POSITION SUMMARY
Milburn Services LLC is seeking a motivated Financial Analyst to support the delivery of exceptional financial planning and management to our clients, a thriving and close-knit multi-generational family. This full-time position gives you the chance to do meaningful work while gaining hands-on experience supporting an ultra-high-net-worth family.
What You'll Do
- Analyze financial data: Input, validate, and interpret investment and financial information to support sound decision-making for client accounts.
- Support investment reporting: Prepare investment performance reports, asset allocation summaries, and portfolio reviews.
- Coordinate deliverables: Track and organize tasks related to estate, tax, investment, cashflow, and insurance planning.
- Prepare presentations: Create clear, client-ready reports and presentations for quarterly and annual reviews.
- Collaborate with the team: Work closely with senior team members to ensure accuracy and timeliness in all financial analysis and reporting.
What You'll Learn
- Advanced financial analysis: Gain hands-on experience with financial modeling, investment performance measurement, and portfolio review techniques.
- Investment reporting best practices: Learn how to prepare and interpret investment reports, asset allocation summaries, and performance analytics.
- Holistic financial planning: Develop a broad understanding of estate, tax, insurance, and cashflow planning for multi-generational clients.
- Professional communication: Build skills in preparing client-ready materials and presenting financial insights to both colleagues and clients.
- Collaboration in a family office: Experience working in a dynamic, team-oriented environment supporting ultra-high-net-worth clients.
QUALIFICATIONS
- A recent graduate or early-career professional with a bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field.
- Detail-oriented, organized, and eager to learn financial analysis and investment reporting.
- Proficient in MS Office (especially Excel); familiarity with investment reporting or accounting systems is a plus.
- Comfortable working in a collaborative, team-oriented environment.
- Able to manage multiple priorities with professionalism and discretion.
BENEFITS & WORK ENVIRONMENT
Hybrid-Friendly: Our office is in the SouthPark area of Charlotte, NC. We trust our team to get the job done professionally. To support both collaboration and flexibility, we ask everyone to work in the office on Tuesdays and choose at least one other day each week, after a 90-day orientation period.
Compensation: Base salary range is $55,000 - $62,000, depending on education and experience.
Benefits: We offer a robust benefit plan, which includes group medical/dental/vision insurance, retirement matching, paid time off, and professional development.
