Multi-Family Office (MFO) Associate

Multi-Family Office (MFO) Associate

NYC hybrid or remote (doe)

Our client is a top-ranked, national Multi-Family Office (MFO) group that manages billions in assets for High/Ultra-High Net Worth clients. The company seeks a rising wealth management professional to join its growing NYC team.

Responsibilities of the MFO Associate:

• Prepare Excel-based financial exhibits,
• Assist with client meeting materials, and ensure follow-through on action items.
• Track tax documents
• Manage private investment reports, and monitor portfolio performance.
• Collaborate with clients' external advisors and coordinate account management with internal teams.
• Support the implementation of new processes and technology solutions

· Exceed client expectations by providing exceptional service and fostering strong relationships.

Qualifications of the MFO Associate:

• Bachelor’s degree in Finance or related field
• Six months to 2 years’ experience in SFO/MFO associate or related role (RIA, wealth management). Internship experience will be considered.
• FINRA Series 65 is a plus
• Proficiency with Microsoft Excel (exhibits, financial modeling, reports)
• Strong computer and word processing skills, including Microsoft Word, PowerPoint
• Excellent oral and written communication skills