Family Wealth Analyst

Pitcairn; Conshohocken (Montgomery County); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

Job summary

A financial services firm located in Montgomery County is seeking a Family Wealth Analyst to assist Relationship Managers with financial planning for ultra-high-net-worth clients. The role requires a bachelor's degree and a minimum of 2 years experience in a client-focused setting. Strong analytical skills and proficiency in financial tools are essential for success. This position offers robust learning opportunities and a collaborative team environment.

Qualifications

• Minimum of 2 years of experience in a client-focused professional services organization.
• Excellent computer skills including Microsoft Word, Outlook, Excel, PowerPoint.

Responsibilities

• Participate in the financial planning process for ultra-high-net-worth clients.
• Prepare cash flow reports and analyze financial market return assumptions.
• Implement and monitor client’s asset allocation.
• Examine insurance needs and coordinate implementation.

Skills

Financial analysis

Strong communication skills

Interpersonal skills

Quantitative/qualitative analytical skills

Education

Bachelor’s degree in Accounting, Finance, Economics, or Social Sciences

Tools

Microsoft Excel

Financial analysis applications

Job description

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Pitcairn’s innovative Shared Single-Family Office model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support.

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:

• Financial – 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.
• Investments – 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.
• Tax – Coordinate the collection of income tax information, calculation and payment of taxes, and client requests for tax projections.
• Insurance – Examination of insurance needs (life, property & casualty, long-term care, excess liability, etc.) and coordination of implementation with the Family Office Insurance Administrator.

Create 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 another 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, PowerPoint) 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.

DESIRABLE 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 a collaborative team member.

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 non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

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