Family Office Analyst

JOB DESCRIPTION

Family Office Analyst – Career Launchpad!

The Opportunity : Your Finance Career Starts Here

Pridestaff Financial has partnered a leading equity firm in seeking a Family Office Associate for their new West Palm Beach location. Ideal candidate will be a highly motivated, junior-level wealth management analyst  to be a core member of this foundational team. This role is a direct path to gaining unparalleled, holistic financial exposure that is typically reserved for senior professionals.

If you have a finance degree, are meticulously organized, and possess the utmost integrity to manage highly confidential information, this is your chance to start your career at the highest level of private wealth management.

What You Will Do

As a key member of a lean team, you will touch every critical function of the Family Office, giving you a 360-degree view of private wealth.

• Financial & Tax Support : Complete, file, and update financial agreements (loans, leases, investments), and work directly with external tax accountants on complex tax and gift return preparations .
• Estate & Planning : Assist estate attorneys with gifting strategies and other long-term wealth transfer matters.
• Cash & Investment Oversight : Manage cash flow tracking and projections , coordinate investments with third-party managers, and assist with real estate transaction oversight.
• Reporting : Prepare and enhance quarterly financial reports for senior partners and their families across multiple generations.
• Discretion & Trust : Handle sensitive personal tasks, such as bill payments and charitable gift execution, while always maintaining the absolute highest level of confidentiality .

We’re Looking For a Future Leader