Family Office Finance Manager

Our client is a respected Family Office in Manhattan, established by the former CEO of a Fortune 500 company. Our client provides investment management, human resources, vendor management, and operations services to their CEO and various members of the family.

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Our client is seeking a highly experienced and professional Financial Operations Manager or Controller to support the CEO and his family in managing investment operations and analysis, financial reporting and compliance, and personnel/vendor management. The Financial Operations Manager will work as a critical part of a small team and be responsible for maintaining books and records, tracking and preparing reports on investments, preparing required payments and funds transfers for approval, managing staff expenses, maintaining insurance coverages, and tax preparation, among other responsibilities. In addition, this role requires communicating and working extensively with third parties, including limited partnerships, accountants, insurance brokers, and payroll vendors.

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Salary: $160k – $190k DOE + Annual Bonus. Subsidized health plan available.

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This is an in-person role based in our office in midtown Manhattan.

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‍Responsibilities:
• Track and maintain detailed information related to all client assets, investments, and cash flows.
• Prepare and distribute monthly reports and analysis relating to assets and investments.
• Track and manage all tax-related information and distribute to our accounting firm.
• Monitor all cash accounts and credit card activity.
• Draft banking and investment paperwork, including account opening documents, subscription agreements, redemption notices, side letters, and wire instructions. Coordinate with executives for approval and signatures.
• Manage all private equity capital calls and distributions.
• Administer client entities including Foundations, LLCs, and partnerships.
• Maintain all payroll and employee records and work with external vendor to process payroll for office and household staff.
• Coordinate with insurance brokers to bind, maintain, and track all policies.
• Handle correspondence and communications with outside entities, representing the family in a professional and courteous manner.
• Conduct research and assist with various projects and day-to-day tasks on behalf of the family, as requested.
• Perform office tasks as necessary, including scanning, shredding, maintaining and filing records, mail processing, and drafting memos, invoices, and other documents.
• Work with and support other team members as needed.

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Qualifications:
• Bachelor's degree. Accounting or finance a plus.
• CPA a plus.
• Minimum of 5 years relevant experience in Financial Services. Family Office related work highly preferred.
• Excellent quantitative, organizational, and recordkeeping skills and attention to detail.
• Strong verbal and written communication and interpersonal skills.
• Ability to work independently, perform research, and manage multiple tasks and projects simultaneously.
• Positive, reliable, and with unquestionable integrity at all times. Ability to maintain confidentiality and discretion.
• Flexibility to work after hours as required in response to urgent operational situations.

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Please submit your resume for consideration.