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Investment Associate
Baltimore$125,000 - $150,000 USD a year

We are seeking an Investment Associate to join a growing investment team focused on software and technology investments. This individual will play a key role across the investment process, including sourcing new opportunities, conducting diligence, performing financial analysis, and supporting transaction execution. The position offers significant ...

Manager Family Office Services
BaltimoreNegotiable

Manager, Family Office ResponsibilitiesManage day-to-day relationships with high-net-worth clients and their families.Oversee bill pay, cash management, budgeting, and banking activities.Prepare and review personal financial statements, net worth reports, and cash flow analyses.Coordinate with tax, legal, insurance, investment, and estate planning...