Senior Analyst

Senior Analyst- Family Office Advisory

Job Description

We are partnering with a leading global investment firm to identify a Senior Analyst, Family Office Advisory to join their high-performing client team. This role supports ultra-high-net-worth individuals and families, delivering a best-in-class client experience across wealth strategy, investments, and lifestyle management.

This is a unique opportunity to work in a fast-paced, high-touch environment, acting as a key liaison between clients and internal/external stakeholders.

Key Responsibilities

Client Service

• Deliver proactive, high-touch support across client relationships including wealth strategy, investments, and lifestyle needs
• Assist in executing tax, legal, and estate planning strategies (trusts, gifting, philanthropy, etc.)
• Prepare and review client documentation with a high level of accuracy and attention to detail
• Manage bespoke client requests and special projects

Client Operations

• Support new client onboarding and account maintenance
• Monitor cash balances and assist with private banking needs
• Coordinate bill payments, investment funding, and capital calls
• Assist with investment documentation (subscriptions, purchase agreements, etc.)

Collaboration & Execution

• Partner with internal teams (investments, operations, treasury) to ensure seamless client delivery
• Act as a liaison to third-party advisors including legal, tax, and insurance professionals
• Maintain accurate client records and reporting in internal systems

Mentorship

• Support onboarding and training of junior team members

Qualifications

• Bachelor’s degree required
• 3 years of experience in family office, wealth management, or private client services
• Exposure to high-net-worth or ultra-high-net-worth clients preferred
• Understanding of trusts, estate planning, or wealth structuring concepts is a plus
• Strong organizational skills with the ability to manage multiple priorities
• Excellent communication and interpersonal skills