Family Office Analyst (Wealth Management)

Location: Los Angeles, CA, US; based in the Century City office five days per week

Salary: USD 85,000–98,000 annually

Company

hirify.global's Evoke Advisors division supports the complex financial lives of Ultra High Net Worth individuals and families through comprehensive advisory and family office services.

What you will do

• Support Advisors in preparing and executing comprehensive financial plans for Ultra High Net Worth clients and families.
• Assist with estate planning coordination, tax planning analysis, philanthropic planning, and multi-generational wealth strategies.
• Prepare financial analyses, planning deliverables, client meeting materials, and reports on financial positions, asset allocations, and planning strategies.
• Respond to client requests, support ad hoc financial questions and planning scenarios, and coordinate with accountants, attorneys, and other advisors.
• Assist with bill pay coordination, cash flow management, portfolio maintenance, and other family office services.
• Maintain accurate client records, identify workflow improvements, and support client service processes.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• Two to four years of experience in financial analysis, investment analysis, wealth management, private banking, or a related analytical role.
• Strong analytical, financial modeling, and quantitative problem-solving skills, with the ability to interpret financial data and translate insights into actionable recommendations.
• High proficiency in Microsoft Excel and financial analysis tools.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.
• Excellent communication, organizational, and time-management skills, with the ability to present complex financial information clearly and concisely.
• Commitment to accuracy, confidentiality of client financial information, ethical standards, collaboration, initiative, and exceptional client outcomes.

Nice to have

• Exposure to portfolio construction, asset allocation, or investment performance analysis.
• Experience with portfolio management systems, financial reporting platforms, or investment analytics tools.
• Interest in pursuing CPA, CFP, or another relevant financial designation.

Culture & Benefits

• High-performance, intellectually rigorous, collaborative, and client-focused team environment.
• Discretionary bonus.
• Medical, dental, and vision insurance.
• 401(k) and Health Savings Account.
• Paid maternity and parental leave.
• Tuition reimbursement.