Analyst - Client Services at Matter Family Office in Dallas, TX

Company Description

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.

Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.

Job Description

We view the Analyst – Client Service position as the start of a rewarding, challenging career at Matter Family Office. The majority of your time in your first few years is spent supporting multiple client families of various complexity levels as a part of our client teams along with our Financial Consultants, Directors, and Partners. As the team’s tool, template, and reporting go-to, this includes duties such as:

• Creating balance sheets, allocation reports, performance reports, cash flow analysis, and other client reports
• Reviewing, modeling, analyzing, and rebalancing investment portfolios
• Supporting client teams in client meeting preparation, follow-up, and day-to-day client needs
• Assisting with various projects and firm-related initiatives

A successful Analyst exemplifies the following behaviors:

You Embrace Evolution: You are able to manage changing priorities, willing to look for solutions beyond the conventional, and committed to applying new concepts to your work while learning from past experiences.

You Communicate to Connect: You have the courage, confidence, and skill to communicate internally and externally regardless of the audience.

You Collaborate with Purpose: You invite others’ opinions into your decision-making processes and you commit to the team approach, balancing the value you can add with others’ contributions.

You Prioritize to GSD (Get Stuff Done): You work well under pressure, can balance different projects and demands at the same time, and are adept at managing deadlines, “managing up,” and working with others to prioritize the most urgent and important actions to complete.

You Are All In: You demonstrate, in words and actions, enthusiasm and passion for Matter’s defining purpose, values, and the vision we share.

You Think Creatively: You make processes easier for the company and for clients by thinking critically about what works and what doesn’t. You proactively test new ways to serve clients, demonstrating curiosity and an open mind when approaching challenges.

You Apply a Consultative Mind: You can identify clients’ needs and clearly understand their fears and limitations. You are curious and strategic in your information gathering by asking questions and testing theories to find solutions for clients.

Benefits

• Competitive Salary and Annual Performance Based Bonus
• Medical and Dental Health Plans
• Supplemented Health Savings Account and Health Flexible Spending Account
• Dependent Care Flexible Spending Account
• Employer Supplemented Health Reimbursement Account Plan
• Short- and Long-term disability coverage paid for by employer
• Paid Group Life Insurance
• Flexible 401(k) retirement benefits with employer matching
• 10 paid holidays per year plus competitive vacation and sick leave
• Cell phone reimbursement plan
• Opportunity for advancement based on performance, personal growth, and cultural fit
• Work with a team-oriented culture that supports continuing education and career growth
• Strong support for volunteer, community and/or industry involvement

Qualifications

• BA or BS degree with exceptional academic performance from a challenging 4-year institution.
• Experience working with Excel is preferred.
• Some entry level experience in the financial services industry is preferred, but well-qualified graduating seniors will be considered.

Additional information

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.