Finance Associate
Greenwich, Connecticut • $115,000-$150,000
About the Company:
Our client is a leading global investment management firm that applies quantitative research and technology to develop systematic investment strategies across equities, fixed income, multi-asset, alternative investments, and risk management solutions. The firm serves a broad institutional and wealth management client base through a disciplined, data-driven investment process.
Responsibilities:
- Support estate planning administration and reporting
- Coordinate charitable giving transactions and related documentation
- Manage the administration and reporting of the firm’s internal seed capital program
- Oversee reporting regarding ownership interests and related investments
- Support the due diligence, administration, and reporting of new venture capital vehicle’s
- Assist in integrating AI concepts and capabilities
Requirements:
- Bachelor’s degree in accounting or finance
- 3-5 years of family office or public accounting experience
- Strong accounting and financial reporting skills
- Exposure to high-net-worth clients and maintaining confidentiality
Salary Range:
$115,000-$150,000
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