Our investment management client is seeking an experienced Family Office Accounting Manager to assist their family office sector of the organization!

Perks of the Family Office Accounting Manager?

• Employee-owned company!
• Company is over 60 years old and continuing to grow!
• Great tenure – employees stay for the long-haul.
• Competitive salary and performance-based bonuses.

Family Office Accounting Manager Responsibilities:

• Investment Management: Lead the development and implementation of investment strategies. Monitor market trends and economic conditions to make informed investment decisions.
• Client Relations: Build and maintain strong relationships with clients, ensuring their investment goals are met. Provide regular updates and insights on portfolio performance.
• Team Leadership: Manage and mentor a team of investment professionals. Foster a collaborative and high-performance culture.
• Risk Management: Identify and manage investment risks. Develop strategies to mitigate potential risks and protect client assets.
• Research and Analysis: Conduct thorough research and analysis of investment opportunities. Present findings and recommendations to senior leadership and clients.
• Compliance: Ensure all investment activities comply with regulatory requirements and internal policies. Maintain up-to-date knowledge of relevant regulations.
• Business Development: Support business development efforts by identifying new opportunities and contributing to the growth of the firm’s client base.

Family Office Accounting Manager Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field. An MBA, CFA, or CPA is preferred.
• Experience at a large tier public accounting firm.
• Proficient in Sage Intacct and Microsoft Excel.
• Strong understanding of payroll processes and tax regulations.
• Strong understanding of financial markets, investment principles, and economic trends.
• Excellent leadership and team management skills.
• Excellent organizational and communication skills.
• Strong attention to detail and problem-solving skills.

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