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About the Role

The Family Office Consultant will serve as a strategic advisor and technology specialist, leveraging expertise in the Addepar and Arch platforms to optimize our clients' financial and performance reporting. This role is responsible for the implementation, administration, and data management of these software systems, ensuring accurate, transparent, and comprehensive reporting for ultra-high-net-worth clients. This team member will interface regularly with 1900 family office clients.

Responsibilities

Conduct due diligence, review investment strategy and assess risk to help clients with investment allocation decisions
Collect and review offering documents, partnership agreements, and fund private placement memorandums to understand structure and terms
Analyze historical performance data and benchmark against industry standards to assess risk and potential returns
Evaluate the track record and reputation of asset managers or sponsors
Assess liquidity provisions, redemption terms and exit strategies
Prepare due diligence summaries outlining key findings
Lead the end-to-end implementation and onboarding process for new family office clients onto the Addepar and Arch platforms
Develop an understanding of the legal entity structures of the family
Coordinate data aggregation and reconciliation from various sources, including accountants, custodians, private equity funds, and other financial institutions
Serve as the primary point of contact, ensuring a seamless transition and successful project delivery for each client
Prepare, reconcile, and validate complex investment performance reports, cash flow analysis and consolidated net worth statements using Addepar
Process and reconcile complex transactions for illiquid and alternative assets, such as private equity, venture capital, and real estate
Leverage Arch to manage and report on illiquid and alternative investments, including capital calls, distributions, and fund performance
Generate custom reports and analytical views to support the investment team's requests and provide clients with timely, accurate insights
Act as a "super-user" for Addepar and Arch, providing training and support to client teams and internal staff
Troubleshoot data discrepancies and system issues, identifying opportunities to improve workflows and data quality
Stay current on platform updates and enhancements to recommend strategic improvements and additional features to clients
Interface directly with clients to understand their needs and translate them into actionable solutions
Communicate complex financial and technical concepts clearly and concisely to clients and stakeholders with varying levels of expertise
Manage multiple client relationships and projects simultaneously while adhering to strict deadlines and confidentiality standards
Monitor and report on cash flow across multiple family accounts and entities

Requirements

5+ years of professional experience in wealth management, private equity, financial services, or consulting, with specific exposure to ultra-high-net-worth individuals or family offices
Proven experience with investment and portfolio performance reporting, specifically relating to management and reporting on alternative investments
Working knowledge of valuation principles for alternative assets and familiarity with financial statement reporting
Experience with other portfolio management systems or data integration tools is a plus
MBA, CPA, CAIA, or other relevant certifications
Knowledge of accounting for complex entity structures common in family offices, such as LLCs, partnerships, and trusts
Excellent written and verbal communication skills, including experience in client-facing roles
Demonstrated analytical and critical thinking abilities with exceptional attention to detail
Strong written and verbal communication skills, including experience in client‑facing interactions
Highly organized with the ability to manage multiple priorities effectively
Proactive, forward‑thinking, and able to anticipate needs or challenges
Skilled problem solver with a solutions‑oriented mindset
Experienced in handling sensitive and confidential information with discretion
Must be able to reach, bend, and lift up to 15lbs
Must be able to sit in front of a computer most of the day
Must be able to speak to and hear customers
Must be mobile in an office environment to access file cabinets, office machines, and other equipment used
Must be able to type on a keyboard and read a computer screen
Proficient in Microsoft Office Suite: Outlook, Excel, Word, PowerPoint, and Teams
Advanced proficiency with Microsoft Excel for data modeling and analysis
Familiarity with Quick Books, Addepar and Arch a plus

Skills

Addepar
Arch
Microsoft Office Suite
Microsoft Excel
Quick Books

Experience Level

5+ years of professional experience

Education Level

Bachelor’s degree in finance, Accounting, Economics, or a related field

About the Company

Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.

Equal Opportunity

Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.
Click The Link Below To Be Redirected To The Equal Employment Opportunity Commission’s Website To View The “Know Your Rights” Poster https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf