Analyst / associate at Family Office in New York, NY | Kablio

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Role

Description

Requirements

3-4 yrs

research

accounting

corporate finance

multi‑asset

operations

Looking to hire an investment analyst / associate with 3-4 years experience for a multi-asset family office. Seeking someone with strong fundamental research / financial accounting / corporate finance experience to primarily cover stocks, fixed income, privates, and other asset classes. We are looking for someone passionate about research and businesses and able to easily adapt / learn new sectors and assets. The candidate will also help with operations, reporting, trading, and building out the infrastructure. Additionally we have operating assets within the family office that the candidate will help oversee.

Benefits

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Training + Development

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Interview process

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Visa Sponsorship

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Security clearance

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Analyst / associate

Family Office

Structure and develop real estate and other hard asset deals for high‑net‑worth clients.

Investment analyst/associate covering multi-asset research, operations and asset oversight.

20 days ago ago

Experienced (8-12 years), Intermediate (4-7 years)

Full Time

New York, NY

Office Full-Time

Company Size

720 Employees

Service Specialisms

Project Management

Consulting

Property Development

Design

Technical Services

Sector Specialisms

Industrial

Energy

Infrastructure

Buildings

Residential

Commercial

Water Resources

Heavy Civil

Company

Overview

Born from a vision to give families bespoke wealth infrastructure, the company crafts tailored investment solutions around properties, private funds, and market securities.
The founders bring decades of financial expertise to guide clients through complex asset orchestration, including private equity placements and public equity holdings.
Typical projects combine real estate development and ownership with exposure to private and public markets.
They also design estate and tax strategies, integrating legal and financial elements to create enduring family legacies.
Headquartered in New York with a presence in Chicago, they specialize in long-term, multi-generational plans supported by expertise in hard assets.
The company stands out by seamlessly integrating real estate, market investments, and strategic tax structuring into cohesive portfolios.

Culture + Values

Environment + Sustainability

Inclusion & Diversity

Articles