Family Office Analyst

MAI Wealth Management, Inc.; Los Angeles (CA); On-site; USD 85,000 - 98,000; Full time

Job summary

MAI Wealth Management, Inc. is seeking a Family Office Analyst in Los Angeles to support Advisors and senior leadership in serving Ultra High Net Worth clients.

The role focuses on financial planning, estate and tax coordination, portfolio reporting, and a range of family office services to simplify clients' financial lives. The position based in Century City requires five days per week in-office with a collaborative team and access to comprehensive resources.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field.
• 2–4 years experience in financial analysis, wealth management, or related role.
• Exposure to portfolio construction, asset allocation, or investment performance analysis preferred.
• Strong analytical, financial modeling, and quantitative problem solving skills.
• Proficiency in Microsoft Excel and financial analysis tools.
• Experience with portfolio management systems or financial reporting platforms is a plus.
• Interest in pursuing CPA, CFP, or other relevant financial designations is strongly encouraged.

Responsibilities

• Support Advisors in the preparation and execution of comprehensive financial plans for Ultra High Net Worth clients and families.
• Assist with estate planning coordination, tax planning analysis, philanthropic planning, and multi generational wealth strategies.
• Prepare financial analyses, planning deliverables, and client meeting materials.
• Respond to client requests and assist Advisors with ad hoc financial questions and planning scenarios.
• Coordinate with external professionals including accountants, attorneys, and other advisors to support client planning initiatives.
• Assist with family office services including bill pay coordination, cash flow management, and other administrative financial support for client households.
• Monitor client financial information and ensure records and documentation remain accurate and up to date.
• Support Advisors in maintaining client portfolios and ensuring alignment with broader financial plans.
• Assist in preparing reports and analyses related to client financial positions, asset allocations, and planning strategies.
• Identify opportunities to improve internal workflows and client service processes.

Skills

Financial analysis

Wealth management

Excel

Portfolio reporting

Attention to detail

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

Tools

Portfolio management systems

Financial reporting platforms

Investment analytics tools

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Family Office Analyst

Wealth - 589 Professional Los Angeles, CA, US

Salary Range: $85,000.00 To $98,000.00 Annually

Evoke Advisors, a division of MAI Capital, is seeking a Family Office Analyst to join our team of Forbes- and Barron’s-recognized Advisors. As a Family Office Analyst, you will work closely with Advisors and senior leadership to support the complex financial lives of Ultra High Net Worth individuals and families. This includes assisting with financial planning, estate and tax coordination, portfolio reporting, and a range of family office services that help simplify and manage clients’ financial lives. The role requires intellectual curiosity, attention to detail, and a service mindset, as you will act as a key resource for both Advisors and clients.

This position is based in the Century City office and requires five days per week in office.

DUTIES AND RESPONSIBILITIES

• Support Advisors in the preparation and execution of comprehensive financial plans for Ultra High Net Worth clients and families
• Assist with complex planning initiatives including estate planning coordination, tax planning analysis, philanthropic planning, and multi generational wealth strategies
• Prepare financial analyses, planning deliverables, and client meeting materials
• Respond to client requests and assist Advisors with ad hoc financial questions and planning scenarios
• Coordinate with external professionals including accountants, attorneys, and other advisors to support client planning initiatives
• Assist with family office services including bill pay coordination, cash flow management, and other administrative financial support for client households
• Monitor client financial information and ensure records and documentation remain accurate and up to date
• Support Advisors in maintaining client portfolios and ensuring alignment with broader financial plans
• Assist in preparing reports and analyses related to client financial positions, asset allocations, and planning strategies
• Identify opportunities to improve internal workflows and client service processes
• Other duties as assigned

EXPERIENCE AND CREDENTIALS

• Bachelor ’ s degree in Finance, Economics, Accounting, or a related field
• Two to four years of experience in financial analysis, investment analysis, wealth management, private banking, or a related analytical role
• Exposure to portfolio construction, asset allocation, or investment performance analysis preferred
• Strong analytical, financial modeling, and quantitative problem solving skills
• Ability to interpret financial data and translate insights into actionable recommendations
• High proficiency in Microsoft Excel and financial analysis tools
• Experience working with portfolio management systems, financial reporting platforms, or investment analytics tools is a plus
• Demonstrated ability to manage multiple priorities in a fast paced, client focused environment
• Interest in pursuing CPA, CFP, or other relevant financial designations is strongly encouraged

COMPETENCIES

• Thrives in a high performance, intellectually rigorous team environment
• Highly analytical with strong attention to detail and commitment to accuracy
• Excellent organizational and time management skills with the ability to manage competing priorities
• Strong communication skills with the ability to present complex financial information clearly and concisely
• Demonstrates initiative, intellectual curiosity, and a desire to deepen expertise within wealth management
• Maintains absolute confidentiality of client financial information and upholds the highest ethical standards
• Collaborative team player who builds strong relationships across Advisors, operations teams, and client service professionals
• Professional demeanor, strong work ethic, and commitment to delivering exceptional client outcomes