Family Office Associate

About the Role

A dedicated multi-family office focused on healthcare investments is seeking a Family Office Associate to support clients with comprehensive financial analysis and strategic decision-making.

Responsibilities

• Support the management of third-party accountants in routine monthly close functions
• Prepare detailed reports, presentations, and recommendations for clients and the family office leadership team
• Consolidate and report on all family assets, performance reporting, benchmark analysis, and maintain an online reporting system
• Monitor cash flows, liquidity needs, and short-term funding requirements
• Oversee day-to-day cash management activities across clients’ accounts
• Coordinate wire transfers, bill pay, and budget/expense tracking for clients
• Identify and optimize cash positions in client accounts
• Provide support for philanthropic initiatives and oversee disbursement of funds for charitable foundations
• Assist with the coordination and oversight of third-party service providers
• Work with financial institutions to obtain lending facilities such as credit lines and mortgages

Requirements

• Bachelor’s degree in finance, economics, accounting, or related field
• 3-5+ years of experience at a professional services firm in an accounting, audit, or tax role
• CPA required; CFP, CFA, or MST a plus but not required
• Strong financial modeling and analytical skills, with proficiency in Excel and other data analysis tools
• Prior experience managing general ledger and consolidated reporting systems (e.g., Sage, Masttro, Addepar)

Pay

Salary: $100,000 – $125,000, plus bonus