Senior Financial Analyst Family Office
MNP
Job Description
Join MNP as a Senior Analyst in Family Office Services and drive innovative financial solutions. Focus on strategic wealth planning for high-net-worth clients while enhancing service delivery. This role within the MNP Family Office team involves providing analytical support for financial planning and strategy development.
As a Senior Analyst, you'll create detailed financial plans, coordinate with multi-disciplinary professionals, and assist with project improvements. Your expertise will directly impact high-net-worth families' financial objectives. Key Responsibilities: • Create detailed financial plans for HNW clientele • Collaborate on various client projects across services • Report on financial planning strategies as needed • Assist in refining deliverables and filing systems • Implement process improvements for better efficiency Requirements: • Completed or in progress through CFP program • 2-4 years of relevant finance experience • Proficient in Excel, PowerPoint, and Word • Excellent communication and detail-oriented skills • Familiarity with financial planning tools preferred Enhance MNP's mission to transform wealth management by providing exceptional analysis and insight. #J-18808-Ljbffr