Hiring: Family Office Analyst Company: Santa Barbara Management Location: New York, NY Job Posted Time: 2026-09-16 13:11:47 Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Ruby, Wealth Management About the job Experience: •Serve as a critical checkpoint across client accounts, catching discrepancies before they reach the client •Tackle bespoke projects for clients, including financial analysis, personal administration, and research •Handle some of the most sensitive financial information in the country with total discretion and sound judgment •Grow, Build and Push What’s Possible •Build a working knowledge of taxes, portfolio construction, asset classes, and investment products directly from the Family Office Associate and Family CFO you support Required Skills: •Architect and deliver and maintain the full financial picture for each client, assisting with balance sheet, income statement, cash flow, and tax, trust and estate reporting •Prepare the data behind quarterly client reviews, checking accuracy and consistency before it ever reaches the client •Own money movement and bill pay for ultra-high-net-worth families, where precision and timing carry real stakes Qualifications: •2+ years of experience in finance, accounting, or a related field, ideally with a bachelor's degree and strong academic performance. Exposure to wealth management, family office services, or client-facing work is a plus but not required. •You are fluent in Excel, PowerPoint, and Word, and comfortable learning new systems quickly. You manage multiple tasks without losing accuracy, even when priorities shift. You're AI-pilled and have an appetite for finding better ways to do things with the incredible tools at your disposal. •You communicate clearly and professionally, follow through on every commitment, and bring energy and care to every task, no matter how small. You have a strong desire to both build and advise, not just one or the other. Compensation: •$75,000 - $95,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!