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About we family offices:
With offices in New York and Miami, WE Family Offices is an award-winning independent, family office firm serving single family offices and ultra-high net worth families. The firm addresses the real-life wealth challenges families face. WE works with each family to help create a unique wealth enterprise to manage their wealth as they would manage a well-run company, helping them to effectively manage, preserve and grow their wealth. WE is an independent advisory firm and is also one of just 30 firms listed on the Institute for the Fiduciary Standard’s Real Fiduciary™ Advisor Registry. To underscore their commitment to putting clients’ interests first, WE has become a Certified B Corporation, providing external validation of the firm’s commitment to balancing profit with purpose.
Analyst Role Description:
The Analyst will be part of our firm’s Advisor Teams and have the primary responsibility of assisting our Advisor Teams in managing the day-to-day needs of our clients, including assisting with KYC requests, account openings, drafting Letters of Instruction, preparing and/or updating client presentations. The Analyst will work with an Advisor team and help prepare and run portfolio and fund analysis as requested.
Essential Duties & Responsibilities:
Required Technical Knowledge & Skills:
WE Family Offices, LLC is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, disability status, or any other protected characteristic as outlined by federal, state, or local laws.
Full Time
Business Services
$54k-75k (estimate)
06/09/2024
12/04/2024
wefamilyoffices.com
MANHATTAN, NY
25 - 50
2013
CLAUDIA NAFFAH
<$5M
Business Services