UHNW Family Office Analyst – Wealth Planning & Reporting

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

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.