Summary
A well-established single-family office is seeking an Associate / Senior Associate to join its small, collaborative team. The office manages a diversified investment portfolio and operates similarly to an institutional investment platform.
Company Information:
This role offers broad exposure across accounting, investment operations, finance, tax support, and cash management. The team is intentionally lean (approximately 10 professionals) and maintains a flat organizational structure, allowing employees to gain meaningful exposure to many aspects of the business.
The position is particularly attractive for candidates interested in family office investing, hedge fund-style operations, and hands-on responsibility early in their career. The firm is also currently implementing ETON/AtlasFive, and this role will play an important part in supporting the rollout and reporting infrastructure.
Job Description:
- Assist with the corporate accounting and financial reporting process, including maintaining the general ledger and accounts payable within AtlasFive
- Support month-end close processes, reconciliations, and financial reporting preparation
- Assist in the review and preparation of weekly and monthly internal reports, including:
- Credit card usage reports
- Monthly financial statements
- Spending and expense analysis
- Collect and document expense descriptions and supporting information for credit card transactions
- Help create and maintain a structured electronic filing system within AtlasFive
- Assist with liquidity tracking, cash management, and financial oversight
- Support philanthropic payment and grant tracking, including monitoring payment schedules and documentation
- Confirm and verify banking wire instructions and security transfer instructions with counterparties
- Assist with trade booking and operational support related to the investment portfolio
- Participate in special projects, including helping optimize reporting and workflows within the firm’s new system implementation
Requirements / Qualifications:
- 1–4 years of accounting or finance experience
- At least 1 year of experience using ETON/Atlas5/AtlasFive
- Strong attention to detail and organizational skills
- Ability to operate in a small-team, hands-on environment
- Interest in gaining exposure across investment operations, accounting, and finance
- Strong Excel and general financial systems proficiency
