Multi-Family Office Associate

Position Summary

The Multi-Family Office Associate manages and supports the investment, operational, and administrative needs of Ultra-High-Net-Worth (UHNW) families. Provides high-touch client service, conducts investment and portfolio analysis, coordinates with external advisors, and ensures compliance with regulatory requirements while maintaining the highest standards of discretion and professionalism. The Multi-Family Office Associate reports to the Head of Products and Investments.

Responsibilities

• Manages and oversees the servicing of Ultra-High-Net-Worth (UHNW) families, ensuring an exceptional client experience and fostering long-term relationships.
• Conducts in-depth market research, macroeconomic analysis, and security evaluations using Bloomberg Terminal and other financial platforms.
• Prepares sophisticated portfolio analyses, performance reports, investment reviews, and client presentations.
• Coordinates and collaborates with external advisors, private banks, legal counsel, tax specialists, custodians, and investment managers to support comprehensive client needs.
• Evaluates alternative investments, private market opportunities, hedge funds, structured products, and direct investments.
• Supports due diligence processes for prospective investment opportunities and third-party investment managers.
• Maintains and monitors client accounts in accordance with AML, KYC, and applicable regulatory requirements, ensuring documentation is accurate, complete, and current.
• Manages and coordinates day-to-day client requests, including domestic and international wire transfers, cash management activities, and other administrative and operational needs.
• Identifies and implements opportunities to enhance operational efficiency, strengthen internal processes, and promote best practices across Family Office operations.
• Other duties as assigned or requested by immediate supervisor

Qualifications

• Bachelor's degree required or equivalent experience
• 5 - 6 years of relevant experience or demonstrated required level of proficiency

Required Skills & Knowledge

• Demonstrates extensive experience within a Multi-Family Office, Private Banking, Wealth Management, or similar financial services environment
• Possesses a strong understanding of global financial markets, asset allocation, portfolio construction, and alternative investments
• Demonstrates advanced proficiency with Bloomberg Terminal, including market data analysis, portfolio analytics, fixed income, equities, foreign exchange, and economic research functions
• Exhibits strong analytical, organizational, and problem-solving capabilities, with exceptional attention to detail
• Demonstrates excellent written and verbal communication, interpersonal, and presentation skills
• Maintains a high level of discretion, confidentiality, and professionalism when handling sensitive client and financial information
• Languages: English, and Spanish

Pay

Minimum base pay range: $67,500.00 USD. Maximum: $115,000.00 USD. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.