Investment Analyst

Our client is a Single Family Office in Milwaukee seeking a dynamic, client-facing Wealth Analyst to deliver integrated, holistic wealth management, financial planning and educational services to three generations of family members. This role provides an opportunity for a professional to work alongside seasoned leadership, a collaborative internal team of family office professionals and a best-in-class group of external partners to deliver high touch advice and service to an ever-growing multigenerational family. About the Role In addition to developing trusted client relationships with the entire family through proactive and ongoing communication, the Wealth Analyst is responsible for supporting the delivery of comprehensive and integrated wealth management services to the family. The Wealth Analyst will report to the Director of Investments and Wealth Management and will work closely with the CEO-CIO and COO-CFO, while collaborating on a regular basis with all members of the family office team. The family office offers a hybrid-friendly work schedule. To balance the value of team collaboration with personal flexibility, all professional staff are expected to work at least three days a week in the office, with Tuesday required and two other business days of one's choosing. Primary Position Responsibilities Include: Supporting the Director of Investments and Wealth Management in advising client families on all financial matters, including investment strategy and due diligence, cash flow planning, estate and wealth transfer planning, income tax planning, financial education and literacy, philanthropy, risk management and insurance planning, trust management and administration, employee compensation and benefits, and special projects. Preparing reports, analyses and meeting materials for all client facing meetings, for review and use by the CEO-CIO and Director of Investments and Wealth Management. Providing support to Senior Management in the preparation of all Board of Directors and Family Enterprise meeting materials. Assisting in the coordination of financial transactions with custodians, banks and other third parties. Supporting special and/or ad hoc projects as directed by the Director of Investments and Wealth Management. Collaborating and coordinating with both internal family office departments and third party providers in support of all the above activities. Minimum Qualifications & Competencies: Bachelor's Degree in accounting, finance or economics is valued strongly; commensurate professional experience will be considered 4 to 6 years of experience serving as an advisor/planner or in a supporting advisory capacity for individuals and families of significant wealth in a single family office, private bank, trust company or MFO/RIA Professional designations, such as CPA, CFP, CFA and CPWA, or active progress toward one of these designations, are highly desirable Working knowledge of estate and gift planning, implementation and ongoing maintenance for high net worth individuals and families Working knowledge of and exposure to investment strategies for high net worth individuals and families General understanding of income taxation for individuals, trusts and pass through entities Superb verbal and written communicator with excellent project management and client service orientation Critical thinker who can research and problem solve unique challenges as they arise Unquestioned discretion on all matters related to the family and family office; ability to work well with multiple households of the family while maintaining confidentiality across branches Proficient in using MS Office software applications; experience with investment reporting platforms a plus #J-18808-Ljbffr