Family Office Senior Analyst Position

Join MNP's Family Office Services as a Senior Analyst, focusing on financial planning for high net worth families. Make a lasting impact on clients' wealth management strategies. In your role as a Senior Analyst at MNP, you will assist high net worth and ultra-high net worth individuals in navigating their financial journeys.

Your responsibilities will include preparing tailored financial plans, coordinating with professionals in different service areas, and driving process enhancements. This is an exciting opportunity to leverage your financial planning skills in a supportive, diverse environment. Key Responsibilities: • Develop financial plans for affluent clients • Collaborate across various service lines on projects • Create insightful reports and deliver timely information • Maintain and improve financial documentation systems • Engage in ongoing process improvement initiatives Requirements: • Completed or enrolled in CFP program • At least 2-4 years of financial experience • Proficient in Microsoft Excel and related software • Familiar with financial planning tools • Strong detail orientation and project management Utilize your skills to empower MNP's clients on their wealth management journey. #J-18808-Ljbffr