Senior Investment Reporting PM - Family Office SaaS
Verrus
Verrus is searching for a Product Manager specializing in Family Office Reporting SaaS to join their team in New York. This role requires over 5 years of experience in product management, specifically within investment reporting. The position will focus on developing and succeeding investment reporting capabilities, engaging directly with clients, and collaborating closely with engineering teams. Ideal candidates will have a background in WealthTech and comfort operating in data-heavy environments. A hybrid work model is available. #J-18808-Ljbffr Verrus
- ...Wealth platform serving family offices and sophisticated investment organisations... ...upgrade to their data and reporting infrastructure, they... ...is not a generalist PM role. The mandate is... ...Office Reporting SaaS New York, NY The Position... ...renewed autonomy, senior oversight, and...Work at office
- A private investment firm seeks a Controller for their Manhattan office, responsible for overseeing accounting activities, managing financial reporting, and ensuring compliance. Candidates should have over... ...experience, particularly in family office environments, with a...Work at officeSenior
- Senior Accounting Manager - Family Office A large, multi-generational family office is seeking a hands‑on Senior... ...private equity and real estate investments. Responsibilities Oversee and review... ...initiatives, and ad hoc reporting needs Qualifications Bachelor’s...Work at officeSenior
$120k - $135k
...00/yr One of the top philanthropic families in NYC is seeking a Senior Accountant to assist with the family... ...for multiple entities, including investment and bank accounts. Prepare monthly,... ...financial statements and consolidated reports. Support cash flow management and...Work at officeSeniorFull timeRemote work- The Quest Organization is seeking a detail-oriented Accountant for their Family Office/Investment Management department in New York. The role focuses on accounting, tax, and reporting functions across multiple entities. Candidates should have a Bachelor's degree in Accounting...Work at office
- Tiger Search Group is searching for a Family Office Accountant in New York City. This role involves providing financial support to high-net-worth clients, ensuring accuracy in financial reporting, and maintaining financial records. The ideal candidate has a bachelor's degree...Work at officeSenior
- ...global financial institution seeks an experienced portfolio manager to serve Family Office clients. The candidate will partner with Private Bank Advisors to implement tailored multi-asset investment strategies. Responsibilities include client communication, asset...Work at officeSenior
- A leading global investment firm is seeking a Senior Portfolio Manager for its Institutional Investment Solutions team. This role involves partnering... ...tailored investment strategies for sophisticated Family Office clients. Candidates should have over 15 years of relevant...Work at officeSenior
- ...is looking for a Portfolio Manager in New York. As a senior member of the Institutional Investment Solutions team, you will partner with U.S. Private... ...investment capabilities tailored for sophisticated Family Office clients. You'll have at least 15 years of investment...Work at officeSenior
- ...leading global financial services firm is looking for a Portfolio Manager in New York. The role involves understanding Family Office clients' investment needs, providing tailored multi-asset solutions, and advising on portfolio construction. Successful candidates will...Work at officeSenior
$180k - $350k
A leading global financial services firm is seeking a senior investment professional to manage multi-asset solutions for Family Office clients in New York. The role involves developing tailored investment strategies, advising on asset allocation, and delivering insights...Work at officeSenior$90k - $110k
...academic obligations. The Senior Grants Manager will be based in the Tandon Office of Sponsored Programs and will report to the Assistant Dean for Research... ...victim status, ethnicity, familial status, gender and/or... ...month ago(4/29/2026 12:19 PM) Location : LocationUS-NY...Work at officeSeniorWork experience placementRemote workFlexible hours$155k - $205k
Senior Finance Specialist - Corporate Planning & Reporting - Finance & Administration Location New York Business Area Accounting... ...they need to make official investment decisions and remain connected... ...proficiency with Microsoft Office Suite, particularly Excel and PowerPoint...Work at officeSeniorTemporary workFor contractorsWork experience placement- ...Cost Analyst at the senior level to support... ...with the responsible PM, that conform to... ...control. Program Office Estimate (POE)... ...retrieve all cost reports, cost data, and completed... ..., the Capital Investment Report, Government... ...Public Holidays) Family Leave (Maternity,...Work at officeSeniorContract workTemporary workFor contractorsImmediate start
- Research report/opinion: Writing financial market reports for Japanese... ...investors regarding their investments in the US, including both... ...options, and observed holidays. Family care programs such as... ...requiring a minimum of three days in-office per week. #J-18808-Ljbffr...Work at officeSeniorFlexible hours3 days per week
$210k - $260k
...Seattle, WA The Job The Senior Director of... ...services strategist. Reporting directly to the Chief Strategy Officer (CSO) with a strategic... ...& Minority Investments: Design and execute... ...energy, technology, SaaS, or FinTech sectors... ...benefits including family medical, dental, vision...Work at officeSeniorBank staff$118.9k - $238k
...Marsh US&C Investments Compliance is recruiting for a Senior Compliance Officer who will work three days a week in our Boston or... ...writing Compliance Policies, board reporting, compliance training a plus.... ..., disability, ethnic origin, family duties, gender orientation or...Work at officeSeniorMinimum wageWork experience placementLocal areaRemote workFlexible hours3 days per week1 day per week- ...We’re working with a New York-based investment management firm on the hire of a Tax Accountant... ...management platform and the founder’s family office. This is a key position within a... ...supporting the flow of tax, allocations and reporting from the underlying entities through to...Work at officeSenior
$50.07k - $73.94k
Job Description The Senior Associate, National Video Investment will work cross-functionally with... ...media math Assist in reporting and tracking budgets, savings... ...Excellent Microsoft Office skills; PowerPoint and advanced... ...offerings include: Paid Family Care for parents and...Work at officeSeniorLocal areaFlexible hours$100k - $130k
Our client, a family office in NYC, is seeking a Senior Accountant to assist with their investments across the US. Responsibilities: ~Manage entity close processes, including... ...accountants ~Prepare monthly management reports and record royalty income ~Perform bank reconciliations...Work at officeSeniorFull time$70k - $110k
...70K – $110K Job Title: Senior Billing Success Manager... ...Approach: This isn't an investment bank, we work long... ...escalated issues arise, reporting or accounting expertise... ...workflows with their new EMR/PM system Develop and... ...benefits Company paid family and medical leave Medical...SeniorFull timeCasual workRemote workFlexible hours$130k - $165k
ClearBridge Investments is a leading global equity manager... ...in New York and offices in Baltimore, Calgary,... ...Investments is seeking a Senior ESG Associate to join... ...and track progress, and report on outcomes Work with... ...protect employees and their families Retirement savings,...Work at officeSeniorWork experience placementLocal area$118.9k - $238k
...least three days a week in the office. This position is... ...portfolio-related compliance reporting for our U.S. and Canada business... ...within our business, including Investment Management, Client Service and... ..., disability, ethnic origin, family duties, gender orientation or...Work at officeSeniorMinimum wageLocal areaRemote workFlexible hours3 days per week1 day per week$85k - $110k
Senior Analyst, Corporate, Infrastructure and Project... ..., based in Fitch's offices across the globe. The... ...industry and market focused reports/presentations.... .../or project sponsors, investment bankers and financial... ...Supportive parenting policies: Family-friendly policies,...Work at officeSeniorLocal area3 days per week$150k - $225k
...Management, a leading investment manager specializing in... ...sector, is looking for a senior investor relations... ...technology strategies with office locations in New York City... .... This individual will report to the Head of Investor... ...Off (Vacation, Si Family Leave (Maternity, P Short...Work at officeSeniorTemporary work- The Senior Accountant (Family Office) is responsible for managing the day-to-day accounting and cash management... ...accounts. Prepare monthly financial reports, including cash flow summaries and... ...with real estate accounting or investment structures. Ability to operate effectively...Work at officeSeniorLocal area
$95k - $130k
...complex business issues all while investing in and supporting our people... ...-net-worth individuals, and family offices. We also specialize in... ...week in the office. As a Tax Senior, you will be responsible for... ...implications on year-end reporting FATCA & CRS coordination and...Work at officeSeniorLocal areaRemote workFlexible hours3 days per week- Description Job Title: Senior Payroll Analyst Who we... ...more about the Savers® family of thrift stores, our impact... ...local communities. An investment in the career path... ...and delivering payroll reports to internal/external departments... ...knowledge of Microsoft Office including Word, Excel,...Work at officeSeniorLocal areaRemote work
- ...businesses - and our family is growing! Perhaps your... ...on. Your Role: The Senior Accountant role is designed... ...process and financial reporting, including class... ...transactions, such as loans and investments, including proper... ...in Microsoft Office, especially Excel, Word...Work at officeSeniorLong term contractFull timeTemporary workPart timeCasual workRemote workWork from homeRelocation
$160k - $180k
...seeking an experienced Senior Technology Project Manager... ..., concise status reporting to stakeholders, including... ...engaging senior leadership, investment professionals,... ...of two days per week in office subject to change at the... ...#LI-DD2 #LI-Hybrid Sr PM I / II Applicants must...Work at officeSeniorLocal areaWorldwideShift work2 days per week
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