Full Time
$10/hour
40
Oct 8, 2026
Seniority: Mid · Work model: Remote · Location: Remote — Philippines, US hours overlap
Winter Garden Capital is looking for an Analyst.
This is private wealth work. The clients are affluent families. Some files touch a family business or a closely held company. That is the exception. The job is the family: balance sheet, cash flow, trusts, entities, tax, and the analysis behind a plan. It is not a corporate FP&A seat and it is not a bank operations seat.
Remote. You review the associate's data for accuracy, then build the model framework and any custom models the plan needs. You turn validated data into the research, models, and materials the relationship manager uses with the client. Nothing goes up until it is checked.
What you will own
• Review data entered into the balance sheet, planning software, and other systems of record before it is used in a model or deliverable.
• Build models that test a recommendation against the status quo, stress assumptions, and document them.
• Run tax and technical research on complex questions. Flag risks.
• Build scenario models for liquidity events, buy-side and sell-side comparisons, cash flow, insurance, investments, and estate or succession cases.
• Use AI for research, modeling, and drafting. Check outputs against source documents and own the final product.
• Build client-ready slides with the relationship manager.
• Write clear, cited research memos and keep the research library organized.
• Draft deliverables and send templated or data-entry work back to the associate.
• Help set the document request list and stay in kickoff and working meetings so you have full context.
Required
• Four or more years in finance, accounting, or tax. Strong associates stepping up are welcome.
• Advanced Excel, PowerPoint, Word, and Outlook.
• Able to build and troubleshoot financial models independently.
• Comfortable directing AI tools and verifying the output.
• Strong tax and financial concepts, and strong research skills.
• Bachelor's in business administration, banking and finance, managerial finance, or accounting.
• Written and spoken English clear enough for memos and internal calls.
• US Central Time overlap.
Preferred
• CFA and/or CFP progress, or CPA exam eligibility.
• Experience reviewing personal, partnership, and corporate tax returns.
• eMoney, WealthTec, MoneyGuide, or similar planning software.
• Multi-scenario cash-flow, liquidity-event, or transaction models for closely held businesses or wealthy families.
• CCH, Bloomberg Tax, or similar research platforms.
Confidentiality
You will not see full bank account numbers, wire instructions, or login credentials. Statements you use are masked before they reach you. You do not write account numbers down, photograph them, save them locally, or send them on iMessage, WhatsApp, or personal
How to apply
Apply using our application form:
Pick Analyst from the role dropdown on the form. We review every application that comes through it.