Family Office Senior Financial Executive
3 weeks ago
We are seeking a seasoned Family Office Senior Financial Executive to join our team at BLS Asset Management. The ideal candidate will have extensive experience in financial management, investment analysis, and risk management.
This role requires a strategic thinker who can develop and implement financial plans, manage complex financial situations, and provide exceptional support to family members and trustees. The successful candidate will also possess excellent communication and leadership skills, able to work effectively with family members, trustees, and other stakeholders.
Responsibilities:
- Manage the preparation of annual tax returns and ensure compliance with regulatory requirements.
- Oversee investments in public and private equities, real estate, and other assets.
- Develop and implement financial strategies to optimize portfolio performance.
- Lead a small team of financial professionals to support financial planning and analysis.
Compensation: This role offers a competitive salary range of $100,000 - $160,000 per annum, commensurate with experience.
Company OverviewBLS Asset Management specializes in investment management, real estate, public and private equity, and wealth management services. Our goal is to provide high-net-worth families with expert financial guidance and support to achieve their long-term objectives.
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