Working directly with asset owner
Exposure with Hedge Fund preferred

Role Overview

We are seeking a highly trustworthy, detail-oriented Finance and Operations Manager to oversee the day-to-day financial management and operational workflows of a private Single-Family Office. In this role, you will manage financial reporting, investment and fund operations, oversee vendor relationships, and ensure seamless daily administrative functions. The ideal candidate should possess a strong background in finance and investment operations within a family office or investment/wealth management setting.

Key Responsibilities

Financial Management & Accounting

Maintain general ledgers for multiple family entities, trusts, and holding companies.
Prepare monthly, quarterly, and annual financial statements and cash flow forecasts.
Manage accounts payable, accounts receivable, and expense reconciliation.
Coordinate with external CPAs and tax advisors for annual tax planning and filing.
Monitor bank accounts, execute wire transfers, and manage capital calls for private investments.

Operational Oversight

Streamline and document office operational policies and data management systems.
Manage relationships with banks, custodians, brokers, legal counsel and other vendors.
Support the onboarding and ongoing administrative compliance of new investment vehicles.
Assist with lifestyle management assets, including real estate.

Qualifications and Skills

Experience: 10+ years in accounting, finance, or operations; family office or wealth management experience highly preferred.

Education: Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (CPA or CFA is a plus).

Discretion: Proven track record of handling highly confidential and sensitive personal financial data with total integrity.

Traits: Strong self-starter mindset, exceptional organizational skills, and the ability to pivot between high-level financial analysis and hands-on administrative tasks.

Interested applicants should send a detailed resume to Michelle Ho by email to mho@ric.com.hk quoting reference eFC3664 .

(Applicants not contacted within 4 weeks should consider their application unsuccessful.)

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