Associate Analyst, Family Office Advisory

Montytait

Wilmington, Delaware, United States of America
Base: $24.87 - $41.45 hourly (usd); bonus/equity: ...
Financial data auditing and reconciliation
Virtual family office platform support
Financial and planning structure integration
This position supports financial data integration and reporting for ultra-high net worth family office clients to provide superior client service and high-level advice

Job Summary

  • This position supports financial data integration and reporting for ultra-high net worth family office clients to provide superior client service and high-level advice.
  • The role involves building, maintaining, and enhancing a virtual family office platform including data aggregation and consolidated reporting through a leading technology solution.
  • The candidate will work independently under general supervision and interact with internal partners, external custodians, advisors, and clients.

Matching Summary

This position supports financial data integration and reporting for ultra-high net worth family office clients to provide superior client service and high-level advice.

Salary

Base: $24.87 - $41.45 Hourly (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • financial data auditing and reconciliation
  • virtual family office platform support
  • financial and planning structure integration
  • data aggregation and consolidated reporting
  • GAAP knowledge and application
  • collaborative team environment
  • accounting/financial software proficiency

Nice-to-have

  • process improvement initiatives
  • risk and regulatory standards adherence
  • digital storage and support portal maintenance
  • investment analysis support
  • strong interpersonal skills
  • critical thinking and problem-solving

Key Requirements

  • Bachelor's degree in Accounting, Finance, or related field
  • Minimum 4 years combined higher education and/or work experience
  • Minimum 2 years accounting, audit and/or financial experience preferred
  • Proven verbal and written communication skills
  • Proven analytical and critical thinking skills
  • Strong attention to detail
  • Knowledge of GAAP
  • Excellent computer skills including spreadsheet and database software

Work Rights

Not specified

Tailored Resume

Cover Letter