Assistant Manager, Finance
Core
Support financial reporting, portfolio administration, and operational management for a diversified investment portfolio and family office.
Role type
Assistant Manager, Finance (Family Office)
Builds
Portfolio reports, financial statements, cash flow analyses, and operational records for family office assets.
Domain
Family Office / Wealth Management / Financial Services
Required skills
Financial reporting, cash management, portfolio administration, banking operations, expense tracking, record keeping, process improvement, analytical skills, attention to detail
Preferred skills
Stakeholder management, communication, time management, problem-solving
Technologies
Banking systems, reporting databases, financial software
Responsibilities
Monitor portfolio performance and prepare periodic reports; analyze household expenditures and identify trends; maintain investment and operational records; support banking and cash management; manage family office assets (properties, vehicles, insurance, taxes); coordinate approvals and administrative support; drive process improvements.
Seniority
Mid-Senior, hands-on IC