Analyst, Family Office

North American Properties believes that it all comes down to connections—people to each other; cities to their souls; partners to opportunities; and individuals to experiences that move them.
We believe that by fulfilling people’s desire for connectedness, we’re creating happier places and experiences that in turn become more successful environments, more vibrant communities and ultimately, a better world. Since 1954, we’ve balanced a well-capitalized approach and a keen focus on successful execution with a willingness to question conventional wisdom, reimagining and expanding the possibilities for more than $7 billion of assets across the US.
Whether developing multifamily, mixed-use, office, student housing, hotel or retail environments, we’re driven to deliver more valuable, meaningful real estate that transforms, inspires, delights and succeeds by connecting us all with what matters most.

The Family Office Analyst will be an integral part of the Family Office team, providing diversified support to the Director, Family Office and Investments as well as Family Members. This dynamic position involves overseeing accounting and finance deliverables, preparing detailed financial statements, and producing investment performance reports.
As a self-starter, the Family Office Analyst will contribute to the growth of the family office, actively participating in initiatives and gaining hands-on experience. This position offers a unique opportunity for the right candidate to thrive in a supportive and collaborative environment, with ample room for professional growth and advancement within the organization.
In this role, the ideal candidate will be dynamic and versatile. They will have a strong finance and accounting background and the ability to navigate complex financial issues to find creative solutions.
Duties and Responsibilities
Investment Management:

• Assist in monitoring investment activities, evaluate performance, and propose adjustments while maintaining accurate books and records.
• Generate detailed investment reports and conduct research on existing and potential investments.
• Stay updated on market trends, presenting findings to the team and gaining exposure to a wide range of asset classes and investment types.

Financial Reporting:

• Prepare comprehensive financial reports and analyses for the Director, providing insights into the family’s financial position and investment performance.
• Maintain schedules and reports needed for tax reporting.
• Monitor and evaluate financial trends, highlight potential areas for optimization.

Accounting & Accounts Payable/Receivable Oversight

• Oversee day-to-day accounting operations, ensuring accuracy.
• Manage accounts payable/receivable, and reconcile financial discrepancies related to investment and personal activities.
• Prepare capital calls and distributions, monitor cash balances within the various entities maintained.

Budgeting and Forecasting:

• Contribute to the development and maintenance of family and entity budgets.
• Provide input on financial forecasts and variances.

Collaboration:

• Work collaboratively with team members to support overall family office objectives.
• Liaise with external partners, financial institutions, and relevant stakeholders.

Learning and Development:

• Proactively engage in continuous learning to develop expertise in accounting, finance, and investment analysis.
• Take initiative in acquiring new skills and knowledge relevant to the role.

• All other responsibilities and special projects as assigned.*

Qualifications & Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.
• Proven experience in accounting, finance, and investment analysis.
• Strong analytical skills with attention to detail.
• Exceptional communication and interpersonal skills.
• Demonstrates ability to assume ownership, work independently and achieve results.
• Experience with or willingness to learn investment strategies and reporting.
• Experience using PowerBI or similar Business Intelligence tools preferred.
• Highest standard of integrity, discretion, confidentiality, and professionalism

Working Environment
NAP is a fast paced and dynamic atmosphere where all associates are given the opportunity to learn and grow. Our associates benefit from a great deal of variety in projects, each guided by the strategic direction and goals of the company. The Analyst, Family Office must be deadline driven, detail oriented, and a team player with a positive attitude who demonstrates flexibility. The ideal candidate must have the ability to act and operate independently with minimal daily direction from management to accomplish objectives.
What You’ll get in Return:
North American Properties and its portfolio companies invest first in people, recognizing that our people are our greatest assets. Full-Time associates will receive a competitive compensation package based on the candidate’s experience, they will receive a best-in-class benefit package, and opportunities for continuing professional development.
About North American Properties
NAP upholds a professional and deadline‐oriented working environment in an office setting. At NAP, we live our values of Relationships, Ownership, Agility, Strength, and Stability, Courage and Creativity, Empowerment, and Integrity.
North American Properties does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
We look forward to hearing from you!

Job Type: Full-time