Tech Associate Service

4 weeks ago

Toronto ON, Canada Northwood Family Office LP Full time

Opportunity Awaits at Northwood Family Office:
Senior Associate
Northwood Family Office is always on the lookout for dedicated and talented individuals to join our team, specifically in the capacity of Senior Associate. As Canada’s leading multi-family office, we believe in harnessing the power of expertise and are eager to onboard professionals who share our commitment to excellence.
Northwood Family Office is Canada’s leading multi-family office and a trusted advisor to many of the country’s most successful families. Northwood Family Office is Canada’s leading multi-family office and has consistently been ranked the ‘#1 family office in Canada’ in the Euromoney Global Private Banking survey. For more information, see our website at .
Northwood values the diversity of both our internal team and our clients. Diversity for us means fostering a workplace in which individual differences are recognized, appreciated, respected and responded to in ways that celebrate and utilize each person’s knowledge, experiences, abilities and strengths.
With a focus on supportive the exciting growth Northwood Family Office, we are currently seeking Senior Associates to expand the firm’s client management team. Client management – assisting the client management team with analysis and projects as required.
Investment and Tax planning– contributing to the firm’s proficiency in investment research and tax planning including development and/or review of client strategies, as well as other related projects.
Undertake tax, investment, and other planning-related work for clients
Prepare analyses and reports related to individual client situations
Contribute to the firm’s overall knowledge on investment, tax and planning issues
Assist in the management of recurring investment, tax and accounting needs for clients
The role is ideally suited for a CFA, or CPA with approximately 1-3 years of post-qualification wealth management or family office experience who is looking to continue to build a career in the wealth management industry, rounding out their existing skills with additional complementary knowledge. Knowledge and experience in the areas of investment management and tax (personal, trust, and corporate)
Strong technical skills
Priority will be given to candidates with High Net Worth client and investment experience
If you are interested in building a career at Northwood, please email your resume and cover letter to careers@northwoodfamilyoffice.Northwood has built its success based on the broad backgrounds, training, skills, and experiences that our team members uniquely contribute.

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