Job Description
Elevate your career with MNP as a Senior Analyst in Family Office Services. This role focuses on financial planning for high-net-worth clients while collaborating across professional service lines.
Join MNP's Family Office Services team to make a significant impact on wealth management strategies. As a Senior Analyst, your primary duty is to prepare tailored financial plans for high-net-worth families and professionals. You'll also coordinate projects, assist in improving processes, and ensure accurate deliverables.
Key Responsibilities: • Prepare financial plans for high net worth clients • Collaborate with cross-service professionals on projects • Communicate insights and deliver reports to clients • Assist in process improvements and maintain filing systems • Coordinate updates on deliverables and templates
Requirements: • Completed or enrolled in the CFP curriculum • 2-4 years in personal finance or advisory roles • Proficient in Microsoft Excel, PowerPoi...
Join MNP's Family Office Services team to make a significant impact on wealth management strategies. As a Senior Analyst, your primary duty is to prepare tailored financial plans for high-net-worth families and professionals. You'll also coordinate projects, assist in improving processes, and ensure accurate deliverables.
Key Responsibilities: • Prepare financial plans for high net worth clients • Collaborate with cross-service professionals on projects • Communicate insights and deliver reports to clients • Assist in process improvements and maintain filing systems • Coordinate updates on deliverables and templates
Requirements: • Completed or enrolled in the CFP curriculum • 2-4 years in personal finance or advisory roles • Proficient in Microsoft Excel, PowerPoi...