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.
- ...Solutions (IIS) team — a global group within J.P. Morgan Wealth Management Solutions managing over $50bn in customised multi-asset solutions for family offices — is hiring a senior Multi-Asset Portfolio Manager. Partnering with US Private Bank Advisors, the role delivers...SuggestedWork at office
- ...Wealth Management, Institutional Investment Solutions, Family Office Multi-Asset Portfolio Manager New York, NY, United States Job Identification 210779276 Business... ...strategic partner to in-house investment teams. Our senior investment team averages over 20 years of...SuggestedFull timeWork 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- ...Baker Tilly Advisory Group, LP is seeking a Senior Family Office Accountant in New York to manage financial reporting, budgeting, and investment coordination for multi-generational families. You will lead a team handling accounting, cash flow, and consolidated reporting...SeniorWork at office
- ...A 40-year-old executive search firm has been engaged to recruit a Tax Director for a multi-billion-dollar single family office in the Greater New York area. The chosen candidate reports to the family office CFO. Requires at least 15 years of relevant experience, a B.A....SeniorWork at office
- ...A private single-family office in New York is hiring a Director of Property Operations to run... ...housekeeping and upkeep, hands-on management of renovation and construction projects... ...private households or luxury hospitality, multi-property and construction experience, and...Work 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... ...accounting. Job Details The Senior Tax Associate will play a... ...tax returns, including multi-state filings Prepare...SeniorFor contractorsWork at officeLocal areaFlexible hours$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$250k - $280k
...Corporate Associate / Senior Associate – Family Office, Investment Management, Private Funds Day Pitney is seeking an associate with a minimum of six years... ...Structuring, restructuring, and forming single- and multi-family offices and documenting investment management...SeniorWork at officeRemote workFlexible hours2 days per week$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- ...Career Group partners with a private family office to appoint a lead accountant who will manage personal financial affairs for several related households. The role reports to the founding partners and serves adult children as clients, overseeing a trusted accounting team...SeniorWork 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...SeniorWork at office- ...We’re partnering with a high-performing family office looking to add a Sr. Tax Structuring... ...mandate – focus on structuring across a multi-strategy investment program (including cross... ...– small team with direct exposure to senior decision-makers volume Sole Internal...SeniorFull timeWork at officeFlexible hours3 days per week
- 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
$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- Citrin Cooperman is seeking an experienced professional in New York, NY, with 9+ years in business management or family offices. Responsibilities include client relations, generating new business opportunities, and leading a team. Candidates should have a Bachelor's Degree...SeniorWork at office
- ...of our website. Senior Investment Officer- Fixed Income (Credit... ...48 Job Network : Management and Administration Job Family : Investment... ...investment of the assets of the United Nations... ...manages a $100+ billion multi-asset class, global investment portfolio, about 85% of...SeniorWork at officeLocal area
- ...437Salary Type AnnuallyIndustry Family Office;Private EquitySelling Points Lead... ...expertise.Job DescriptionSenior Manager, Family Office Accounting OverviewThe Senior Manager, Family Office... ...investments, and other high-value assets, ensuring accuracy and compliance...SeniorWork at office
- Raymond James is seeking a Senior Treasury Management Sales Team Leader in the United States (NY) to drive growth within Family Office and Wealth Management segments. The role blends player-coach responsibilities with leading a small team and expanding client engagements...SeniorWork at office
$110k - $160k
...Senior Accountant (Family Office) New York, NY A private investment firm and family office is seeking an experienced professional to join its... ...general operations. The individual will independently manage projects from initiation through completion, coordinate...SeniorFull timeWork at officeShift work- ...recruitment agency is seeking an Executive Director, Head of Family Office and Tax - Controller to oversee financial operations... ...York. The ideal candidate will have extensive experience managing complex portfolios and a strong accounting background. This full-time position...SeniorFull timeWork at office
$200k - $300k
...Summary Harbor’s internal Multi Asset Solutions Team (MAST) provides asset management and advisory services to clients through... ...Key Responsibilities The Portfolio Manager will be a member of the... ...opportunity based in our New York office. #LI-Hybrid What makes Harbor...Work at office$180k - $215k
...What You'll Be Doing The Special Assets Senior Portfolio Manager (“SASPM”) manages an assigned portfolio... ...tied to our commitment to helping families, companies, and municipalities find... ...headquarters is in St. Louis, we have offices in New York, San Francisco,...SeniorWork experience placementBank staffFlexible hours$130k - $275k
...Job Description Summary The Senior Treasury Management Sales Team Leader is a sales leadership role... ..., and market penetration within the Family Office and Wealth Management segments. This... ...wealth management, capital markets, asset management, banking and other services...SeniorWork experience placementWork at office$41k - $44k
...Michaels Organization in Pennsylvania is seeking a Community Manager to oversee property management activities. Responsibilities include... ...Ideal candidates will have two or more years of experience in multi-family residential management, a high school diploma, and strong...$125k - $290k
...Asset & Wealth Management, Multi-Asset Solutions: Portfolio Construction and Manager Research - Private Markets Specialist,... ...policies based on employee level and office location. We promote time off... ...service for employees and family members facing critical health situations...Full timeTemporary workPart timeWork at office$87.9k - $212.3k
...RESPONSIBILITIES Act as the primary relationship manager for multi-generational families, overseeing financial reporting,... .... Provide strategic insights on asset allocation, liquidity, and longterm... ...the continued growth of the Family Office practice. QUALIFICATIONS Education:...SeniorWork at officeLocal areaWorldwide- ...Job Description Job Description WEALTH MANAGEMENT EXECUTIVE SEARCH Senior Accountant – Single Family Office | NYC OVERVIEW A long-established Single Family... ...~ Sage Intacct experience required. ~ Strong multi-entity accounting and financial reporting experience...SeniorTemporary workWork at office
$150k - $175k
A single family office is hiring an Investment Operations Analyst to run the operations infrastructure supporting the family's portfolio across public and private investments. The role spans investment accounting, performance reporting, data governance, systems implementation...Work at office3 days per week
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