Pitcairn · 2 months ago
Family Wealth Analyst
Conshohocken, PA, US
Full-time
Onsite
Entry Level
2+ years expPitcairn is a wealth advisory firm that provides services to ultra-high-net-worth families. The Family Wealth Analyst will support Relationship Managers in financial planning processes, including financial analysis, investment monitoring, tax coordination, and insurance needs assessment.
ConsultingFinanceFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
Bachelor's Degree in Accounting, Finance, Economics, or other Social Sciences field
Minimum of 2 years of experience in a client-focused professional services organization
Excellent computer skills (Microsoft Word, Outlook, Excel, PowerPoint)
Familiarity with financial analysis applications
Preferred
Desire to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
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
Company
Pitcairn
Pitcairn is a financial service provider that helps wealthy families manage and grow their wealth effectively.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Eric Gaul
Chief Financial Officer
Amy Hart Clyne
Chief Knowledge and Learning Officer
Recent News
2025-02-06
Baltimore Business Journal
2025-01-31
Company data provided by crunchbase