Finance Associate: Estate & VC Reporting, AI Ready
Arrow Search Partners
Arrow Search Partners is seeking a detail-oriented accounting professional to support a family office environment in Greenwich, CT. The role emphasizes confidentiality and precise financial reporting across estates, investments, and venture activities. You will collaborate on estate planning, charitable giving, seed capital administration, and due diligence for new ventures, while integrating AI concepts to enhance reporting and governance. #J-18808-Ljbffr Arrow Search Partners
- AQR Capital Management is seeking a Finance professional to join its Family Office team, providing accounting, reporting, and administrative services across AQR Partners. The... ...investment firm. You will contribute to estate planning, seed capital administration, and reporting...SuggestedWork at office
- Job DetailExperience Level Associate DirectorDegree Type Bachelor of Arts (BA)Employment Full... ...potential.Job DescriptionFinancial Reporting Analyst / Fund Accountant OverviewTake on... ...RequirementsBachelor’s degree in Accounting, Finance, or a related field is required.5+ years...Suggested
- ..., an Investment Management firm is hiring for a unique finance opportunity supporting the financial affairs and investment... .... The individual will have exposure to ownership reporting, investment structures, estate planning initiatives, philanthropic activity, and special...SuggestedWork at office
- AQR Capital Management in Greenwich, CT is hiring a Finance Associate to support its in-house Family Office function within the Finance team. The role focuses on building accounting and reporting infrastructure and overseeing partner reporting on ownership interests. The...SuggestedWork at office
$90k - $115k
...motivated and intellectually curious Equity Accounting and Reporting Associate to join the Corporate Finance team. This role offers a unique opportunity to become... ...contact for external auditors, preparing audit-ready documentation and responding to audit inquiries.Support...SuggestedFull timeWork at officeRemote work$110k - $140k
...They seek a Fund Accountant to join their Greenwich, CT office.ResponsibilitiesPrepare and review monthly financial and management reports for the fundsCollaborate with outside administrators to create and maintain the financial records for the entitiesVerify administrator...Work at officeRemote work- ...professional to lead weekly and monthly financial reporting, build real-time dashboards, and drive... ...leverage Excel, financial models, and AI tools to accelerate analysis and automate... ...the Controller and CEO with board-ready materials and strategic insights. A startup...
$250k - $295k
Kelley Drye & Warren LLP’s Real Estate Practice Group is seeking a highly motivated midlevel associate with a solid background in real estate finance and lender representation. The ideal candidate will have approximately three to five years of experience in commercial real...Work at office- ...Job Summary Seeking a Regulatory Reporting FRA Analyst with experience in U.S. banking regulatory reporting, liquidity reporting, and FDIC... ...controls. The role requires close collaboration with Treasury, Finance, Risk, Operations, and Technology teams to support accurate and...
$100k - $115k
Morgan Stanley is seeking an Associate in Finance for the Wealth Management CFO Support team, focused on the Advisor Channel. The role emphasizes accounting, financial analysis and process transformation to improve performance across WM and firm initiatives. Located in...$210k - $250k
...Employer. Head of Technology & AI, Risk Advisory and Global... ...operational resilience, this role reports to AXA XL’s Chief Technology &... ...underwriting, claims, pricing, finance, customer operations, and... ...impacts are plannedworkforce readiness is supportedhuman-in-the-loop...Contract workWork at officeFlexible hours- ...Stamford, CT Wanted: dynamic and creative individuals ready to connect with a like-minded team. You’ll enjoy all... ...financial planning, forecasting, and management reporting. This role will partner closely with Finance leadership and business stakeholders to provide insights...
- ...team responsible for monthly, quarterly and year end investor reporting in coordination with controlling and the offshore team. Key Functions... ...investor reporting. Expert Microsoft Excel experience. Bachelor's Degree in Accounting or Finance. #J-18808-Ljbffr Oakridge Staffing
$85k - $115k
...RoleiCapital is looking to hire a Financial Planning and Analysis (FP&A) Associate to join the Corporate Finance team. This role will involve large-scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and...Full timeWork at officeRemote work$180k - $230k
...Get AI-powered advice on this job and more exclusive features.... ...Management Committee, and regularly report to the Board's Risk Committee.... ...teams. Lead regulatory exam readiness and ensure consistent... ...time Job function Job function Finance Referrals increase your chances...Full timeRemote work$79k - $109k
...analysis, forecasting, and reporting to help guide decision-... ...our partners across Finance, HR, and Recruiting to... ...emerging capabilities such as AI, to increase efficiency... ...we've grown to 20,000 associates globally who support... ...and inspiring. Ready to grow your career with...Worldwide- PepsiCo is seeking a Financial Reporting professional to perform period and quarterly accounting close for US Bottling Field locations and support field locations on business initiatives, tax filings, and audits. This hybrid role is based in Purchase, NY or Chicago, IL....
$115k - $150k
...process. Responsibilities Support estate planning administration and reporting Coordinate charitable giving transactions... ...vehicle’s Assist in integrating AI concepts and capabilities... ...Bachelor’s degree in accounting or finance 3-5 years of family office or public...Work at office- ...Analyst to own weekly, monthly, and quarterly financial reporting with cost ‑optimization responsibilities. You will... ...role requires 2-3 years in financial analysis or FP&A, a finance/Accounting degree, and experience with AI‑driven reporting. #J-18808-Ljbffr OnMed LLC
$90k
...Senior Financial Analyst to own weekly, monthly and quarterly reporting and analysis, with responsibility for expense... ...CEO, building dashboards, models and forecasts, and using AI tools to accelerate finance operations. The role offers a competitive base salary up...$110.7k - $218.3k
...use advanced data, AI, and emerging... ...concept to client-ready implementation—both... ...Bachelor’s degree in Finance, Economics, Business... ...management and reporting (e.g., liquidity stress... ...Markets, Real Estate, FinTech/PE).Prior... ...plus strong grasp of associated models, data,...Work at officeVisa sponsorship- ...remediation Support SIEM, IDS/IPS, DLP, endpoint protection, and vulnerability management tools Develop POA&M tracking and remediation reporting Governance & Advisory Participate in audits and compliance assessments Develop threat intelligence monitoring processes Deliver...Long term contractContract work
- ...About the RoleAs our Manager of Finance Platforms, you are... ...position is remote and will report into Lovesac Corporate HUB based... ..., financial close, and audit readiness processes.Identify manual workarounds... ....Pet Insurance and generous Associate Discounts.*Eligibility and...Full timeTemporary workLocal areaRemote workFlexible hours
- ...proceduresAlign governance practices with NIST CSF 2.0, ISO 27001, CIS ControlsSupport development of security control frameworksMaintain audit-ready documentationRisk & Control Management Conduct enterprise security risk assessmentsDevelop and maintain: IT Risk Taxonomy, IT Risk...
$120k - $180k
...structuring, documentation, operational readiness, and launch are met on time.Serve as the... ...internal iCapital teams, including Fund Finance, Investor Relations, Legal, Compliance,... ...including share classes, fee structures, and reporting requirements.Lead the User Acceptance...Full timeWork at officeRemote work- ...is seeking an FP&A & Portfolio Management Associate to join a highly visible team supporting senior leadership on strategic finance, portfolio management, capital allocation,... ...strategic decision-making Support fair value reporting and performance analysis across portfolio...
- ...in Stamford, CT. They're looking to add a talented Strategic Finance Associate to their growing team. The firm has an excellent reputation... ...financial planning activities, including budgeting, forecasting, reporting, and evaluating variances. Build complex financial models,...
$120k - $140k
...you will work within the AQR Finance team to help build and support... ...infrastructure that provides accounting, reporting, and administrative services... ..., including integrating AI concepts and capabilities.... ...seed capital program. Support estate planning administration and reporting...Work at office$100k - $140k
...About the Role iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve... ...large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and...Full timeWork at officeRemote work$100k - $145k
Overview Get AI‑powered advice on this job and more exclusive features. This range is provided by QXO. Your... .... Base Pay Range $100,000.00/yr - $145,000.00/yr Reporting & Job Type Reports to: VP Consolidations & Finance Systems Job Type: Full‑Time Job Overview As a...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance Associate: Estate & VC Reporting, AI Ready. Be the first to apply!
- strategic finance associate Greenwich, CT
- financial advisor development program Greenwich, CT
- jde finance consultant Greenwich, CT
- estate planning consultant Greenwich, CT
- associate corporate finance Greenwich, CT
- wealth advisor Greenwich, CT
- financial planning associate Greenwich, CT
- financial consultant Greenwich, CT
- financial planner Greenwich, CT
- private wealth advisor Greenwich, CT

