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  • Job Number 527584
  • Type Permanent
  • Location New York, NY
  • Pay $125,000 - $150,000
  • Referral Bonus $250


Job Description:

Boutique asset management firm with offices in New York City and lower Connecticut seeks to hire a Controller for their Management Company and Family Office.

The Controller will be responsible for processing and managing various accounting, financial, legal, estate planning and tax aspects of both the family office and management company of this $2BAUM investment management firm.

Often working directly with the CEO and COO, the Controller will have excellent visibility and exposure within the firm

Responsibilities include, but are not limited to:

  • Review, process and approve invoices, purchase orders, and reimbursements for

  • Pay bills via check and on-line tools
  • Manage various special projects including trust and estate planning, real estate and auto
    purchases, and individual investment decisions

  • Work with outside tax firm regarding tax planning, quarterly tax estimates and final tax

  • Post journal entries and prepare month-end reconciliation of all bank accounts
  • Manage and review cash investments
  • Prepare budgets/forecasts of expenses and associated cash flows


  • Bachelor's degree in Accounting, or Finance
  • ~6-12 years of accounting/financial experience (Family Office experience a plus, but not required)
  • Ability to work independently as well as with colleagues of all levels
  • Handle confidential information with discretion
  • Strong written and verbal communication skills are essential