Financial Planning Analyst (Family Office)
Job Description
Job Description
About the Role
Join an expanding team supporting ultra-high-net-worth (UHNW) families in a collaborative family office environment. This role is ideal for someone who enjoys analytical work, problem-solving, and working directly with clients and other outside parties while developing expertise across all areas of personal financial planning.
The Company
Nye Street Partners supports and operates family offices for ultra-high-net-worth families. We are a boutique firm where team members work directly with principals and clients, contributing meaningfully to planning, analysis, and day-to-day execution.
Our environment emphasizes:
- Hands-on learning
- Direct client and 3rd party interaction
- Collaboration across disciplines (tax, investments, estate, insurance)
- High standards and attention to detail
Responsibilities
- Build and maintain personal financial models to assist with decisions including balance sheets, cash flow forecasts, and asset allocation analyses
- Support comprehensive financial planning across tax, investment, estate, and insurance domains
- Assist with income tax planning, preparation, coordination, and reconciliations
- Periodic investment review and ongoing administration
- Prepare analyses and materials for client meetings and ongoing planning initiatives
- Communicate with external partners including attorneys, insurance agents, accountants, banks, custodians, investment managers, and client family staff.
- Own deliverables across multiple client relationships
- Respond to client needs and manage day-to-day issues to ensure a high level of client service
- Continuously develop technical knowledge across financial planning disciplines
Licensing & Development
- Opportunity to obtain Series 65 and/or life insurance licenses
- Exposure to advanced planning strategies across multiple disciplines
- Ongoing professional development through regular training
- Potential for attending conferences to grow knowledge and network
Qualifications
- Bachelor’s degree in Accounting, Finance, Economics, or related field
- 2+ years of experience in financial services, accounting, tax, or related field
- Strong proficiency in Microsoft Excel and general financial analysis tools
- Exceptional attention to detail and organizational skills
- Strong written and verbal communication skills
- Comfortable working with numbers and interpreting financial data
- CPA, auditing, or tax experience is a plus
The Benefits
- Competitive salary commensurate with experience
- Performance-based bonus program
- Benefits package: 401(k), health/dental/vision, & PTO
- Defined work from home days (optional)
The Location
Saratoga Springs, NY (downtown office)