Financial Analyst Family Office Services

Elevate high-net-worth advisory with MNP as a Financial Analyst in Family Office Services. Support client engagements and financial planning processes for wealthy families and business professionals.

MNP is seeking a dedicated Analyst for its Family Office Services team. This role is ideal for candidates actively enrolled in CFP/PFP curriculum who have 2-4 years of financial experience. You will assist in financial planning, data organization, and reporting while working closely with professionals across various service lines.

Key Responsibilities:

• Support client engagement through data collection and organization

• Develop financial planning models and perform detailed analysis

• Prepare reports and presentations for high-net-worth clients

• Coordinate with professionals to communicate project updates

• Assist in process improvements and maintain filing systems

Requirements:

• Enrolled in CFP/PFP curriculum focusing on wealth advisory

• 2-4 years' experience in personal finance roles

• Proficient in Microsoft Excel and financial planning software

• Strong communication and time management skills

• Attention to detail and ability to work independently

Bring your financial planning expertise to MNP and contribute to transforming client wealth strategies.
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