Financial Analyst – Family Office

Job Description

Financial Analyst | Santa Barbara Management

The Tone:
This is a full-time role at Santa Barbara Management, located in Chicago, IL. Santa Barbara Management was founded by accomplished business builders and investors to solve the growing financial complexity faced by founders and investors. The firm engineers wealth for exceptional builders and their families through a fully-integrated family office model combining investments, tax, trusts and estates, financial operations, and strategic finance. As a Financial Analyst, you will be a foundational member of a client delivery pod, supporting Family Office Associates and Family CFOs in serving ultra-high-net-worth families, marking your entry point into a comprehensive family office career track.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Chicago, IL
• Pay: $75000–$95000 yearly
• Team: Supports Family Office Associate and Family CFO within a client delivery pod
• Mission: Assists ultra-high-net-worth families by maintaining their full financial picture and supporting complex financial decisions.
• Tech Stack: Excel, PowerPoint, Word, new financial systems, AI tools

What You’ll Actually Do
• Financial Picture Management: Help construct and maintain the complete financial overview for each client, including balance sheet, income statement, cash flow, and tax, trust, and estate reporting.
• Data Accuracy & Reporting: Prepare the underlying data for quarterly client reviews, ensuring its accuracy and consistency before client presentation.
• Operational Oversight: Own the process of money movement and bill payment for ultra-high-net-worth families, where precision and timing are critical.
• Client Support & Discrepancy Resolution: Serve as a crucial checkpoint across client accounts, identifying and resolving discrepancies before they reach the client, and managing bespoke financial analysis and personal administration projects.
• Foundational Knowledge Building: Develop a working understanding of taxes, portfolio construction, asset classes, and investment products, alongside trust and estate planning principles.

The Must-Haves
• Background: Bachelor’s degree with strong academic performance in finance, accounting, or a related field.
• Experience: 2+ years of experience in finance, accounting, or a related field.
• Skills: Proficient in Excel, PowerPoint, and Word; comfortable learning new systems quickly; strong analytical rigor; meticulous attention to detail; clear and professional communication; sound judgment.
• Bonus: Exposure to wealth management, family office services, or client-facing work; an appetite for finding better ways to do things with technology and AI.