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About Intertide Partners: Intertide Partners is an emergent boutique wealth management firm, dedicated to partnering with ultra-high-net-worth philanthropic families and institutions to curate unparalleled investment opportunities. Founded by a visionary leader with a dual role as CEO and CIO, Intertide springs from over 16 years of experience in managing endowment-model portfolios for one of America’s most distinguished families and their charitable foundations. At Intertide, our ambition is to blend financial excellence with philanthropic impact, setting new benchmarks in wealth management.
Role Overview: As an Investment Operations Associate, you will report directly to the CEO/CIO and become a cornerstone of our firm’s operations. This position offers the unique chance to be part of Intertide’s founding team, directly contributing to the creation and evolution of a premier wealth management company. Your role will encapsulate leading administration, accounting, and client reporting functions, crucial for both our esteemed clients and our internal operations.
Your role will integrate and streamline the list of responsibilities mentioned below, focusing on reporting, administration, document management, tax compliance, accounting systems, cash management, and financial reporting. By embodying a comprehensive approach, you will ensure operational efficiency and client satisfaction.
Your Mission:
What We Look For:
Why Join Intertide? This is more than a job—it's a chance to grow with a company at the forefront of philanthropic wealth management. At Intertide, you will have the opportunity to make a significant difference, not only in the firm’s trajectory but in supporting the philanthropic endeavors of our clients. Embrace the entrepreneurial spirit of a start-up environment, where your contributions are not only valued but essential to our collective success. Intertide Partners is committed to fostering a culture where innovation, dedication, and a passion for philanthropy converge. If you are eager to contribute to a team that’s redefining wealth management with every action, we want to hear from you.
Job Type: Full-time
Pay: From $90,000.00 per year
Benefits:
Work setting:
Ability to Relocate:
Work Location: Hybrid remote in Chicago, IL 60611
Full Time
$136k-205k (estimate)
03/20/2024
05/02/2024