Job Description

About the Company:

Our client is a family office supporting businesses across various stages, from early growth to mature enterprises, spanning industries like healthcare, education, and renewable energy.

Responsibilities: 

  • Implement and manage the firm’s portfolio monitoring system

  • Establish and manage standardized workflows for deal closings and portfolio company onboarding

  • Design and implement improved reporting and funding processes

  • Establish governance frameworks and financial controls

  • Drive or assist with financial planning and forecasting processes

  • Partner with accountants and bookkeepers

  • Manage complex cap tables and equity documentation

  • Provide analytical and due diligence support for investment decisions

    • Requirements: 

  • Bachelor’s degree in accounting or finance

  • 2-4 years of related experience

  • Experience within...

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