Finance Associate

About The Company 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 Salary Range $115,000-$150,000 #J-18808-Ljbffr