Family Wealth Analyst

Job Description

Job Description

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.

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 :

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.