About the job
FFO Capital is seeking an experienced Finance and Operations Associate to join its family office team. The office manages first-generation wealth for its principals and an emerging second generation located in Philadelphia. The team is responsible for investment portfolio management, financial resource management, tax compliance, credit facilities, risk management, special assets (e.g., art, aircraft), real estate as well as operating multiple foundations and trusts. The Finance and Operations Associate will report to the Controller and oversee operational aspects of the family office, ensuring smooth and efficient day-to-day operations.
Responsibilities:
- Managing the accounts payable process, ensuring accurate and timely processing of invoices, and maintaining strong relationships with vendors.
- Foundation grant management and communications
- Coordinate and manage family office needs with external service providers to deliver:
- Device technology support (e.g., hardware and software applications)
- Insurance coverage oversight and annual renewals
- Employee on-boarding and benefits administration
- Perform vendor onboarding and maintenance and assist with year-end 1099 filing
- Assist with quarterly compliance reporting for family office transactions
- Perform ad-hoc financial analysis and reporting as needed
- Special project management (e.g., asset acquisitions, software implementations)
- Research projects
Qualifications:
- Targeting a candidate with a minimum 5 years of progressive experience in finance and operational roles
- Experience with QuickBooks, Salesforce and other business software solutions preferred
- Family office experience is a plus
Personal Attributes:
- Growth mindset
- Strong work ethic
- Flexibility and adaptability
- Attention to detail
- Ability to work independently within and contribute to a close-knit team
- Discreet, as with personal family information
FS Investments: 30 years of leadership in private marketsFS Investments is an alternative asset manager dedicated to delivering attractive returns across private equity, private credit and real estate. Following its 2023 acquisition of Portfolio Advisors, FS Investments now manages over $83 billion for both institutional and wealth management clients around the world, drawing on 30 years of experience and more than 500 employees operating across nine global offices.The firm’s investment professionals manage a wide range of differentiated strategies across private markets and collectively manage relationships with 300+ sponsors.
FS Investments’ active partnership model creates a virtuous cycle of superior market insights and deal flow, which inform the underwriting process and help to generate strong returns.
FS is an Equal Opportunity Employer.
FS Investments does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of FS Investments and no fee will be paid.
