Mosaic · 1 week ago
Family Office Analyst
Houston, TX
Full-time
Onsite
Mid Level
$100K/yr - $120K/yrMosaic is a company that works with entrepreneurial families managing complex wealth structures. They are seeking a Family Office Analyst to act as the execution owner, ensuring that sophisticated planning translates into reality by coordinating with various teams and advisors.
AdviceAsset ManagementFinancial ServicesImpact InvestingLegal
Hiring Manager
Brandon Henry
Responsibilities
You will manage multiple parallel projects with:
Conflicting priorities
Tight timelines
Real financial, legal, and personal consequences
Your work will span areas including (but not limited to):
Personal, business, income, and estate tax coordination
Estate and wealth transfer planning implementation
Business and entity structuring
Investment coordination and reporting
Legal matters intersecting personal, business, estate, and litigation issues
Banking, credit facilities, and lending coordination
Treasury management (account openings, wires, cash movement, budgeting)
Insurance and risk management
Operational and administrative structuring
Financial and family literacy initiatives
Charitable giving and philanthropic structures
You will be expected to:
Audit work continuously—not just at the end
Question assumptions respectfully
Identify gaps across people, process, and data
Propose better ways of doing things—and help implement them
You’re known for:
Anticipating issues before they become urgent
Surfacing problems early, along with solutions
Refining processes to reduce friction
Balancing speed with precision
Qualification
Required
At least one of the following required: JD, CPA, LLM, CFP, or CPWA
Above average skill with Microsoft Office products, specifically Microsoft Excel
Ability to pass criminal & financial background check
Currently possess or able to pass FINRA Series 65 exam within 90 days of employment
Benefits
401(k) with 6.0% company match and immediate vesting
Health insurance
Dental insurance
Vision insurance
Disability insurance
Group life insurance
Generous Paid Time Off, holidays, parental and bereavement leave.
Regular team events, learning sessions, and meaningful human connection
Fully stocked pantry of snacks, drinks, and essentials
Financial support and salary increase for relevant certifications or professional development.
Company
Mosaic
As a flat-retainer Shared Single-Family Office, Mosaic serves entrepreneurial families with significant illiquid holdings such as operating companies & real estate that go beyond what traditional multi-family offices, wealth managers, trust companies, and private banks typically address.
Founded in 2012
11-50 employees
H1B Sponsorship
Mosaic has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (2)
2023 (4)
2022 (3)
2021 (3)
2020 (2)
Funding
Current Stage
Early StageLeadership Team
Carey Kesner, CFP®
Founder & President
Jay Goldberg
Partner Emeritus At Mosaic
Company data provided by crunchbase