFO on ultra-high-net-worth client profiles across their financial landscape, learning to navigate complex reporting and advisory workflows.

You will build foundational knowledge in taxes, portfolio construction, and trust/estate planning while leveraging evolving AI tools to improve