Senior Multi-Asset Portfolio Manager for Family Offices
JPMorgan Chase & Co.
JPMorgan Chase & Co. in New York is seeking a senior Portfolio Manager for Institutional Investment Solutions. You will partner with International Private Bank Advisors to deliver specialized capabilities to top Family Office clients, serving as the primary manager for multi-asset solutions. The role requires deep expertise in multi-asset portfolios, client advisory skills, and a strong track record in delivering tailored investment strategies with tax-aware considerations. #J-18808-Ljbffr JPMorgan Chase & Co.
- JPMorgan Chase & Co. is seeking a senior Family Office Multi-Asset Portfolio Manager in New York. The role partners with U.S. Private Bank Advisors to deliver bespoke, tax-aware investment solutions and sophisticated asset allocation for large Family Office clients. Deep...SeniorWork at office
- ...within J.P. Morgan Wealth Management Solutions, managing over... ...50 billion in customized multi-asset solutions for Family Offices. The investment solutions... ...multi-asset discretionary portfolios to tailored single asset... ...house investment teams. Our senior investment team averages...SuggestedWork at officeFlexible hours
- Join the Institutional Investment Solutions team at J.P. Morgan in New York as a Family Office Multi-Asset Portfolio Manager. You will partner with U.S. Private Bank Advisors to deliver customized, tax-aware investment solutions for large Family Office clients and lead...SeniorWork at office
$200k - $250k
...recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY... ...$25 million of investable assets. This role includes a business... ...client service and portfolio management. You will manage... ...physically present in the office when not traveling for business...SeniorFull timeWork at officeLocal area- ...We’re working with a small, high-performing family office looking to add a Tax Structuring Senior Counsel. The role will have also have meaningful exposure... ...Tax-heavy mandate – focus on structuring across a multi-strategy investment program (including cross-border...SeniorWork at officeFlexible hours3 days per week
- ...Senior Wealth Advisor **Fully Remote - can work from anywhere in... ...entrepreneurs and high-net-worth families whose financial lives have... ...Provides CIO-led investment management and a standing Investment... ...Direct indexing and tax-aware portfolio construction tools Trading...SeniorWork at officeRemote work
- ...WEALTH MANAGEMENT EXECUTIVE SEARCH Senior Accountant – Single Family Office | NYC OVERVIEW A long-established Single Family Office with more than a century of... ...~ Sage Intacct experience required. ~ Strong multi-entity accounting and financial reporting experience...SeniorFull timeTemporary workWork at office
$90k - $110k
A Wealth Management Firm is seeking an experienced accounting professional to join their team as a Senior Family Office Accountant. Responsibilities: Manage day-to-day accounting and financial... .... Experience working with multi-entity or complex account structures preferred...SeniorWork at office$125k - $150k
...A family-owned and operated commercial real estate investment... ...York City is seeking a Senior Accountant to support the... ...estate investment firm manages a portfolio of existing commercial real estate across various asset classes—multi-family, office, retail and industrial—as...SeniorFull timeTemporary workWork at office$165k - $250k
...We’re partnering with a well-established accounting and advisory firm looking to add a Senior Manager to its Family Office practice. This is a highly client-facing position supporting high-net-worth and ultra-high-net-worth individuals, families, trusts, and closely held...SeniorFull timeWork at office$126.1k - $253k
...nowhere like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice... ...governance, family education, risk management, privacy/data security and... ...developmental growthAs a Tax Senior Manager, you will be... ...service:Advise family office and multi-generational families on a full...SeniorFull timeWork experience placementInternshipWork at officeLocal area$115k - $270k
...business. This role is in our Partner Family Office. OUR IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps empower... ...with firm’s partners, senior executives, and related stakeholdersEnhance... ...acumen through creating asset allocation strategies and holistic...Full timeTemporary workPart timeWork at office$160k
...Well established family office in Midtown Manhattan that has a diverse portfolio of 200+ entities is looking for a senior accountant to help manage day to day accounting, including bank recs, cash flow analysis, record and reconcile daily transactions, maintain audit...SeniorFull timeWork at office$140k - $190k
...A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...SeniorWork at office$120k - $140k
...-net-worth individuals and families? This Jobot Job is hosted... ...leading independent wealth management and family office firm serving high-net-worth... ...development Job details The Senior Tax Associate will play a... ...income tax returns, including multi-state filings Prepare and...SeniorFor contractorsWork at officeLocal areaFlexible hours- Piper Sandler is seeking a Head of RIA & Family Office Research Distribution to lead the expansion of its research distribution to RIAs, family offices, and wealth managers. You will build senior relationships, identify opportunities, and work with research analysts, sales...SeniorWork at office
- Capital One is seeking a Senior Manager, Product Manager to lead the end-to-end lifecycle for Family CX products that enable collaborative, multi-user banking experiences across generations. You’ll partner with designers, engineers, and business analysts to reimagine how...Senior
$270k - $400k
...transactions across a broad range of asset classes.Candidate ProfileJD... ...closing processes• Ability to manage multiple matters while... ...generous time off and vacation days; family/dependent care leave; 529... ...cover letter indicating preferred office location, and law school...SeniorWork at office- ...A well-established Single Family Office is seeking an experienced Senior Controller to lead the accounting, financial... ...functions across a diverse portfolio of entities and investments. This... ...transactions Investment & Treasury Management Oversee accounting records for...SeniorFull timeWork at office
- ...accounting and advisory firm is seeking an experienced Senior Manager, Family Office Services to serve as a trusted advisor to high-net-worth... ...Responsibilities Serve as primary relationship manager for a portfolio of family office clients Develop a deep understanding...SeniorWork at office
- ...partnering with a well-established family office seeking an Investment... ...operations across a diversified portfolio of alternative investments.... ...credit, hedge funds, and real assets Coordinate the onboarding of new funds, investment managers, and service providers Prepare...Full timeWork at office
- 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 workpaper preparation and coordination with external accountants ~Prepare monthly management...SeniorFull timeWork at office
$240k - $330k
...New York Life Investment Management With over $800 billion in assets under management, NYLIM... ...mutual institution.The Senior Portfolio Manager will provide strategic... ...oversight of a range of multi-asset portfolios with... ...and peace of mind to families across all communities....Local area$350k - $400k
...client, a rapidly expanding hedge fund, is looking to hire a Senior Compliance Officer into it's New York office. They are capitalising on... ...compliance experience, ideally with coverage across a variety of asset classes. A JD is a plus, but not required. My client...SeniorFull timeWork at office- A single family office focused on property management is hiring a Senior Accountant in its Financial Reporting unit, based in Midtown Manhattan and reporting to the Assistant Controller. The role produces monthly/quarterly/annual reporting packages, standalone cash-flow...SeniorWork at office
- Landing Point seeks a Compliance Officer in New York, NY to lead the U.S. compliance program and advise investment and research teams. The role reports to senior leadership and offers broad scope to shape compliance across the firm. You will interact with investment professionals...Senior
$100k - $150k
...will have the flexibility to manage your days in support of... ...EisnerAmper is seeking a Senior to join our National Tax Office. We are seeking someone who... ...accounting methods, digital assets, and other matters Assist... ...net worth individuals, family offices, not-for-profit organizations...SeniorFull timeWork at officeLocal area$132.7k - $303.2k
...Capital Markets, Wealth and Asset Management, Insurance, and Real... ...our practice office professionals who are... ...ResponsibilitiesServe as a Senior Services Manager in FSO... ...entrepreneurs to investors and families, you’ll use your... ...a globally connected, multi-disciplinary network...SeniorWork experience placementSummer holidayWork at officeFlexible hours$25k
...are seeking two exceptional Senior Philanthropy Officers to help inspire... ...leadership and major gifts, manage a portfolio of donors and prospects, identify... ...success in managing complex, multi-stakeholder projects... ...ultra-high-net-worth donors, family offices, and trusted advisors...SeniorCasual workWork at officeImmediate startWeekend workAfternoon shift3 days per week$100k - $153k
...Real Estate Risk Officer Corporate Title... ...team is tasked with managing the real estate credit... ...interfacing with senior management and... ...outcomes, and monitor portfolio and financial/... ...parental leave, and family building benefits... ...skills Ability to multi-task Structured...Full timeWork at officeWork from home
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