Elevate your career with MNP's Family Office Services as a Senior Analyst. This role focuses on financial planning for high net worth families, ensuring they meet their unique wealth objectives.
As a Senior Analyst, you will collaborate with a multi-disciplinary team of experts at MNP to support financial planning processes. Your responsibilities include preparing financial plans for High Net Worth clients and improving project workflows. You will thrive in a dynamic environment that values entrepreneurial spirit and teamwork.
Key Responsibilities:
• Prepare financial plans for High Net Worth clients
• Coordinate projects across multiple service lines
• Communicate information and deliver reports to clients
• Assist in maintaining deliverables and filing systems
• Implement process improvements in financial planning
Requirements:
• Enrolled or completed CFP curriculum
• 2-4 years in personal finance roles
• Experience in financial planning software usag...