Business Analyst at G1 Partners in illinois

Family Office Analyst

The Client
Our client, G1 Partners, LLC (“G1”), is a private, multi-family office headquartered in Park Ridge, Illinois. G1 provides comprehensive financial and administrative services to approximately fifteen highly sophisticated and successful families across the United States. The firm’s mission is to deliver exceptional, personalized service that integrates financial planning, wealth transfer, tax coordination, and family office administration. G1 fosters a collegial, people-first culture built on integrity, collaboration, and intellectual curiosity.

Located just steps from the Park Ridge Metra train line, G1 Partners offers a professional yet flexible environment where teamwork, precision, and client care drive every decision.

The Opportunity
The Family Office Analyst will play a key role in supporting the financial and administrative needs of ultra-high-net-worth families. Working within a small, dedicated team, the Analyst will assist in the preparation of financial reports, cash flow analyses, tax data coordination, and investment-related administration. The role requires a detail-oriented, resourceful, and intellectually curious professional eager to contribute to a dynamic family office environment while developing deep expertise across wealth management disciplines.

Location
Park Ridge, Illinois (Hybrid work schedule available)

Reports to
Senior Analyst / Relationship Manager

The Position

Key Responsibilities

• Financial Reporting & Planning
  • Prepare monthly and quarterly financial statements using Addepar reporting software.
  • Develop liquidity and cash flow analyses to support client financial planning.
  • Create and maintain detailed expense reports and monthly expenditure summaries.
  • Collect and organize financial account statements; reconcile data across accounts.
  • Coordinate wire transfers, ACH transactions, and client bill payment services.
  • Research financing options, including construction loans, mortgages, and lines of credit.
• Administrative Services
  • Collaborate with external Registered Investment Advisors (RIAs) and facilitate client meetings.
  • Assist in new account setup, documentation, and compliance requirements.
  • Audit client bank transactions and verify accuracy of payments and distributions.
• Estate & Wealth Transfer Support
  • Coordinate the preparation, signing, and storage of trust and estate documents.
  • Design family organization charts and assist with family entity structuring.
  • Administer intra-family and trust loans, including drafting promissory notes and tracking repayment schedules.
  • Assist in education funding analyses and 529 plan coordination.
• Tax Advisory & Compliance Support
  • Gather, organize, and maintain tax documentation in secure electronic files.
  • Proactively acquire missing information for tax filings and reporting.
  • Review quarterly estimated tax and extension payments; coordinate payments with advisors.
  • Support tax season processes in collaboration with CPAs and legal advisors.
• Client & Vendor Coordination
  • Maintain correspondence with accountants, bankers, custodians, and law firms.
  • Ensure timely communication and follow-up on client-related inquiries and projects.

The Ideal Candidate

Qualifications:

• Bachelor’s degree required; concentration in Accounting, Finance, Business Administration, or Economics preferred.
• 1–3 years of experience in financial analysis, accounting, or family office administration preferred.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with Addepar or similar financial reporting systems a plus.
• Strong analytical, critical thinking, and problem-solving skills.
• Exceptional organizational skills and ability to manage multiple priorities.
• Excellent written and verbal communication skills, with the ability to explain complex matters clearly.
• High level of professionalism, integrity, and discretion when handling confidential information.
• Team-oriented mindset with a proactive, service-driven attitude.

Compensation:
Competitive base salary commensurate with experience ($50,000 – $65,000 annually), plus a comprehensive benefits package including health, dental, vision, life insurance, 401(k) with matching, paid time off, tuition reimbursement, and professional development support. This is a full-time, in-person position with hybrid flexibility.