Family Office Intern Jobs in New York

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

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

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

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

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

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

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 seeks Finance Manager

· Closely review all expenses, including personal, taxes, insurance, medical, education, and mortgage payments.

· Manage and review all bank account and credit card activity for family members.

· At least 5 years of experience working at a high level in a Family Office

· Resolve any owner / family inquires, issues, and special requests quickly and accurately

· Direct the accounting and reporting for all personal transactions.

Management supervision and development of staff (accounting and family office operations), payables, benefits, payroll, etc

Asset Management onboarding once deal has closed

15+ years of relevant experience out of a Private Equity firm or Family office

Public Accounting experience is a must

Coordination of and review all tax filings including individuals and related entities, estimated taxes, capital allocations (tax and GAAP), etc.

Coordination and responsibility for other projects as needed

Candidate must be actively pursuing a Finance or Accounting degree

Proficiency in all Microsoft applications and excellent computer skills expected

Strong communication skills and work ethic

Process invoices and obtain invoice approval in accordance with company signing and delegation policy

Process vendor payments by wire and online bill pay

Setup new vendors and maintain vendor list