- Enterprise Community Partners (New York, NY)
- …Gifts will be responsible for devising and implementing our strategy to secure U/HNWI, family office , and donor advised funds (DAFs) support. The individual will ... priority areas, determining capacity for philanthropic gifts and impact investments , power-mapping relationships, and connections.This role will contribute to… more
- Robert Half Finance & Accounting (Wilkes Barre, PA)
- …for a unique and exciting newly created opportunity! Our client, a newly created family office working in tandem with a well-established, best in class local ... This position provides a unique opportunity to assist the family office across several different areas as...ledgers for part of the parent company, complex trusts, investment entities, family partnerships, and other operating… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …* Assist with various accounting related tasks and financial reporting tasks for the Family Office and Investment Funds * Maintain the general ledgers ... interest areas. We are seeking a diligent and detail-oriented Family Office , Finance Manager based in San...and their portfolio of residential and commercial property, and investments * Oversee the alternative investment portfolio,… more
- KPMG (New York, NY)
- …quality tax service and play a key role in growing KPMG's Family Office Tax Practice, which focuses on investment management companies, family limited ... **Business Title:** Tax Manager, Family Office Partnerships **Requisition Number:** 112703...important than investing in our culture because it's an investment in our people, our future, and what we… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …estimates and annual extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns for various individual, ... partnership and fiduciary entities for the family office + Researching tax related issues...with ultra-high net worth clients and will have prepared investment partnership and fiduciary tax returns + Understanding of… more
- Robert Half Finance & Accounting (Boston, MA)
- …a family office . * Dispatch reports to clients featuring monthly investment performance. * Facilitate the restructuring of family assets. * Carry out ... managing a variety of accounting tasks within a local, multi- family -based firm offering investment advising. This position...to participate and contribute to firm growth. * Previous family office experience is a strong plus.… more
- KPMG (Stamford, CT)
- **Business Title:** Tax Senior Associate, Family Office **Requisition Number:** 112611 - 20 **Function:** Tax Services **Area of Interest:** **State:** CT ... important than investing in our culture because it's an investment in our people, our future, and what we...help you make the best decisions for yourself, your family , and your lifestyle. Available benefits are based on… more
- Mirador (Stamford, CT)
- …procedures and processes + Knowledge of the independent wealth management and/or family office landscape + Strong communication skills to face clients ... deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that… more
- Matter Family Office (Denver, CO)
- Company Description At Matter Family Office , families are our number-one priority. We lead the way on a purpose-driven path that combines a family 's goals ... the start of a rewarding, challenging career at Matter Family Office . The majority of your time...other client reports + Reviewing, modeling, analyzing, and rebalancing investment portfolios + Supporting client teams in client meeting… more
- Matter Family Office (Dallas, TX)
- Company Description At Matter Family Office , families are our number-one priority. We lead the way on a purpose-driven path that combines a family 's goals ... and payments on taxes, estate, and insurance + Alternative investment subscriptions/redemptions and Limited Partnership agreements + Management and organization… more
- Robert Half Finance & Accounting (Chicago, IL)
- …5) And more Responsibilities and Duties: * Administer tax compliance for family members, trusts, investment partnerships, private foundations, and individual ... taxing authorities. * Proactively provide tax planning and strategies to strengthen family members wealth accumulation. The expectation is to constantly be apprised… more
- Citigroup (New York, NY)
- …+ Oversee Private Equity Counterparties and transactions risk across Private and Investment Bank. Provide oversight and challenge for the business covering full ... Master's degree preferred + FRA and/or FRM preferred **Job Family Group:** Risk Management **Job Family :** Credit...preferred **Job Family Group:** Risk Management **Job Family :** Credit & Portfolio Risk Management **Time Type:** Full… more
- Mirador (Stamford, CT)
- …deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that ... supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin… more
- Kelly Services (Birmingham, MI)
- …highly organized and experienced Executive Assistant/ Office Manager to join small family office located in downtown Birmingham. As an Executive Assistant, ... That's where Kelly(R) Professional & Industrial comes in. We're seeking an **Executive Assistant/ Office Manager** in **Birmingham, MI** . We're here to help you find… more
- Commerce Bank (Kansas City, MO)
- …be a primary point of contact supporting Private Client, Institutional Trust and Family Office services within Commerce Trust. Essential Functions + Provide high ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...Knowledge, Skills & Abilities Required + Extensive knowledge of investments and the investments field + Strong… more
- University of Florida (Gainesville, FL)
- …outreach meetings and various agencies for collaboration. Travels to the Healthy Family office for supervision, staff meetings and training. Establishes a ... Family Support Worker - OBGYN Department/Healthy Families Apply...available. Build your retirement roadmap with competitive pension plans, investment accounts and a host of voluntary add-ons, such… more
- CalSTRS (Sacramento, CA)
- … Officer, Sustainable Investments State Teachers' Retirement System JC-433259 - Investment Officer, Sustainable Investments INVESTMENT OFFICER II, STATE ... is seeking an experienced individual to work as an Investment Officer II on the Sustainable Investments ...Location:** This is a hybrid position, which entails working in- office in San Francisco, CA two days a week… more
- CalSTRS (Sacramento, CA)
- …Teachers' Retirement System JC-435505 - Investment Officer III - Direct Investments INVESTMENT OFFICER III, STATE TEACHERS' RETIREMENT SYSTEM $10,068.00 - ... Job Posting: Investment Officer III - Direct Investments ...world. Team members will collaborate with the broader CalSTRS Investment Office and engage in projects ranging… more
- CalSTRS (Sacramento, CA)
- … Officer - Direct Investments State Teachers' Retirement System JC-435439 - Investment Officer - Direct Investments INVESTMENT OFFICER II, STATE ... world. Team members will collaborate with the broader CalSTRS Investment Office and engage in projects ranging... and engage in projects ranging from evaluation of co- investments , secondary transactions, and other private equity investment… more
- TIAA (St. Louis, MO)
- …including Wirehouses, Private Bank, Independent & Regional Broker-Dealer, RIA and Family Office . + Presents the enterprise's Alternative capabilities to ... Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under… more
