New Analyst – Family Office & Private Equity Services

M3 Family Office is a premier multi-disciplinary advisory firm serving the private equity and venture capital community. Founded by Mark Scionti, M3 has over four decades of experience guiding ultra-high-net-worth families through every phase of wealth creation and preservation — from carried interest modeling and liquidity planning to estate design and family governance. We serve as the financial operating system for private equity professionals.

Role Overview

This is a non-sales, high-impact analyst role supporting M3’s leadership team, including Director of Private Equity Services, and Director of Financial Planning & Investment Strategy. You will work directly with leadership on real client projects involving private equity portfolios, financial modeling, estate design, investment analytics, and family office operations.

Responsibilities

• Support day-to-day operations across reporting, performance tracking, cash flow, and data aggregation.

• Assist in preparing carried interest forecasts, liquidity projections, and estate planning deliverables.

• Collaborate on investment and planning strategies, client communications, and dashboard enhancements.

• Conduct research on financial markets, tax issues, estate planning structures, and private equity trends.

• Participate in internal strategy sessions, training programs, and process development initiatives.

Candidate Profile

• Recent graduate with strong academic achievement in Finance, Accounting, Economics, or related field.

• Proficient in Microsoft Excel and PowerPoint with strong analytical and presentation skills.

• Curious, detail-oriented, and resourceful with a genuine interest in wealth management and private equity.

• Eager to learn modern AI-based tools and technologies.

• Organized and proactive — thrives in a fast-paced, entrepreneurial environment.

• Demonstrates integrity, professionalism, and a service mindset aligned with M3’s culture.

Why Join M3

This is more than a first job — it’s a launchpad. At M3 Family Office, you’ll work side-by-side with senior advisors who have decades of experience in private equity, wealth management, and estate strategy. You’ll gain direct exposure to complex financial structures and see how true multi-generational planning works — not in theory, but in practice.

M3 Family Office, LLC

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New Analyst – Family Office & Private Equity Services