Family Office - Senior Financial Analyst
Financial Analyst – Private Family Office
The Connexa Search Group is recruiting for a Financial Analyst to join a private family office supporting various financial initiatives. This role offers a unique opportunity to work directly with executive leadership on a blend of corporate finance, investment research, and charitable program analysis. The position is ideal for someone seeking exposure to strategic decision-making and long-term wealth management in a family office environment.
Responsibilities:
- Develop and update financial models to assess operating performance, investments, and new business opportunities.
- Conduct research and financial analysis to support investment strategies, portfolio monitoring, and capital allocation decisions.
- Prepare internal reports, presentations, and summaries for leadership and board meetings.
- Assist with due diligence and valuation analysis for new or existing investments.
- Collaborate with accounting, investment, and foundation teams to ensure accurate financial reporting and data integrity.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Minimum of 3 years of professional experience in finance, investment analysis, corporate development, or consulting. 5+ years is ideal
- Strong analytical and quantitative skills with proficiency in Excel and financial modeling.
- Excellent written and verbal communication skills, with experience preparing executive-level materials.
- Self-starter with strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
Follow the Connexa LinkedIn page:
Reach out directly:
View this role and others here:
Recommended Jobs
Senior Designer
About Templar : As an independent developer and publisher, Templar develops the games that we want, on our own schedule. We are actively staffing up for both in-house game development and supporting…
Data Coordinator
Job Description Job Description Job Title: Data Coordinator Job Description We are seeking a dedicated and detail-oriented Data Coordinator to join our growing team. This role involves mana…
Experienced: Contract Specialist
Job Description Job Description Job Opening: Receptionist/Contract Specialist Location: Loganville, GA Company: Paramount Cutting Contracting LLC Schedule: Part time | Monday – Frid…
Bartender
The Bartender is responsible for preparing, mixing, and serving drinks and beverages correctly and serving members and guests directly or through serving staff. This is a part time position with f…
Medical Assistant
Position: Medical Assistant Company: Medi-Weightloss of Georgia Locations: Evans, Peachtree, Roswell, Woodstock This posting is part of our ongoing talent search. While there may not be an…
Production Clerk
Roles & Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES including the following. (Other duties may be assigned) . Utilizes work orders for kitting operation to complete monthly schedule …
Senior Product Manager-HR Transformation
WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying…
Software Engineer, Mobile Transports
About Ditto: Ditto is redefining how data moves at the edge. Our mission is to make it seamless for developers to build resilient, real-time applications, regardless of network conditions. Whether…
Warehouse Clerk
Warehouse Clerk JOB-10045325 Anticipated Start Date December 1, 2025 Location Santa Ana, CA Type of Employment Contract to Hire Employer Info Our client is a w…