About this role
Family Wealth Analyst at undefined. Location: Baltimore, Maryland, United States. Role: assist planning, analyze investments, coordinate taxes Requirements: Bachelor's degree in Accounting/Finance/Economics; 2 years in client-focused professional services; strong MS Office skills; familiarity with financial analysis. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint Commitment: Full Time Workplace: Onsite Languages: English