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Portfolio Finance Leader, Family Office

Job in New City, Rockland County, New York, 10956, USA
Listing for: Jobot
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Manager, Corporate Finance, Wealth Management, CFO
  • Management
    Financial Manager, Wealth Management, CFO
Job Description & How to Apply Below
A leading investment firm is seeking a VP of Finance to manage financial operations across multiple entities. The ideal candidate will have over 10 years of experience in finance, particularly within private equity or family office environments. Responsibilities include overseeing all financial reporting, managing banking relationships, and leveraging App Folio Investment Management. This role is critical for ensuring financial integrity and strategic direction within the family-controlled entities and is based in New York.
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