Family Office Investment jobs in Fulton County, GA

A financial recruitment agency is seeking a Senior Financial Analyst to join a family office in Atlanta. This mid-senior level role involves analyzing acquisitions, assessing portfolio performance, and collaborating directly with executive leadership on finance and investment strategies. Candidates should have a bachelor's degree in Finance or related fields and at least 3 years of relevant...

About InvescoAs one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and...

About the Department/ Team: Investment Compliance is a global function responsible for ensuring compliance with regulatory, prospectus, client-directed, and internal investment and operational restrictions. This position will be on the Americas inve Compliance Officer, Investment, Compliance, Officer, Operations, Banking

Overview Locations: Boston, Massachusetts, Atlanta, Georgia, Princeton, New Jersey, Clifton, New Jersey, Quincy, MassachusettsWho we are looking for The ideal candidate is experienced in Private Markets Accounting with a background in Reconciliation. Individual will join the Product SME team managing the evolution of the AIS Reconciliation platform. Candidate will have a mix of Business and...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you...

A multi-entity family office is seeking a Chief Financial Officer (CFO) to lead financial strategy and governance. The ideal candidate will possess 15+ years of experience in finance leadership and have an understanding of family office dynamics. Responsibilities include financial oversight across various entities, investment performance monitoring, and compliance management. This full-time role...

OverviewThis role exists to support the Family Enterprise. The role combines expertise in tax strategy, compliance, and reporting, that often requires an understanding of complex family structures, trusts, and wealth management. A successful candidate must be comfortable giving advice to both Owners and Senior Leader Leadership. This is a professional role, and the individual must possess a...

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.   As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray...

POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key...

Chief Financial Officer (Relocation to Dayton/N. Cincinnati area) Be among the first 25 applicants. Direct message the job poster from The Connor Group. This role could require relocation to the Dayton/Northern Cincinnati area. Does this describe you? - Do you have excellent analytical and critical thinking abilities? - Are you highly organized and disciplined with a high level of attention...

DescriptionAbout Alvarez & MarsalAlvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our...

Tax Senior - HNW/Family Office Position Overview We are seeking a knowledgeable and detail-oriented Tax Senior to join our team, focusing on high-net-worth individuals and family offices. The ideal candidate will provide expert tax planning and compliance services, ensuring our clients' financial strategies align with their long-term goals. Key Responsibilities - Prepare and review complex tax...

Job DescriptionThe Investment Lead at WND Ventures plays a pivotal role in driving strategic investments that align with the operational needs of DPR Construction and its Family of Companies. This individual will lead sourcing, diligence, and portfolio management activities, while actively shaping the future of construction through high-impact partnerships with startups.Key Responsibilities1....

We are seeking a talented individual to join our Global Real Assets team at Mercer. This role will be based in one of our North America offices in the Central or Eastern Time Zones. This is a hybrid role that has a requirement of working at least three days a week in the office.The Head of North American Infrastructure will be a member of the Global Real Assets leadership team, sit on the global...

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values,...

North America Head of Infrastructure Investments Join to apply for the North America Head of Infrastructure Investments role at Mercer. We are seeking a talented individual to join our Global Real Assets team at Mercer. This role will be based in one of our North America offices in the Central or Eastern Time Zones. This is a hybrid role with a requirement of working at least three days a week...

Who we are looking forSenior Associate needed for the Alternative Investments Transformation team. This role will work closely with Alternative Investments technology, various internal and external stakeholders in a varied and challenging role. Additionally, candidates must be well-organized and able to deliver projects in a timely manner. Candidates must demonstrate strong initiative, be able to...

Head of Clients, US Investment Solutions We are seeking a talented individual to join our US Investment Solutions team at Mercer. This role will be based in the US with a preference for New York or Boston locations. This is a hybrid role that has a requirement of working at least three days a week in the office. Mercer is seeking an experienced and strategic Head of Clients, US Investment...

Chief Financial Officer (CFO) – Family Office Job Title: Chief Financial Officer (CFO) – Family Office Compensation: Competitive Base Salary + Performance Bonus + Potential Equity Participation About the Role A multi-entity family office with a sophisticated and diversified portfolio— including operating businesses, real estate assets, fund investments, and philanthropic initiatives— is...

A financial services firm in Atlanta is seeking a Managing Director & Family Office Fellow to lead estate and wealth planning efforts. The ideal candidate will have a postgraduate degree and over 10 years of relevant experience, managing complex deliverables while providing expert guidance in estate planning. Strong organizational and communication skills are essential. This role is 100% onsite...