Family Office

Family Office Finance Jobs

2 jobs found

5mo ago

Senior Associate Real Estate Acquisitions & Networking focus

Ballast Point Capital Tampa, FL Hybrid

Tampa, FL

5mo ago Closed

Full time Senior Acquisitions Associate

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

The Opportunity

Ballast Point Capital is seeking a proactive Senior Associate to join the investment team. This role blends hands on underwriting with proactive deal sourcing, offering a meaningful departure from a traditional back office analyst position. You will play a key part in expanding our footprint by handling both the quantitative analysis behind opportunities and the relationship network that brings them to our desk. In addition to the core real estate portfolio, you will gain exposure to private credit opportunities and private equity, providing a broad view across the capital stack.

Key Responsibilities

Deal Sourcing & Networking
- The Face of the Firm: Represent the Family Office at industry conferences, local real estate events, and social functions to build a robust pipeline of off market opportunities.
- Relationship Management: Cultivate and maintain deep relationships with brokers, developers, and lenders.
- Pipeline Growth: Proactively identify and "hunt" for new acquisition targets that align with our investment mandates.
Underwriting & Analysis
- Deal Evaluation: Perform rigorous financial underwriting for new real estate acquisitions and private credit opportunities.
- Lease-Up Strategy: Support high value lease-up initiatives, analyzing market data to optimize occupancy and maximize NOI.
- Risk Assessment: Evaluate credit-worthiness and collateral for private lending deals, bridging the gap between real estate and debt analysis.
Portfolio Support
- Create high level investment memos for the Family Office leadership.
- Monitor market trends to identify shift points in asset classes such as Multifamily and Industrial.

The Ideal Candidate

The ideal candidate combines strong networking with disciplined underwriting. You should be comfortable working in a complex Excel model and engaging with industry professionals alike.

Experience: 2–4 years in Real Estate Investment Banking, Private Equity, or a similar high-volume brokerage environment.
Technical Savvy: High proficiency in financial modeling (DCF, IRR, NPV) and a deep understanding of real estate fundamentals.
Executive Presence: Highly professional demeanor with the ability to represent a Family Office with discretion and integrity.

Why Ballast Point Capital?

Cross-Disciplinary Exposure: Gain rare experience in both equity real estate and private credit.
High Autonomy: We value hunters. You will have the freedom to pursue deals and build your own professional brand under our banner.
Direct Impact: Work directly with decision-makers in a flat organizational structure where your deals move the needle.

Education & Credentials

Education: Master's (Preferred)
License/Certification: Real Estate License (Preferred)

Location

Hybrid remote in Tampa, FL 33602. Work Location: In person.

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5mo ago

Controller for Family Office and Investment Advisory 150k base 200k to 250k all in HYBRID

The Hire Mark Santa Monica, CA

Santa Monica, CA

5mo ago Closed

$180k - $250k/yr Full time 150k 200k 250k

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Opportunity Overview

A distinguished boutique investment advisory and family office practice is seeking a seasoned Controller to manage the accounting and financial operations for multiple family entities and investment vehicles. The role partners with the Founder & CEO and serves in a leadership capacity for financial reporting, accounting operations, compliance, and strategic planning for a high-net-worth client base. The ideal candidate combines deep accounting expertise with strong communication skills and the ability to present financial information clearly while preserving the highest level of discretion.

Key Responsibilities

Oversee day-to-day accounting activities, including the general ledger, accounts payable/receivable, and bank reconciliations.
Maintain precise financial records across multiple family entities and investments.
Prepare consolidated financial reporting and monthly statements.
Monitor cash positions and manage intercompany transfers.
Forecast liquidity needs and support financial planning efforts.
Develop budgets, financial models, and forecasts.
Coordinate with external tax advisors to support tax compliance and planning.
Reconcile investment activity within portfolio accounting systems.
Produce client-ready financial reporting and performance analyses.
Ensure adherence to internal controls, regulatory requirements, and GAAP.
Assist leadership with operational and financial decision-making.

Required Qualifications

Bachelor’s degree in Accounting, Finance, or a related field.
7–10+ years of accounting or financial management experience.
3–5+ years of experience in family office, RIA, or an investment firm preferred.
Previous roles such as Senior Accountant, Accounting Manager, or Assistant Controller.
Experience with financial reporting and multi-entity accounting.
Familiarity with systems like Addepar, Sage Intacct, Charles Schwab, or Bill.com is preferred.
Strong communication skills and the ability to engage with high-net-worth clients.
Exceptional organization and attention to detail.
CPAs, CFAs, MBAs, or CFPs are a plus but not required.

Compensation & Benefits

Base salary: $130,000 – $160,000. Total compensation: $225,000 – $250,000. Hybrid work environment. Direct collaboration with firm leadership. A high-impact role within a growing investment advisory platform.

Compensation potential: Total compensation could reach $200,000 – $250,000, depending on experience and performance.

Location & Work Arrangement

Location options include Santa Monica, CA or Newport Beach, CA, with a hybrid work setup.

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Family Office Finance Jobs

Senior Associate Real Estate Acquisitions & Networking focus

Controller for Family Office and Investment Advisory 150k base 200k to 250k all in HYBRID

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