Family Office Associate

SunEnergy1

Family Office Associate

Stamford, CT
Full Time
Paid
  • Responsibilities

    We are seeking a highly analytical and detail-oriented Family Office Associate to support operations, financial data management, and transaction execution within a sophisticated family office. This role requires a strong understanding of financial transactions, data organization, and reporting. The ideal candidate will work closely with, accounting, and legal teams to ensure accurate record-keeping, compliance, and operational efficiency.

    Key Responsibilities:

    Data Management & Reporting

    • Manage and maintain financial databases, investment tracking systems, and reporting tools.
    • Reconcile investment data from various sources, ensuring accuracy in financial statements and performance reports.
    • Develop dashboards and reports to provide insights into performance, cash flow, and liquidity planning.
    • Assist in preparing presentations and reports for family members, advisors, and external stakeholders.

    Operational Support & Process Improvement

    • Optimize data workflows and improve efficiency in transaction processing and reporting.
    • Support risk management efforts by monitoring compliance, tax considerations, and regulatory requirements.
    • Assist in special projects, including technology implementation and process automation for enhanced data management.

    Qualifications & Requirements:

    • Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
    • Experience: Minimum 3+ years of experience in investment operations, accounting, or financial data management (preferably in a family office, investment firm, or private wealth management setting). NetSuite experience a strong plus
    • Technical Skills:
      • Strong proficiency in Microsoft Excel, financial modeling, and data visualization tools.
      • Knowledge of accounting principles and financial reconciliation.
    • Attention to Detail: Exceptional accuracy in handling financial data and transaction processing.
    • Analytical Mindset: Ability to interpret financial data and generate meaningful insights.
    • Communication Skills: Strong written and verbal communication skills to liaise with internal teams and external partners.
    • Integrity & Discretion: Ability to handle confidential information with the highest level of professionalism and discretion.