Finance Associate

Arrow Search Partners; Greenwich (CT); On-site; USD 115,000 - 150,000; Full time

Job summary

Arrow Search Partners is seeking a detail-oriented accounting professional to support a family office environment in Greenwich, CT. The role emphasizes confidentiality and precise financial reporting across estates, investments, and venture activities.

You will collaborate on estate planning, charitable giving, seed capital administration, and due diligence for new ventures, while integrating AI concepts to enhance reporting and governance.

Qualifications

• Bachelor2s degree in accounting or finance required.
• 3a0-5 years of family office or public accounting experience.
• Strong accounting and financial reporting skills; confidentiality essential.

Responsibilities

• Support estate planning administration and reporting.
• Coordinate charitable giving transactions and documentation.
• Manage the administration and reporting of the firm7s internal seed capital program
• Oversee reporting regarding ownership interests and related investments
• Support the due diligence, administration, and reporting of new venture capital vehicle9s
• Assist in integrating AI concepts and capabilities.

Skills

Accounting

Financial reporting

Confidentiality

Client exposure

Education

Bachelore2s degree in accounting or finance

Job description

About The Company

Our client is a leading global investment management firm that applies quantitative research and technology to develop systematic investment strategies across equities, fixed income, multi-asset, alternative investments, and risk management solutions. The firm serves a broad institutional and wealth management client base through a disciplined, data-driven investment process.

Responsibilities

• Support estate planning administration and reporting
• Coordinate charitable giving transactions and related documentation
• Manage the administration and reporting of the firm’s internal seed capital program
• Oversee reporting regarding ownership interests and related investments
• Support the due diligence, administration, and reporting of new venture capital vehicle’s
• Assist in integrating AI concepts and capabilities

Requirements

• Bachelor’s degree in accounting or finance
• 3-5 years of family office or public accounting experience
• Strong accounting and financial reporting skills
• Exposure to high-net-worth clients and maintaining confidentiality

Salary Range

$115,000-$150,000