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Manage customized investment portfolios for ultra-high-net-worth individuals, family offices, endowments, and institutions. Responsibilities include asset allocation, active trading, risk management, cash and tax planning, client relationship development, business prospecting, portfolio recommendations, and coordination across portfolio management teams. The role requires strong fundamental research expertise, capital markets knowledge, investment decision-making, communication, and leadership skills.

Supports portfolio management and ultra-high-net-worth clients with account openings, money movements, asset transfers, account monitoring, client correspondence, custodial coordination, and account data maintenance. Reviews cash balances for liquidity needs, prepares client meeting materials and investment paperwork, coordinates signatures, and assists the family office with bill paying and tax payments. Requires strong organization, communication, follow-up, investment product knowledge, and client service skills.

Manages customized client portfolios across public and private markets, including portfolio construction, asset allocation, performance oversight, and risk management. Leads client investment reviews, communicates strategies and results, supports high-touch relationship management, and contributes to business development. Oversees portfolio and client associates, collaborates with operations and compliance teams, and supports firm-wide investment process and systems improvements.

The Senior Accountant manages journal entries, financial statement preparation and reconciliation, account analysis, cash flow monitoring, banking activities, client custodian account debits, and bank reconciliations. The role supports internal controls, quarterly reviews, and annual audits while ensuring GAAP compliance and timely reporting. It requires collaboration with leadership and stakeholders, strong cash management and treasury knowledge, and the ability to meet tight deadlines.