Family Office Investment Associate

JOB DESCRIPTION: Our client seeks a Family Office Investment Associate to join the team. Job responsibilities include: -Serve as trusted contact to family clients for day-to-day client service and family advisory needs. -Support investment team in oversight and implementation of client portfolios. Areas of involvement include client onboarding, portfolio deployment, single stock risk management, ongoing rebalances, investment oversight, financial planning and risk management. -Actively participate in portfolio management decisions to enable strategic family initiatives related to estate and tax-planning solutions such as transfers of interest, partnership distributions, and charitable gifting. -Present at regular meetings alongside the investment team with potential and current clients.

JOB REQUIREMENTS: -At least 2-5 years of experience working as an investment associate at a family office, endowment, FOFs or OCIO -Strong undergraduate track record from a top institution -Preference for candidates with a CFA, CFP or post-graduate degree -Ability to manage multiple projects at the same time Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance Industries Individual and Family Services, Investment Management, and Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at ELCO Consulting by 2x Sign in to set job alerts for “Investment Associate” roles. San Francisco County, CA $160,000.00-$161,000.00 2 weeks ago Investment Associate (Private Equity), Family Office San Francisco County, CA $140,000.00-$160,000.00 4 weeks ago San Francisco, CA $110,000.00-$150,000.00 2 weeks ago Equity Financial Analyst - San Francisco San Francisco, CA $125,000.00-$200,000.00 2 years ago Associate/Senior Associate, Investment (Healthcare & Life Sciences-Americas) Mountain View, CA $118,000.00-$155,000.00 1 week ago San Francisco, CA $35.00-$41.37 6 days ago San Jose, CA $102,500.00-$136,600.00 2 weeks ago San Francisco County, CA $105,000.00-$120,000.00 3 weeks ago San Francisco County, CA $175,000.00-$225,000.00 2 weeks ago Equity Research Associate (Semiconductor) San Francisco, CA $125,000.00-$155,000.00 2 weeks ago San Francisco County, CA $175,000.00-$225,000.00 2 weeks ago San Francisco County, CA $140,000.00-$160,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.