Open to candidates without relevant experience Exposure to Strategic, Long-Term Investments About Our Client Our client is a privately held family office, focused on managing and growing long-term investments across various asset classes. With a legacy rooted in industrial and entrepreneurial success, the firm oversees a diversified portfolio that includes public and private equity, real estate, and strategic holdings. Job Description Investment Team Support Maintain and update investment records, including portfolio positions, capital activity, valuations, and related documentation. Liaise with fund administrators, custodians, and banks to ensure timely and accurate record-keeping. Banking and Treasury Operations Assist with the setup, management, and administration of bank and brokerage accounts. Manage documentation and coordinate with banking relationship managers on operational matters. Investment Committee Support Prepare and format meeting minutes for Investment Committee sessions. Contribute to the development of investment proposals and briefing materials for internal evaluation. Gather and organize documentation to support investment due diligence processes. The Successful Applicant Degree holder with strong interest in investment management Strong proficiency in Microsoft Excel and PowerPoint; familiarity with financial software or CRM platforms is a plus. What's on Offer This position is ideal for individuals who are interested in building a career in investment management within a family office environment. Contact Amber Chang (Lic No: R1984307/ EA no: 18C9065) Quote job ref
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Director, Commercial Banking AML Advisory - Capital One Job ID R69333 Updated date 03/01/2019 Location Melville, New York; McLean, Virginia; Richmond, Virginia; New York, New YorkNYC 299 Park Avenue (22957), United States of America, New York, New York At Capital One,...
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