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Online Resumes with "Family Offices"
Alternatives Sales Specialist - 8 years experience - HSBC Private Bank
A client facing professional with expertise in advising on Alternative Investments to financial advisors, high net worth individuals, institutions, consultants, family offices, advisors in the US and Latin America. Experienced in hedge fund of funds portfolio management, marketing of private equity, real estate, fund of funds, and currently responsible for the sales of HSBC’s Alternatives business in the Americas. Seeking t...
Tags for this Online Resume: Experienced, International, Resourceful, Diligent, Intelligent, Articulate
Accountant/Bookkeeper, New York, NY
Tags for this Online Resume: Fund Accountant, Private Equity, Partnership Accountant, Family Office Accountant, Quckbooks
Sales and Banking Officer
To continue working with affluent families and family offices in the wealth management field.
Tags for this Online Resume: Banking, Affluent, Credit, Investment Management and Trust, Customer Service, Wealthy Individuals
Executive Personal Assistant, United States
I am transitioning from a corporate career executive assistant to an executive personal assistant and am conducting an active search to match my extensive background and skills with the right individual, family or family office.
Tags for this Online Resume: Executive Personal Assistant, Personal Assistant, Executive Assistant
Financial Advisor
Tags for this Online Resume: Private Equity Sales, Business Development, Portfolio Management, Family Office, Foundation, Endowment
Raising Assets, Boston
Financial services professional with successful record of marketing investment strategies to high net worth individuals, family offices, and institutional clients. I have a thorough understanding of the competitive landscape and growth opportunities for ETF managed portfolios. I would like to work with a GIPs-compliant manager who needs help growing their asset base through multiple channels.
Executive, Financial analyst, Austin
To apply my 20+ years as a financial analyst to an entrepreneurial opportunity in Austin.
Ideal Companies: Green Mountain Energy, NRG, HomeAway, uShip,
Tags for this Online Resume: analysis, speaker, sales, energetic, strategy, balanced
Trust Officer, Family Office
To provide expert advice and guidance on business succession and individual estate planning in the Family Office setting
Tags for this Online Resume: Trust Officer, Business succession, estate planing, Tax, Estates, Fiduciary
Business Development Life Sciences
Life Science Business Development & Subject Matter Expert. Over the past fourteen years while working at a top strategy- consulting firm, a top "big data" firm and boutique healthcare investment banks, I have developed an expertise across translational medicine, bioinformatics, regulatory and reimbursement strategies, operational improvement and business analysis. My expertise reaches across IT, research, product developmen...
Tags for this Online Resume: Life Science, Business Development, Sales, New York City, Healthcare
Family Office Analyst, Hedge Fund-of-Funds
Manage pools of money for family offices, endowments, foundations or fund-of-funds with a focus on hedge fund manager selection and asset allocation.
Portfolio Accountant - 20 years Experience - CT
I am looking for a long term position.
Tags for this Online Resume: Fairfield County, Portfolio Accountant, Hedge Fund Reconcilation, Family Office
Senior Equityl Analyst - 15+ Years of Experience - Near 06830
Fundamental, bottom-up analyst with extensive financial market experience at both asset managers and hedge funds. Thorough understanding of the stock market, industry groups, and numerous analytic techniques. Detailed financial modeling experience as well as client interaction.
Ideal Companies: Lone Pine Capital, Morgan Stanley Asset Management, Fiduciary Trust, family office
Tags for this Online Resume: Equity Research, Fundamental Analysis, Excel, Bloomberg, Industrial, Consumer, Natural Resources, NYC Area
