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Family Office Intern Jobs

Family Office (Jaws) Associate
By Starwood Capital Group At Miami, FL, United States
Work directly on and manage new investment ideas and opportunities as well as manage current portfolio companies;
Superior analytical, quantitative, and technical skills;
Strong academic background, preferably in finance or accounting;
3 years of relevant experience in Investment Banking or Private Equity;
Strong judgement and decision making skills;
Experience in managing, updating and analyzing large quantities of data;
Morgan Stanley Family Office - Client Management Associate
By Morgan Stanley At New York, NY, United States
Educate Advisors and clients about the MSFO offering, in partnership with management.
Strong organizational and process management skills
Keep track of open client requests and report progress to management.
Create client presentations, marketing, and educational materials.
2-4 years of experience: Financial services and/or consulting background is a plus
Strong PowerPoint skills, with the ability to thoughtfully craft client-facing presentations
Family Developer/Office Assistant
By A Greater Hope At Henderson, NV, United States
Demonstrated proficiency in working with computers including word processing, calendar management, software/database, and social media
Must have 1 years’ experience in sales and /or clerical work or other related experience.
Excellent communication skills; written and spoken English.
Strong decision making abilities and the ability to handle difficult situations with tact and diplomacy.
Must meet County Licensing and State insurance requirements.
Foster Family Agency experience preferred.
Morgan Stanley Family Office - Coo Associate
By Morgan Stanley At , New York, 10036
Minimum of 3 years of experience in consulting, financial services, business management/ strategy, wealth management and/or other related fields
Strong interpersonal and process management skills
Build solid relationships across WM Division and control groups, including the Risk, Legal & Compliance, Operations, Finance teams.
High level of attention to detail, with excellent written and verbal communication skills
Creating and delivering concise and effective presentations to communicate the business strategy across products, segments, and channels.
Be results oriented and quickly turn around high-quality work in a challenging environment
Family Office Senior Accountant
By Uline At , Pleasant Prairie, 53158
Bachelor's degree in Finance / Accounting.
4+ years of Accounting or bookkeeping experience.
Tuition Assistance Program that covers professional continuing education.
Process accounts payable and fixed asset accounting.
Reconcile balance sheet accounts and credit card transactions.
Perform month-end close and prepare financial statements.
Family Office Analyst Jobs
By Greran Group At New York, NY, United States
Knowledge, Skills & Abilities Required
Salary competitive and commensurate with qualifications and experience.
Exceptional analytical and research skills
Professional written and verbal communication skills
Proficient with Microsoft Office programs, particularly Excel
Strong work ethic with reliable confidentiality
Single-Family Software Developer Intern (Hybrid - 3 Days In Office)
By Freddie Mac At , Mclean, 22102, Va $32 an hour
Participate in robust technical trainings, brown bag bootcamps, hackathons, and new hire technical program education.
College-level experience with coding practices and languages (such as Java, C/C++, Python, Angular/Springboot, or others)
Knowledge of Agile software development project methodologies preferred
Experience with popular business tools (Windows, Office Professional, Visio, SharePoint, etc.)
Effective communication skills, both written and verbal
Understand Business needs and processes; identify solutions, present and work with project team/sponsors in identifying the best solution
Morgan Stanley Family Office – Analyst
By Morgan Stanley At New York, NY, United States
Prior experience in consulting, wealth management and/or business strategy & management is preferred
Business Metrics & Presentations: Prepare business analysis, including preparing presentation and reporting materials for senior management
Vendor Management: Support competitive analysis and Third Party vendor evaluation, RFP process and onboarding
Support senior managers with the completion of project objectives, including tracking and reporting on progress of ongoing projects
The role requires a self-starter with strong communication and problem-solving skills, and the ability to learn quickly in a fast-paced environment
Strategic thinker with strong interpersonal skills, highly organized and very close attention to detail
Morgan Stanley Family Office - Coo Associate
By Morgan Stanley At New York, NY, United States
Minimum of 3 years of experience in consulting, financial services, business management/ strategy, wealth management and/or other related fields
Strong interpersonal and process management skills
Build solid relationships across WM Division and control groups, including the Risk, Legal & Compliance, Operations, Finance teams.
High level of attention to detail, with excellent written and verbal communication skills
Creating and delivering concise and effective presentations to communicate the business strategy across products, segments, and channels.
Be results oriented and quickly turn around high-quality work in a challenging environment
Family Office Controller Jobs
By Private Family Office At Santa Monica, CA, United States
Experience with Xero, bill.com, Teamwork (or similar project management platforms)
Excellent prioritization of assignments and effective time management and ability to keep multiple tasks and projects organized and on time
Closely review all expenses, including personal, taxes, insurance, medical, education, and mortgage payments
Manage and review all bank account and credit card activity
7+ years of accounting experience
5+ years of leadership experience
Family Office Financial Assistant
By Brixey & Meyer Capital At Cincinnati Metropolitan Area, United States
Strong organizational, project management, problem-solving skills, and excellent multi-tasking abilities
LLC Management with Legal Counsel (non-BMC)
Manages business and personal calendars, travel schedules and business and household support
Manage and organize tax records and receipts
Previous experience providing support to the C-Suite
High level financial and tax knowledge
Office + Operations Intern Jobs
By Village Properties At Santa Barbara, CA, United States
Ensure Office readiness and tidiness
Assisting Agents with light office and organizational tasks
Delivering office paperwork between MO and SB
Fulfill requests from agents to maintain and market new listings
Create Just Listed/Just Sold Postcards
Create property e-blasts for agents announcing new listings, price reductions, etc.
Family Office Supervisor Jobs
By Atlas Search At New York City Metropolitan Area, United States
8-12 years of public/private accounting experience
Excellent verbal and written communication skills
Booking K-1s and preparation or review of work papers
Accounting and Excel savvy – Templates, VLOOKUP’s, Macro, migrating information
Book journey entries including transfer of assets and noncash distribution.
Oversee monthly reporting for the Principal
Director - Family Office
By HNW Accounting At United States
Strong project management and client service skills
Strong interpersonal skills with an approachable and professional demeanor
Excellent verbal and written communication skills
Experience working with high net worth families
6-9 years of progressive accounting/bookkeeping experience
3+ years of professional services experience preferred
Vice President, Family Office
By Confidential At Cleveland, OH, United States
• Develop and oversee the management and strategic development of the family office.
• Excellent organizational skills and ability to prioritize workflow and manage multiple projects.
The responsibilities of this role will be broad and varied to include but not limited to:
• Demonstrated experience in being flexible and resourceful within a complex and lean environment.
• Demonstrated leadership and mentoring skills towards direct subordinates.
• Well-developed quantitative skills, including proficiency with Excel, QuickBooks and other accounting systems.
Associate - Private Family Office
By MFO Ventures At United States
At least 2 to 3 years of professional experience, primarily in investment banking, consulting, or investment management
Advanced knowledge of Excel (strong modeling experience essential)
Work collaboratively with finance, operations, and product leaders of portfolio companies to prepare and analyze associated materials
Bachelor’s Degree in Finance, Accounting, Business, or a related major
Exceptional analytical, strategic, and critical thinking skills essential
Strong organizational skills with the ability to multitask and prioritize workload
Vice President, Family Office
By Confidential At Greater Cleveland, United States
• Develop and oversee the management and strategic development of the family office.
• Excellent organizational skills and ability to prioritize workflow and manage multiple projects.
The responsibilities of this role will be broad and varied and include:
• Demonstrated experience in being flexible and resourceful within a complex and lean environment.
• Demonstrated leadership and mentoring skills towards direct subordinates.
• Well-developed quantitative skills, including proficiency with Excel, QuickBooks and other accounting systems.
Family Office - General Partner (Impact Investor)
By OneTraction Impact Ventures At Manhattan, NY, United States

Join the first Corporate Venture Capital - Impact platform, and be part of the next-generation V.C marketplace, "i.e., Robinhood + Alibaba for Corporate". Based at Stanford, MIT Innovation Park and ...

Morgan Stanley Family Office – Office Of Coo, Business Manager / Metrics – Avp
By Morgan Stanley At New York, NY, United States
3-5 years of experience in consulting, financial services, wealth management, and/or business administration
Experience with financial management, data analytics preferred
Ability to multi-task with good organizational and time management capabilities
Strong interpersonal and process management skills
Organized project or business manager with experience in playing a central coordination role
High level of attention to detail, with excellent written and verbal communication / presentation skills
Family Office - Controller
By Coda Search At Boca Raton, FL, United States
Strong leadership and management skills and ability to collaborate across many teams
Outstanding communication skills, proven ability to effectively work with all levels of Management
Manage the analysis and preparation of all firm financial business transactions, and review cash flow projections, and management reporting
Various ad-hoc requests from senior management and portfolio managers
Bachelor’s Degree with at least 8+ years of Financial Services/Private Equity Accounting /reporting or similar (family office) experience
Experience reporting or managing private equity investments and portfolios preferred