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
...Job Description VP, Tax - Prestigious High Net Worth Family Office, Midtown | Hybrid | $350K–$3... ...tax filings, financial reporting requirements, and related... ...including significant work with UHNW individuals, families,... ..., or major accounting/advisory firm strongly preferred...Work at officeImmediate start- 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$106.5k - $195.1k
...to build a better working world. The opportunity Family Office Advisory Services is a growing practice within the organization, and... ...ownership structures Knowledge of tax compliance and reporting requirements across entity types, including partnerships, trusts...Work at officeSummer holidayImmediate startFlexible hours- ...Vice President, Controller, Family Office About the Company Family... ...allocations. Additionally, the VP, Controller will be involved in valuation and performance reporting, as well as coordinating with... ...to support investment and advisory teams and will have a proven...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$140k - $180k
...Job Description The Wealth Management Advisory Performance Reporting Vice President will provide centralized analytical and operational support... ...wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to...Full timePart timeLocal area$125k - $198k
...Job Title Global Sanctions Advisory Oversight Specialist Corporate... ...-Money Laundering Compliance Officer position will advise on... ...savings plans, parental leave, and family building benefits... ...handling sanctions-relevant reporting obligations You will act as...Work at officeFull timeWork from home- Jefferies is seeking a Wealth Management Advisory Performance Reporting Vice President in New York to lead centralized analytical support for Financial Advisors, developing consolidated performance reporting packages and onboarding clients to the platform. You will collaborate...
- ...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- ...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 - $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$150k - $200k
...Controller / VP Financial Reporting – Real Estate Location: New York, NY (In-Office) Salary: $150,000 – $200,000 + 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- ...CEO - Single Family Office New York, New York, United States Or refer someone Job Openings... ...managers Supervise finance, tax, legal and reporting functions Manage risk, liquidity and... ...emotional intelligence ~ Experience working directly with UHNW principals...Work at office
$85k - $129.5k
...Position Overview Job Title Corporate Sanctions Advisory Officer Corporate Title Assistant Vice President Location New York, NY... ...wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and...Work at officeFull timeWork from home$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$115k - $270k
...building a successful business. This role is in our Partner Family Office. OUR IMPACTWealth ManagementAcross Wealth Management, Goldman... ...through creating asset allocation strategies and holistic wealth advisory recommendations to clientsWork with a team to source and...Work at officeFull timeTemporary workPart time$115k - $190k
...include brokerage and investment advisory, financial and wealth... ...Management, a department of Family Office Resources, supports individuals... ...operations, marketing, impact reporting, and platform development in... ...consulting platform designed to help UHNW families address their human...Work at officeFull timeTemporary workWork experience placement$81.6k - $122.4k
Stakeholder Engagement and Reporting - Assistance Vice President Job Req... ...Assistant Vice President (A VP) is a key member of the Community... ...Mastery of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint... ...------------------------- Job Family Group: Communications and...Work at officeFull time- ...and supports the activities, operations, reporting obligations, and transactions of the firm... ...welfare programs that vary depending on office location. These generally include medical... ...medical advocacy service for employees and family members facing critical health situations...Work at officeFull timeTemporary workWorldwideFlexible hours
- ...Our Transaction Advisory Services practice provides seamless analytical... ...to complex areas of the report-writing process Mentoring analysts... ...proficiency in Microsoft Office, with focus on PowerPoint and... ...holidays, generous parental and family leave. Protective Insurances...Work at officeTemporary workWork experience placement
- ...highly private, entrepreneurial US single family office supporting a technology entrepreneur and... ...operations, HR and special projects. Reports directly to the Principal, CEO and CFO.... ...house legal leadership advising a founder/UHNW principal. An exclusive opportunity has...Work at officeRemote work
$150k - $225k
...governments and individuals from more than 1, 200 offices in 43 countries. As a market leader, the... ..., Morgan Stanley’s Private Capital Advisory (“PCA”) group, is seeking an Associate... ...to support our employees and their families at every point along their work-life journey...Work at officeTemporary workWorldwide$210k - $250k
...Head of Technology & AI, Risk Advisory and Global Chief Underwriting... ...Global Chief Underwriting Office (GCUO) is a key senior executive... ...resilience, this role reports to AXA XL’s Chief Technology... ...Working Arrangements Enhanced family-friendly leave benefits Named...Work at officeContract workFlexible hours$80k - $90k
...Job Description Staff Accountant – UHNW Family Office – Hybrid (2 days remote) – Strong Work Life Balance \n \n An established Ultra... ..., reconciling accounts, and supporting monthly financial reporting. This is an excellent opportunity for an early career accounting...Work at officeRemote jobImmediate start
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