What are the responsibilities and job description for the Family Office Associate position at SunEnergy1?
We are seeking a highly analytical and detail-oriented Family Office Associate to support operations, financial data management, and transaction execution within a sophisticated family office. This role requires a strong understanding of financial transactions, data organization, and reporting. The ideal candidate will work closely with, accounting, and legal teams to ensure accurate record-keeping, compliance, and operational efficiency.
Key Responsibilities:
Data Management & Reporting
- Manage and maintain financial databases, investment tracking systems, and reporting tools.
- Reconcile investment data from various sources, ensuring accuracy in financial statements and performance reports.
- Develop dashboards and reports to provide insights into performance, cash flow, and liquidity planning.
- Assist in preparing presentations and reports for family members, advisors, and external stakeholders.
Operational Support & Process Improvement
- Optimize data workflows and improve efficiency in transaction processing and reporting.
- Support risk management efforts by monitoring compliance, tax considerations, and regulatory requirements.
- Assist in special projects, including technology implementation and process automation for enhanced data management.
Qualifications & Requirements:
- Education: Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- Experience: Minimum 3 years of experience in investment operations, accounting, or financial data management (preferably in a family office, investment firm, or private wealth management setting). NetSuite experience a strong plus
- Technical Skills:
- Strong proficiency in Microsoft Excel, financial modeling, and data visualization tools.
- Knowledge of accounting principles and financial reconciliation.
- Attention to Detail: Exceptional accuracy in handling financial data and transaction processing.
- Analytical Mindset: Ability to interpret financial data and generate meaningful insights.
- Communication Skills: Strong written and verbal communication skills to liaise with internal teams and external partners.
- Integrity & Discretion: Ability to handle confidential information with the highest level of professionalism and discretion.
