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A Multi-family office managing Client relationships for high-net worth individuals.
Ongoing evaluation, analysis, monitoring and management of client portfolios.
Constant and direct contact with banks, consultants, investment managers and financial institutions in Israel and abroad.
Direct contact and established work relationship with the clients, including participation in client monthly meetings; reviewing asset allocation status, investment ideas and work follow-through, etc.
Preparation of personalized monthly client financial reports.
Processing and execution of security and FX transactions.

Bachelors Degree — Finance, Economics and related fields.

Responsibilities:
— Financial statements working paper preparation
— Assistance in audit
— Building the budget for the Management company
— Managing personal investor’s Capital Accounts
— Capital call preparation
— Investment portfolio management

— Financial background
— Strong Excel skills
— Financial mathematics skills
— Strong analytical skills
— Accounting experience
— Self-organization and motivation to assume responsibility, to learn, and to grow

Accounting intern things.

Accounting or related fields.

Tax department

Good English

Actuarial Consultancy:
work on excel
write actuarial opinions
actuarial reserves estimates
pricing

Ability to analyze and understand data in economics

— Préparation et établissement de reporting mensuels selon les normes comptables françaises et anglo-saxonnes ;
— Conversion des comptes de sociétés israéliennes selon les normes françaises ;
— Préparation et établissement des états financiers annuels ;
— Déclaration fiscales (TVA , Impôt sur les sociétés,…) ;
— Réponses aux interrogations des entreprises dans les domaines fiscal, social, comptable et financier ;
— Participation aux rendez-vous clients.

— License en comptabilité (DCG) ou en finance d’entreprise – Exigé ;
— Bon Niveau d’anglais ;
— Capacité à apprendre rapidement ;
— Capacité à travailler aussi bien indépendamment qu’en équipe.

The intern will work on our vendor payables, some tax admin and can also assist our Finance Manager with some of the monthly closing and BvA work.

Native EnglisFinance student

This is a wide-ranging position in the area of investment rounds in startups. You will be working with every aspect of processing these investment rounds.
Responsibilities:
-Analyze and manage portfolio companies’ financial data
-Work with financial statements, budget
-manage Capital Accounts, Cap Tables
-Process Investment Rounds

-Financial background(through studies or previous work experience) or a strong interest in financial issues
-Strong Excel skills
-Financial mathematics skills
-Understanding of VBA is preferable
-Strong analytical skills
-Entrepreneurial thinking, open-mindedness, and creativity
-Self-organization and motivation to assume responsibility, to learn, and to grow

— Fundraising and M&A for major corporations — Signing new companies as clients — Being in dialogue with investors and startups -Work daily on projects of different types, to gain a large amount of experience in different sectors -Being able to see a deal through from day 1 till closing -Room to bringing new ideas to the table -Advising companies on their strategy and financials -Perfecting communication skills in person and over Zoom -Constant communication with the C-level executives globally

Finance Background, Multilingual