Manager-Family Office

New York, NY

Responsibilities

 

  • Oversight of the family office, including family office staff support, for senior members of the organization
  • Establish strong working relationships with the members and their respective families in order to strategically manage the family office while maintaining privacy when appropriate
  • Management of ad-hoc requests of special projects, including such items as real estate transactions and construction projects.
  • Management of non-firm businesses, including management of multiple homes and household staff/ personnel/estate managers.
  • Serving as client relationship manager for outside investments, including coordination with in-house counsel, due diligence on documents, knowledge of products and transactions and being point person for obtaining tax and financial information
  • Overall cash flow management, including the preparation of monthly/quarterly financial statements for each member of senior management, including all entities, such as trusts and partnerships
  • Coordination with in-house tax counsel for preparation of quarterly and annual tax filings
  • Daily management of the personal accounts payable function for senior management, vendor management, and household staff compensation issues.

 

Requirements

 

  • 10-15 years’ experience, either at another family office, hedge fund or senior management experience of a large company
  • Senior leader who has demonstrated project management success in a complex and dynamic organization.
  • Financial background including knowledge of financial planning and analysis, accounting and investments is preferred.
  • Experience in estate planning and/or individual taxes a plus

 

 

 

 

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 3/27/2020
Salary $150,000 - $175,000 + bonus






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