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Junior Business Manager

Junior Business Manager – Boutique Family Office

Location: New York, NY (Hybrid / In-Office)

Position Type: Full-Time

About Us

We are a boutique, high-touch family office based in New York City, dedicated to managing the comprehensive financial and administrative lives of a select clientele, generally in the arts & entertainment industries as well as former corporate executives.

Position Overview

We are seeking an analytical, detail-oriented, and highly motivated Junior Business Manager to directly support one of the firm’s Partners.  In this role, you will touch all aspects of our clients' financial ecosystems—ranging from complex financial modeling and recurring cash flow reporting to day-to-day business management. This is a rare, career-accelerating opportunity to gain holistic exposure to the business management industry.

Key Responsibilities

  • Reporting & Portfolio Administration: Prepare, aggregate, and reconcile comprehensive monthly reporting packages, balance sheets, and cash flow summaries for clients.
  • Client Service Excellence: Act as a proactive point of contact to assist in servicing day-to-day client inquiries, coordinating directly with external and internal stakeholders, private banking teams, legal counsel, trust & estate lawyers and specialized CPA firms.

Qualifications & Skills

  • Experience: 1–3+ years of professional experience in family offices, business management firms, wealth management, public accounting, or private banking. Exposure to high-net-worth individuals (HNWIs) or entertainment/corporate executive clientele is highly preferred.
  • Technical Mastery: Advanced proficiency in Microsoft Excel is mandatory. Familiarity with family office accounting platforms or specialized bill-pay software is a distinct advantage.
  • Education: Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
  • Attributes: Uncompromising ethics; exceptional attention to detail; ability to operate seamlessly in a fast-paced, high-touch environment; and a proactive, solutions-oriented mindset.

What We Offer

  • Competitive base salary ($75,000 - $125,000) commensurate with experience, plus performance-based bonus potential.
  • Comprehensive health, dental, and vision benefits.
  • Direct mentorship from the Principal with substantial long-term career progression and expanding client responsibilities.
  • A dynamic, sophisticated workplace environment in the heart of New York.
  • Flexible work from home arrangements.

Please submit your resume for consideration!

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you have updated your LinkedIn profile and that you start collecting your references early.

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