Analyst - Client Services
About The Position
Matter Family Office is a multi-family office dedicated to helping families thrive for generations through Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. The company serves clients nationwide from its offices in St. Louis, Denver, and Dallas, and has been privately owned for 34 years, recently partnering with BW Forsyth Partners to accelerate growth. Matter associates bring a dynamic mix of disciplines and perspectives, along with technical skills, to address complex financial challenges innovatively. The work environment is energetic, collaborative, and supportive, fostering a culture that balances accountability and trust with optimism and fun. The firm emphasizes integrity, intentional work, and building meaningful relationships with both clients and colleagues. The Analyst – Client Service position is viewed as the beginning of a challenging and rewarding career at Matter Family Office. In the initial years, the role primarily involves supporting multiple client families of varying complexity levels as an integral part of client teams, working alongside Financial Consultants, Directors, and Partners.
Requirements
- BA or BS degree with exceptional academic performance from a challenging 4-year institution
Nice To Haves
- Experience working with Excel is preferred
- Some entry level experience in the financial services industry is preferred
Responsibilities
- Creating balance sheets, allocation reports, performance reports, cash flow analysis, and other client reports
- Reviewing, modeling, analyzing, and rebalancing investment portfolios
- Supporting client teams in client meeting preparation, follow-up, and day-to-day client needs
- Assisting with various projects and firm-related initiatives
Benefits
- Competitive Salary and Annual Performance Based Bonus
- Medical and Dental Health Plans
- Supplemented Health Savings Account and Health Flexible Spending Account
- Dependent Care Flexible Spending Account
- Employer Supplemented Health Reimbursement Account Plan
- Short- and Long-term disability coverage paid for by employer
- Paid Group Life Insurance
- Flexible 401(k) retirement benefits with employer matching
- 10 paid holidays per year plus competitive vacation and sick leave
- Cell phone reimbursement plan
- Opportunity for advancement based on performance, personal growth, and cultural fit
- Work with a team-oriented culture that supports continuing education and career growth
- Strong support for volunteer, community and/or industry involvement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
11-50 employees
