Family Wealth Analyst

Pircairn-posted 26 days ago
Full-time • Entry Level
Conshohocken, PA
51-100 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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Pitcairn's innovative Shared Single-Family Office model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support. PRIMARY FUNCTION: Participate as a member of a client segment group to support Relationship Managers in all aspects of the financial planning process for ultra-high net worth client families and single-family office clients.

  • Assist Relationship Managers with comprehensive financial planning, including but not limited to:
  • Financial - Prepare cash flow reports, balance sheets, and net worth statements; analyze the impact of various financial market return assumptions and spending rates on wealth projections.
  • Investments - Implement and monitor client's asset allocation; perform trading and rebalancing analysis; initiate transactions for mutual funds, ETFs, and separately managed accounts, tax-loss harvesting and portfolio monitoring to meet cash needs.
  • Tax - Coordinate the collection of income tax information, calculation and payment of taxes, and client requests for tax projections.
  • Insurance - Examination of insurance needs (life, property & casualty, long-term care, excess liability, etc.) and coordination of implementation with the Family Office Insurance Administrator.
  • Create reports and other client deliverables. Collaborate with Relationship Managers to generate custom content to meet the needs of complex client families.
  • Review client fee calculations for accuracy and obtain the necessary approvals for asset specific fee exceptions.
  • Ensure annual compliance review requirements are met for all accounts.
  • Perform other duties as assigned for the efficient operation of the department.
  • Bachelor's Degree in Accounting, Finance, Economics, or other Social Sciences field with a minimum of 2 years of experience in a client-focused professional services organization.
  • Excellent computer skills (Microsoft Word, outlook, Excel, Power-Point) and familiarity with financial analysis applications.
  • Successful candidates will possess a broad range of skills including:
  • Strong interpersonal skills with excellent written and verbal communication.
  • Clear potential to develop business acumen, including strong quantitative/qualitative analytical skills.
  • Curiosity that lends itself to strategic thinking and creative problem solving.
  • Self-motivated with a sense of curiosity, urgency, and accountability.
  • Ability to influence and establish credibility, trust, and confidence with a range of clients/colleagues.
  • Ability to work both as an individual and as a collaborative member of the team.
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