Analyst

Company Description Mark8 is a family office and endowment fund facilitation platform that supports families and business owners in structuring and coordinating long-term wealth and legacy vehicles. Rather than serving as an investment manager, Mark8 operates as a facilitator, connecting clients with trusted investment, legal, tax, accounting, and corporate professionals. The platform focuses on building integrated, tailored solutions that address complex financial and governance needs. Mark8 emphasizes collaboration, transparency, and high-quality professional partnerships to help clients manage and preserve wealth across generations.Role Description This is a full-time remote Analyst role. The Analyst will support client engagements by gathering and organizing financial, legal, and tax-related information, preparing reports and summaries, and assisting with the evaluation of professional partners and solutions. Day-to-day responsibilities include conducting research on investment structures and wealth planning strategies, compiling data into clear presentations, and maintaining accurate records and documentation. The Analyst will collaborate with internal team members and external professional partners, help coordinate meetings and follow-ups, and contribute to the continuous improvement of processes and tools used to serve families and business owners.QualificationsStrong analytical and research abilities, including data collection, evaluation, and interpretation for wealth, tax, and legal structures.Proficiency in financial analysis and reporting, with comfort working in spreadsheets, financial modelling and presentation tools.Excellent written and verbal communication skills, with the ability to present complex information clearly to diverse stakeholders.Solid organizational and time management skills, including attention to detail and the ability to manage multiple tasks remotely.Ability to collaborate effectively with cross-functional teams and external professional partners in a facilitation-focused environment.Bachelor’s degree in finance, economics, business, accounting, or a related field; advanced study or certifications (e.g., CFA, CPA, CFP) are a plus.Prior experience in family office, wealth management, investment consulting, or professional services environments is beneficial.Comfort working in a remote setting with strong self-motivation, discretion, and commitment to confidentiality.