What are the responsibilities and job description for the Family Office Finance and Operations Associate position at FS Investments?
Responsibilities:
- Managing the accounts payable process, ensuring accurate and timely processing of invoices, and maintaining strong relationships with vendors.
- Foundation grant management and communications
- Coordinate and manage family office needs with external service providers to deliver:
- Device technology support (e.g., hardware and software applications)
- Insurance coverage oversight and annual renewals
- Employee on-boarding and benefits administration
- Perform vendor onboarding and maintenance and assist with year-end 1099 filing
- Assist with quarterly compliance reporting for family office transactions
- Perform ad-hoc financial analysis and reporting as needed
- Special project management (e.g., asset acquisitions, software implementations)
- Research projects
Technical Qualifications:
- Targeting a candidate with a minimum 5 years of progressive experience in finance and operational roles
- Experience with QuickBooks, Salesforce and other business software solutions preferred
- Family office experience is a plus
Educational Qualifications:
- Targeting a candidate with a minimum 5 years of progressive experience in finance and operational roles
- Experience with QuickBooks, Salesforce and other business software solutions preferred
- Family office experience is a plus
Personal Attributes:
- Growth mindset
- Strong work ethic
- Flexibility and adaptability
- Attention to detail
- Ability to work independently within and contribute to a close-knit team
- Discreet, as with personal family information
FS Investments: 30 years of leadership in private markets
FS Investments is an alternative asset manager dedicated to delivering attractive returns across private equity, private credit and real estate. Following its 2023 acquisition of Portfolio Advisors, FS Investments now manages over $83 billion for both institutional and wealth management clients around the world, drawing on 30 years of experience and more than 500 employees operating across nine global offices.
The firm's investment professionals manage a wide range of differentiated strategies across private markets and collectively manage relationships with 300 sponsors. FS Investments' active partnership model creates a virtuous cycle of superior market insights and deal flow, which inform the underwriting process and help to generate strong returns.
FS is an Equal Opportunity Employer.
FS Investments does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of FS Investments and no fee will be paid.
