Family Office Senior Associate
A growing investment firm in Greenwich, CT, seeks to hire a Senior Associate for their expanding family office. This team strives to provide best-in-class services to the founder, other senior executives, and their families across various activities, including long-term strategic planning, trust, and estate management, property services, cash management, reporting, and financial recordkeeping across numerous legal entities.
A successful candidate will have a thorough understanding of the services provided by a Family Office and the ability to leverage relationships within the industry when needed to find and/or obtain subject matter experts (Ex. Estate Planners, Attorneys, Tax Experts, etc.) across a variety of fields.
Additionally, the successful Senior Associate will be able to leverage their strong analytical and Excel skills to build and interpret financial models used to assist with financial planning, projections, and analysis.
This is a unique opportunity to work with and support some of the firm’s most senior personnel. The position offers a base, bonus and a very strong benefits package.
Requirements:• BS/BA from a competitive university
• ~8-15 years of related experience within a family office and or wealth management group
• Strong analytical and financial skills
• Excellent communication and professional presence
• Advanced Excel skills; able to build financial models