- Deloitte (Milwaukee, WI)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... or must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed attorney… more
- Deloitte (Richmond, VA)
- …administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and mentor a staff Requirements: -Bachelor's degree in business, accounting, or finance -Public/ private mix, CPA preferred - Family Office or Fund Accounting ... TRAN AT ROBERT HALF FOR MORE INFORMATION CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/ FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL 200K-250K Responsibilities… more
- BMO Financial Group (San Ramon, CA)
- …institutional real estate investors such as REITs, pension funds, life insurance companies, family office or private equity sponsors. + Prior underwriting ... party reports and deal structuring across property types (multifamily, industrial, office , retail, land). + Experience underwriting transactions for or in… more
- First National Bank of Omaha (Omaha, NE)
- …experts that will help their families manage and preserve multi-generational wealth. The Family Office offers a comprehensive service set that spans holistic ... and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and...as a team to review, identify and deliver holistic family needs. The objective is to provide Personalized Education,… more
- Robert Half Finance & Accounting (CA)
- …data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office , private bank, etc.) + Experience navigating complex client ... clients. As part of a growing team that manages bespoke single- family office structures (not a traditional MFO), you'll work alongside high-caliber professionals… more
- US Bank (New York, NY)
- …is preferred **Location** The role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week and the flexibility to ... work outside the office location for the other days If there's anything...our benefits are designed to help you and your family boost your health, protect your financial security and… more
- KeyBank (Hartford, CT)
- …clients, the Strategist identifies opportunities to protect, grow and transition family wealth. They deliver national expertise locally through the engagement of ... and execution of the client experience + Develops a strong understanding of family relationships and the needs of current clients as well as beneficiaries +… more
- US Bank (Madison, WI)
- …complex problems with minimal guidance + Excellent computer skills, especially Microsoft Office applications If there's anything we can do to accommodate a ... and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …data (no data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office , private bank, etc.) + Experience navigating complex client ... document tracking, and alt investment subscriptions + Support philanthropic entities and family office operations with precision + Liaise with custodians,… more