Family Office Associate

Company Overview A dedicated multi-family office focused on healthcare investments is seeking a Family Office Associate. This role will support clients with comprehensive financial analysis and strategic decision-making. Company Overview A dedicated multi-family office focused on healthcare investments is seeking a Family Office Associate. This role will support clients with comprehensive financial analysis and strategic decision-making. Job Responsibilities Support the management of third-party accountants in routine monthly close functions Prepare detailed reports, presentations, and recommendations for clients and the family office leadership team Consolidate and report on all family assets, performance reporting, benchmark analysis, and maintain an online reporting system Monitor cash flows, liquidity needs, and short-term funding requirementsOversee day-to-day cash management activities across clients’ accounts Coordinate wire transfers, bill pay, and budget/expense tracking for clients Identify and optimize cash positions in client accounts Provide support for philanthropic initiatives and oversee disbursement of funds for charitable foundations Assist with the coordination and oversight of third-party service providers Work with financial institutions to obtain lending facilities such as credit lines and mortgages Qualifications Bachelor’s degree in finance, economics, accounting, or related field 3-5+ years of experience at a professional services firm in an accounting, audit, or tax role CPA required; CFP, CFA, or MST a plus but not required Strong financial modeling and analytical skills, with proficiency in Excel and other data analysis tools Prior experience managing general ledger and consolidated reporting systems (e.g., Sage, Masttro, Addepar) Compensation: Salary: $100,000 – $125,000, Plus Bonus #J-18808-Ljbffr Landing Point