Finance Associate

Overview This is not your typical back-office role. We’re helping hire a Back/Mid Office Associate to join a small, high-performing team supporting private investments, estate planning, and high-net-worth family operations. This is a rare seat — hands-on, cross-functional, and deeply impactful. You'll work across investment operations, legal documentation, tax coordination, and entity management — at the intersection of private equity, complex wealth structures, and family office strategy. Location: Midtown NYC (Hybrid). Compensation Base pay range: $80,000.00/yr - $95,000.00/yr Additional compensation types: Annual Bonus What You’ll Actually Do Review and organize investment docs, legal agreements, NDAs, trust/estate materials Coordinate tax prep schedules and assist with required compliance documentation Help prepare quarterly financial reports and maintain clean, organized digital records Track capital calls and distributions, reconcile investment and bank statements Execute and maintain legal docs across multiple entities Partner closely with accounting, legal, and investment teams to support strategic and day-to-day work Jump into ad hoc projects that pop up across the firm — from deal reviews to data cleanups Who Thrives Here You’re calm under pressure. Organized by nature. Comfortable in environments where you figure things out, not wait for a manual. This role is built for someone who’s touched private wealth, private bank operations, or trust/foundation onboarding, and knows their way around: Entity structures (LLCs, LPs, trusts, SPVs) Client onboarding workflows for HNW/UHNW individuals Legal/financial documentation tied to investments or estate planning Coordination with legal, tax, or compliance teams If your current or past titles include: Trust or Estate Admin KYC Analyst Client Onboarding Specialist Middle or Back Office Analyst (Private Wealth) …this role could be a perfect fit. What You Get Real exposure across private investing, legal, tax, and operations Collaborative, low-politics environment — seriously 26-day WFH bank (yep, twenty-six) Summer Fridays (can use ½ WFH days toward this) Strong culture — stable team, mentorship built in Details Seniority level: Associate Employment type: Full-time Job function: Finance Industries: Investment Management and Real Estate #J-18808-Ljbffr