Family Office Senior Analyst
Ascend
This job is no longer accepting applications
See open jobs at Ascend.See open jobs similar to "Family Office Senior Analyst" Alpine Investors.IT
New York, NY, USA
Posted on Jan 31, 2024
About Ascend
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. For more information, visit ascendtogether.com.
About LMC
Who we are:
LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients are one aspect, but it is our even greater staff that sets us apart. For us, it’s about creating a positive work environment that offers flexibility and growth.
LMC Family Office offers a comprehensive solution to individuals and their families to formulate an outsourced accounting, financial planning and administrative structure based on key performance indicators. We are currently hiring a Senior Analyst to support the day to day operations within a client group.
What You’ll Do
Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.
The annual base salary range for this role is $115,000-140,000. This range includes the anticipated low and high end of LMC’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. For more information, visit ascendtogether.com.
About LMC
Who we are:
LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients are one aspect, but it is our even greater staff that sets us apart. For us, it’s about creating a positive work environment that offers flexibility and growth.
LMC Family Office offers a comprehensive solution to individuals and their families to formulate an outsourced accounting, financial planning and administrative structure based on key performance indicators. We are currently hiring a Senior Analyst to support the day to day operations within a client group.
What You’ll Do
- Responsible for the execution of client engagements, providing white glove service to all clients
- Prepare all aspects of client financial reporting in alignment with deliverables package including P&Ls, cashflow reports and projects
- Manage full investment portfolio including asset allocation and conduct due diligence of current and available investment opportunities
- Communicate status of engagements to departments involved in providing additional services to client
- Identify opportunities to cross sell existing clients by partnering with leaders from other service lines
- Bachelor’s Degree in Economics, Business, Finance, Accounting or related field
- 2+ years’ experience investment analyst experience, including experience in one of these areas of finance – investments, portfolio management, planning, corporate finance, wealth management, or banking
- Experience building models for tracking changes in investment portfolio
- Experience constructing reporting for client financials and investments
- Skilled writer with the ability to document and present results of research and analysis
Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.
The annual base salary range for this role is $115,000-140,000. This range includes the anticipated low and high end of LMC’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.
This job is no longer accepting applications
See open jobs at Ascend.See open jobs similar to "Family Office Senior Analyst" Alpine Investors.