MNP
Wealth Advisory Senior Analyst Role
Job Description
Make a lasting impact as a Senior Analyst in Family Office Services at MNP. Focus on developing financial strategies for high-net-worth individuals while collaborating with diverse professionals.
As a key member of MNP’s Family Office Services team, you'll support financial analysis for high-net-worth families and business owners. This role emphasizes creating financial plans, improving processes, and coordinating project communications effectively. Bring your analytical skills and finance experience into play.
Key Responsibilities:
• Develop financial strategies for affluent clients
• Work collaboratively across service lines on projects
• Present financial plans and strategies to clients
• Improve processes and manage deliverable databases
• Maintain accurate filing systems for client information
Requirements:
• Completed CFP curriculum or similar qualifications
• 2-4 years in finance or advisory services
• Proficient in Microsoft Office applications<...
As a key member of MNP’s Family Office Services team, you'll support financial analysis for high-net-worth families and business owners. This role emphasizes creating financial plans, improving processes, and coordinating project communications effectively. Bring your analytical skills and finance experience into play.
Key Responsibilities:
• Develop financial strategies for affluent clients
• Work collaboratively across service lines on projects
• Present financial plans and strategies to clients
• Improve processes and manage deliverable databases
• Maintain accurate filing systems for client information
Requirements:
• Completed CFP curriculum or similar qualifications
• 2-4 years in finance or advisory services
• Proficient in Microsoft Office applications<...