VP, Family Office Reporting & Advisory for UHNW
InforCapital, partnership
Goldman Sachs is seeking a Vice President for Family Office Reporting & Advisory based in New York. This role focuses on strategic implementation and optimization of reporting solutions for ultra-high-net-worth clients. Key responsibilities include leading consolidated reporting platforms, managing vendor relationships, and overseeing a reporting team. Candidates should have extensive experience in family office advisory and wealth management operations, particularly with UHNW clients. Join Goldman Sachs to enhance client experiences and deliver high-quality services. #J-18808-Ljbffr InforCapital, partnership
$350k - $375k
...VP, Tax - Prestigious High Net Worth Family Office, Midtown | Hybrid | $350K–$375K All-In Compensation... ...tax filings, financial reporting requirements, and... ...including significant work with UHNW individuals, families,... ..., or major accounting/advisory firm strongly preferred....Work at officeImmediate start$300k - $405k
...Dalio Family Office is hiring a VP of Portfolio Analytics & Reporting in New York to build and own institution-wide investment performance reporting and analytics across public markets, PE, VC, real estate and alternatives — with Board/Trustee visibility. Builder/shaper...Work at office- ...VP - Family Office Fund Controller A rapidly growing alternative investment platform is seeking... ...provides customized investment and advisory solutions to sophisticated clients.... ...This is a highly hands-on accounting and reporting role responsible for overseeing the day...Work at officeFull time
$106.5k - $195.1k
...EY and help to build a better working world.The opportunity Family Office Advisory Services is a growing practice within the organization, and... ...tiered ownership structuresKnowledge of tax compliance and reporting requirements across entity types, including partnerships,...Work at officeSummer holidayImmediate startFlexible hours- Our Transaction Advisory Services practice provides seamless analytical... ...to complex areas of the report-writing processMentoring analysts... ...skillsDemonstrated proficiency in Microsoft Office, with focus on PowerPoint and... ..., generous parental and family leave.Protective Insurances:...Work at officeTemporary work
$160k - $200k
..., and financial and valuation advisory. Our unmatched transaction volumes... ...and regulatory financial reporting requirements. Our market-leading... ...recruiting for a new VP who will be a fully integrated... ...Thorough competence in Microsoft Office products, particularly Excel,...Work at officeFull timeWorldwide$90k - $200k
...Job DescriptionOur Transaction Advisory Services practice provides... ...transaction issuesContribute to the report-writing processEssential... ...skillsProficiency in Microsoft Office, with focus on Word and ExcelAbility... ..., generous parental and family leave.Protective Insurances: Life...Work at officeTemporary workWork experience placement- Navigate Search partners with a well-established accounting and advisory firm to add a Senior Manager to its Family Office practice in New York. The Senior Manager will oversee relationships with high-net-worth and ultra-high-net-worth clients, coordinating accounting,...Work at office
$176.72k - $265.08k
Regulatory Communications Advisory and Management Senior Vice President... ...within the Enterprise Data Office’s (EDO) Business Enablement... ...Consent Order Quarterly Progress Reporting; agenda‑setting and content... ...’s degree preferred. Job Family Group: Data Governance Job Family...Work at officeFull time- ...VP, Quantitative Research Analyst - Credit, Execution Research and Advisory Location: New York, US Job Function: Portfolio Execution... ...2,000 employees across 11 offices around the world, we invest... ...solve them properly. You will report to the Head of ERA, and your...Work at officePermanent employmentWork from homeWorldwide
- ...individuals from more than 1,200 offices in 43 countries.As a market... ...Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan... ...client portfolios for OCIO’s UHNW and Single Family Office clientsIncluding... ...statements, provide quarterly reporting, and other tasks relevant to...Work at officeTemporary workWorldwide
- To complement its existing Transaction Advisory Services offering, Kroll is continuing to... ...accounting complexities to post close financial reporting. The team provides specialist accounting... ...proficiency in the use Microsoft Office, with focus on Excel, PowerPoint and...Work at office
$93k - $140k
...key liaison between the Tax and Financial Reporting functions, ensuring accurate, timely,... ...some of our departments have greater in-office requirements that will be communicated to... ...M&A, restructuring and private capital advisory capabilities across Americas, Europe and...Work at officeFull timeLocal areaRemote workWorldwide$250k - $275k
...services group with seven generations of family control and a history of over 200 years at... ...-leading business divisions - Global Advisory, Wealth Management, Asset Management and... ...cross-border deal teamsAdvanced Microsoft Office skills (Word, PowerPoint and Excel)Expected...Work at officeFull time$100k - $265k
Tax, ETF Tax Planning & Advisory Attorney, Vice President, New York... ...for tax compliance, financial reporting of taxes, tax planning,... ...Headquartered in New York, we maintain offices around the world. We believe... ...service for employees and family members facing critical...Work at officeFull timeTemporary workPart timeWorldwide$115k - $205k
...individuals from more than 1,200 offices in 43 countries.As a... ...Officer (OCIO) and Family Office businesses. As a... ...of institutional reporting frameworks and will develop... ..., Technology, Client Advisory teams, and other organizations... ...-pensions, E&F, UHNW, and family offices.Develop...Work at officeTemporary workWork experience placementWorldwide- ...week Business Unit Overview: The Wealth Advisory Group is a newly formed practice within... ...expand multi product solutioning, and help families build lasting financial legacies across... ...management, private banking, or family office, with a demonstrated track record of leading...Work at officeLocal area3 days per week
$160k - $210k
...AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan Lokey... ...:The open position is for a VP based in our New York, Atlanta... ...Dallas, Chicago, Houston or Boston office within the Transaction... ...tailored transaction advisory reports specific to key issues such as...Work at officeFull timeWorldwide$115k - $270k
...-worth individuals and families, as well as select institutions... ...planning, and family office solutions through a... ...the measurement and reporting framework behind it. You... ...of our next-gen client advisory board — aligning marketing... ...with the UHNW landscapeExperience working...Work at officeFull timeTemporary workPart timeAfternoon shift$250k
...on M&A, corporate finance and strategic advisory assignments involving traditional and alternative... ...to detail Exceptional Microsoft Office suite skills, particularly Excel and... ...citizenship status, genetic information (including family medical history), disability (in...Work at office$120k - $170k
...Address:151 W 42nd StreetJob Family Group:Business... ...as well as research and advisory services to clients around... .... #bmocapitalmarketsThe VP, Business Control Assurance... ...within the Capital Markets Office of the Chief Operating Officer (OCOO). Reporting to the MD, Control...Work at officeFull timeContract workPart timeFor contractorsLocal area$150k - $180k
...Controller / VP Financial Reporting – Real Estate Location: New York, NY (In-Office) Salary: $150,000 – $180,000 + Bonus About the Role A growing real estate investment and operating platform is seeking an experienced Controller / VP Financial Reporting to...Work at officeRemote work$175k - $210k
Our client is a diversified financial and real estate company. They seek a VP, Legal Entity Controller & Regulatory Reporting (swaps team) to join their Manhattan, NY office.ResponsibilitiesManage legal entity controllership and financial reporting activities for broker...Work at officeRemote work- ...President of Technical Accounting Advisory About the Company... ...practice and is in need of a VP to join the team. The successful... ...assessments to post-close financial reporting. This role involves driving... ...level of proficiency in Microsoft Office, particularly Excel,...Work at office
- ...CEO - Single Family OfficeNew York, New York, United States Or refer... ...New York–based Single Family Office seeking a CEO to lead all aspects... ...finance, tax, legal and reporting functionsManage risk, liquidity... ...emotional intelligenceExperience working directly with UHNW principals...Work at office
$60k - $95k
...Accountant - Business Management & Family Office Hybrid • New York, NY 10020; Los Angeles... ...Full Time / Experienced Level Category Advisory - Business Mgmt & Family Office Description... ...Balance. Finalize monthly client reporting & meeting packages with support from...Work at officeFull time$150k - $200k
...seeking a Controller to lead property accounting and financial reporting across a growing multifamily portfolio. This role oversees the... ...Experience with outsourced accounting teams and lender reporting In office 3-5 days a week Compensation• $150K – $200K base + bonus...Work at officeRemote work3 days per week- Capital Formation Associate/VP | $600 Mn L/S Hedge Fund Our client is a $600 million... ...lead capital formation efforts across UHNW, family office, and institutional channels. Location:... ...through proactive communication and reporting. Represent the fund at industry events...Work at office
$165k - $250k
...well-established accounting and advisory firm looking to add a Senior Manager to its Family Office practice. This is a highly... ...Manage relationships with HNW and UHNW individuals and families Oversee... ...Review financial reporting and oversee client deliverables...Work at officeFull time$275k - $300k
...consists of comprehensive financial advisory and capital-raising services... ...model, allowing for in-office / work from home flexibility,... ...savings plans, parental leave, and family building benefits·... ...and transactions; issue final reports of client interactions and discussions...Work at officeWork from home
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