Finance Associate

Our client is a leading global investment management firm that applies quantitative research and technology to develop systematic investment strategies across equities, fixed income, multi-asset, alternative investments, and risk management solutions. The firm serves a broad institutional and wealth management client base through a disciplined, data-driven investment process.

Responsibilities

Support estate planning administration and reporting; Coordinate charitable giving transactions and related documentation; Manage the administration and reporting of the firm’s internal seed capital program; Oversee reporting regarding ownership interests and related investments; Support the due diligence, administration, and reporting of new venture capital vehicle’s; Assist in integrating AI concepts and capabilities

Requirements

Bachelor’s degree in accounting or finance; 3-5 years of family office or public accounting experience; Strong accounting and financial reporting skills; Exposure to high-net-worth clients and maintaining confidentiality