- NFP (Melville, NY)
- …offices in Boca Raton, FL, Melville, NY and New York City is seeking a Family Office Accountant. In this position, you will be responsible for maintaining the ... Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $29B in AUM. We have...clients. The successful candidate will work directly supporting our Family Office Accounting team to handle the… more
- Dalio Family Office (Westport, CT)
- Accounts Payable Associate Dalio Family Office Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and ... their family in their ventures, investments , and philanthropic...Accounts Payable Associate to join and support the Dalio Family Office 's Finance Pillar. In this role,… more
- Fidelity Investments (Middleton, WI)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local...and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people,… more
- City and County of San Francisco (San Francisco, CA)
- … management firm, pension plan, university, endowment, foundation, corporation, family office , consulting firm or other investment institution with at least ... investment management firm, pension plan, university, endowment, foundation, corporation, family office , or consulting firm. Substitution *Possession of a… more
- Fidelity Investments (Tampa, FL)
- …solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage ... Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in… more
- Whittier Trust (Seattle, WA)
- …our clients' wealth and well-being across generations. As the oldest, privately owned, multi- family office headquartered on the West Coast, we operate with the ... management, consulting, fiduciary expertise, philanthropic support, and comprehensive family office services. Entrusted with managing approximately $25… more
- Fisher Investments (Tampa, FL)
- …a point person for day-to-day questions from various PMG team members and Investment Counselors regarding solution output You will identify cases to test production ... As you gain expertise, increased responsibility to train other PMG and Investment Counselor teams on the system capabilities and more advanced and complex… more
- BlackRock, Inc. (San Francisco, CA)
- …of asset management, risk management and advisory services supporting our clients' investment objectives. The dedicated Family Office , Healthcare, ... relationship management and fundraising and preferably with a focus on alternative investments . Deep investment knowledge. Strong proficiency across a wide range… more
- Citigroup, Inc. (Jacksonville, FL)
- The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in… more
- State Of California (Sacramento, CA)
- …from 12:00 to 1:00 pm for an opportunity to connect with leaders from our Investment Office (INVO) and learn about exciting job opportunities and the application ... The Investment Operations (IO) team within the Investment Office (INVO) is responsible for middle...color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender… more
- New York Life Insurance Co (Atlanta, GA)
- …construction and bridge loans), which are typically secured by industrial, multi- family , retail, office , and hotel properties. Financial strength, integrity ... and commercial properties including, but not limited to, industrial, retail, multi- family , office , and hotels. Excellent analytical, quantitative and technical… more
- MUFG Bank, Ltd. (New York, NY)
- …are seeking an energetic, client-focused Administrative Assistant to join our Intrepid Investment Bankers team to provide office -based support. You will partner ... of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to… more
- Deutsche Bank (New York, NY)
- Job Description: Job Title Talent Development Lead - Investment Bank Location New York Corporate Title Vice President As a member of the Talent Development and ... talent development agenda that supports the strategic priorities of the Investment Banking Business, incorporating leadership development, skill building and talent… more
- Bank of America (Charlotte, NC)
- …impact in the communities we serve. Bank of America is committed to an in- office culture with specific requirements for office -based attendance and which allows ... financial analysis for credit approval of ultra-high-net-worth clients (individuals, family offices, trusts, special wealth vehicles, etc.) in compliance with… more
- Moelis & Company (Boston, MA)
- …of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate ... sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans… more
- Bain Capital, LP. (Boston, MA)
- …life sciences / lab space, senior housing, self-storage, industrial - infill, medical office , multi- family , media / content space, etc. This individual will be ... Bain Capital is one of the world's leading private investment firms. We create lasting impact for our investors,...Capital Real Estate was formed in 2018 and pursues investments in often hard-to-access sectors underpinned by enduring secular… more
- Hantz Group (Southfield, MI)
- …with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over ... As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty… more
- Frazier & Deeter (Tampa, FL)
- …671-679 (Grantor Trust rules) and estate tax law principles Familiarity with family office services and private foundation structures Proven expertise in ... We also provide expert consultation regarding tax implications on investments , mergers and acquisitions, reorganizations, and liquidations. Duties/Responsibilities: Manage… more
- KPMG (Irvine, CA)
- …partnership tax experience in an accounting firm, corporation, law firm and/or family office Bachelor's degree from an accredited college/university Licensed ... important than investing in our culture because it's an investment in our people, our future, and what we...compliance and advisory services to pass-through entities, partnerships, and family offices for a variety of clients Work as… more
- Kforce, Inc. (Morristown, NJ)
- Kforce's client, a Long-standing New Jersey based Family Office is seeking a talented, hands-on Senior Accountant. This role reports to the ... Controller.Summary:The organization has an extensive investment portfolio of private equity and brokerage accounts with...and utmost discretion and integrity willingness to work in office most days The pay range is the lowest… more
