Family Office Associate
Arcadia Investment Partners
We are seeking a highly motivated and analytically rigorous Investment Associate to join our single-family office. The role provides broad exposure across private equity, venture capital, public equity and credit, portfolio management, and operations.The Investment Associate will work closely with the principal and senior management in evaluating new investment opportunities, monitoring portfolio companies and fund managers, managing investment data and reporting processes, and supporting the day-to-day operations of the family office.Primary Responsibilities: Investment Management, Portfolio Management & ReportingEvaluate new private investment opportunities across venture capital, growth equity, private equity, real estate, and other alternative asset classes. Conduct market, industry and competitive analysis.Prepare investment memoranda, summaries, and presentation materials Review financials models, investment materials, and legal documentation Track and report on investment performance, capital calls and distributions, and portfolio developments. Participate in regular calls and meetings with portfolio companies, sponsors, and external investment managers Track portfolio exposures, positioning, and conduct performance attribution Help maintain portfolio reporting and investment dashboards Assist in monitoring and managing the family office's public equity and liquid investment portfolio Family Office OperationsMaintain investment databases, reporting systems, operational trackers, and document repositories Track investment schedules, liquidity timelines, capital commitments, and compliance requirements Coordinate with external service providers including accountants, attorneys, administrators, and consultants Assist with ad hoc strategic, operational, and analytical projects across the family office Qualifications:2-5 years of experience in investment banking, private equity, venture capital, hedge funds, consulting, asset management, family office investing, or related fields Strong financial modeling, analytical, and research capabilities Excellent organizational skills and attention to detail Strong written and verbal communication skills Ability to manage multiple projects and work independently in a fast-paced environment High degree of professionalism, discretion, and intellectual curiosity Advanced proficiency in Excel and PowerPoint
- ...We are seeking a highly motivated and analytically rigorous Investment Associate to join our single-family office. The role provides broad exposure across private equity, venture capital, public equity and credit, portfolio management, and operations. The Investment...Work at office
$310k - $390k
Job Description Pillsbury’s prominent Private Client & Family Office practice group is seeking to hire a mid-level Associate to join its New York office. The role focuses on sophisticated domestic and international planning for ultra-high-net-worth individuals, family offices...Work at officePrivate practice$104.7k - $174.5k
Overview Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division , which serves the unique needs of... ...organizational and analytical skills Proficiency with Microsoft Office (PowerPoint emphasis) and modern AI productivity tools...Work at office$45k - $55k
...Reporting to the Director of Programs, the Staff, Programs - Associate Family Team Conference Facilitator (AFTCF) is responsible for coordinating... ...with families and children. Proficiency in Microsoft Office applications, Excel, PowerPoint, and Word - Required....Work at officeImmediate start$60k - $72k
...Client Service Associate Wealthspire is a leading wealth management, retirement advisory... ...management firm serving individuals, families, endowments, and institutions across the... ...consulting, business management, family office, and retirement plan advisory services -...Work at office- ...Job Description We are seeking a Senior Associate/early career level Manager that will... ...serving ultra‑high‑net‑worth individuals, families, endowments, and foundations. As a client... ...management, wealth planning, and family office services. Our core values guide us to...Work at office
$150k - $165k
...C.A. Goldberg, PLLC is hiring a Senior Associate for immediate start. C. A. Goldberg... ...in state and federal courts, as well as family courts. The Senior Associate may also be... ...ready for you to start ASAP. Brooklyn office. The position requires travel for court and...Work at officeFull timeLive inImmediate start$80 per hour
...clinicians to deliver high-quality care to individuals, couples, and families. By taking care of all the new client marketing and... ...feeling like you’re on an island. We offer case consultation, office hours, and a growing therapist community to make Rula a place you...Work at officeHourly payFor contractorsPrivate practiceRemote work- ...The Role We are seeking an experienced Associate Attorney with at least 3 years of... ...Removal Proceedings before the Executive Office for Immigration Review (EOIR). Provide... ...relief. USCIS Procedures: Success with family-based petitions and complex waivers. Language...Work at office
- ...and professional life to focus on what matters most to you! We are looking for a Manager to join our Business Management and Family Office practice within the Advisory Department. As a Manager, you will be responsible for: Responsibilities Generate and identify...Work at office
$175k - $200k
...Associate Position We are passionate about our business and our culture, and are seeking... ...-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting... ...status, genetic information (including family medical history), disability (in compliance...Work at office- ...dedicated to making a difference in the lives of our patients, their families, and our communities. Our passionate team of expert oncologists... ...as a "runner" by assisting staff with tasks throughout the office as needed Support front desk operations with general...Work at office
$130k - $150k
...seeking an Operational Due Diligence (ODD) Associate to help lead operational risk assessments... ..., and operational efficiency. In-Office Requirement: 4 days per week/ph3Responsibilities... ..., paid time off, paid holidays, family planning benefits and various wellness programs...Work at officeOdd job- ...NY Required 4 days per week in the office (Mon-Thurs) at our new office location at... ...a detail-oriented and highly organized Associate, Credit to join our team. This person will... ...development / build to rent communities of single-family homes/ horizontal development projects...Work at officeFlexible hours
$24.76 - $30.21 per hour
...Practice Associate II The 61st Street Service Corporation, provides administrative and... ...fosters engagement with patients and their families by helping to navigate services and... ...insurance plan. Coordinates and schedules office visits and procedures. Schedules...Work at officeHourly payFull timeLocal area- ...you can be. You're not just a number. You're part of the Centri Family. Career Advancement: ~ Working at Centri is not just a job,... ...and a hunger to become an expert. ~ Proficient in Microsoft Office Suite with an emphasis on Excel skills. Education and Experience...Work at officeLocal area
- ...Wealth Management Associate – Secaucus, NJ (5013) (2300005A) Equitable Advisors is dedicated... ...about helping individuals and families reach their financial goals, Equitable Advisors... ...clients' unique situations. Location : In‑office presence required. Work‑Life Balance :...Work at officeWork experience placementLocal areaFlexible hours
$66.3k - $103k
...the fulfillment of Making It Possible. Associate Specialty and Retail Pharmacy In this... ...financial concepts ~ Proficient in Microsoft Office applications including Excel, Word, and... ...benefits that support you and your family in every aspect of life. Start your life-...Work at officeContract workMonday to Friday$53.5k - $86.4k
...online application, please contact NGIC main office by phone at (***) ***-****. It is the... ..., race (include traits historically associated with race, including, but not limited to... ...Holdings Corp., a member of the Allstate family of companies, is headquartered in New York...Work at officeVisa sponsorshipWork visa$23.56 - $27.84 per hour
...Opportunity to grow as part of the Practice Associate Career Ladder! Job Summary: The... ...timely services to the patients, their families, and providers. The Practice Associate... ...activities. Coordinate and schedule office visits and procedures. Schedule ancillary...Work at officeHourly payFull timeLocal area$25k
...modernizing the ticketing industry. As an associate on the CRM marketing team, you'll play an... ...you to work as many days a week in the office as you'd like or 100% remotely ~ A WFH... ...PTO ~ Up to 16 weeks of fully-paid family leave ~401(k) matching ~ Student...Work at officeLocal areaRemote workWork from homeHome officeFlexible hours$50k
...global media network within the Omnicom family, UM operates in over 100 countries, with... ...MENAT by RECMA Position Overview The Associate, Media Planning is an entry-level... ...communication skills • Proficiency with Microsoft Office: Excel, Word, PowerPoint • Able to...Work at officeLocal area$67k - $85k
...Associate, Supply Chain New York Running a large, fast-growing, and high-performing... ...public charter schools takes a village - families, children, teachers, staff and faculty,... ...: Working within our central Network office, the Supply Chain Associate has an excellent...Work at officeContract workFlexible hours- ...Our client is seeking a vendor management associate for their fast paced environment. This... ...fast-paced work environment, Basic PC & office equipment knowledge (Word and Excel), Work... ...identity and expression), marital or familial status, age, physical or mental disability...Work at officeLocal areaShift workWeekend workAfternoon shift
$60k - $80k
...Description Haddad is a privately held family business with over 100 years of... ...countries and maintains sales and sourcing offices in 22 cities globally, including New York... ...Overview: The Senior Sourcing Associate will determine final costing of product,...Work at officeFull timeSeasonal workOverseas$70k - $90k
...Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across...Work at officeInternshipFlexible hours- ...development services and eCommerce solutions across our family of brands. Our vision is to create a best-in-class... ...it is imperative that we build a best in the class Office Operations department ABOUT THE RETAIL ASSOCIATE Within UJUU the Office Operations Department is...Work at officeTemporary workImmediate start
$100k - $115k
...Associate, Office Administration Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society...Work at officeFlexible hours$310k - $390k
...group in New York is seeking a mid-level associate (class of 2022-2020) with substantial... ...work effectively as part of a team across offices and practice areas. The starting base salary... ...or citizenship status, marital or familial status, domestic partnership status, caregiver...Work at officeSecond jobRemote workMonday to Thursday- ...Care Coordination Associate Saturdays and Sundays 7am 3:15pm. The Care Coordination... ...first point of contact for patients and families, providing exceptional customer service... ...Strong computer skills, with proficiency in office automation tools. Ability to work...Work at officeLocal areaImmediate startWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Family Office Associate. Be the first to apply!
- search associate New York, NY
- IT associate New York, NY
- revenue cycle associates New York, NY
- technology transfer associate New York, NY
- design associate New York, NY
- trust associate New York, NY
- drug safety associate New York, NY
- associate attorney New York, NY
- online associate New York, NY
- benefits associate New York, NY



