At a Glance
- Tasks: Lead financial strategy and operations for a prestigious family office in New York.
- Company: Join Soros Fund Management, a global leader in asset management with a strong social impact focus.
- Benefits: Enjoy competitive salary, discretionary bonuses, and a culture of continuous growth and innovation.
- Why this job: Make a meaningful impact while mentoring the next generation in financial literacy and governance.
- Qualifications: Requires a CPA, 15+ years of experience, and a strategic mindset in finance.
- Other info: Work in a collaborative environment that values integrity, teamwork, and smart risk-taking.
Soros Fund Management LLC (SFM) is a global asset manager and family office founded by George Soros in 1970. With $28 billion in assets under management (AUM), SFM serves as the principal asset manager for the Open Society Foundations, one of the world’s largest charitable foundations dedicated to advancing justice, human rights, and democracy.
Distinct from other investment platforms, SFM thrives on agility, acting decisively when conviction is high and exercising patience when it’s not. With permanent capital, a select group of major clients, and an unconstrained mandate, we invest opportunistically with a long-term view in a wide range of strategies and asset classes, including public and private equity and credit, fixed income, foreign exchange, and alternative assets. Our teams operate with autonomy, while cross-team collaboration strengthens our conviction and empowers us to capitalize on market dislocations.
At SFM, we foster an ownership mindset, encouraging professionals to challenge the status quo, innovate, and take initiative. We prioritize development, enabling team members to push beyond their roles, voice bold ideas, and contribute to our long-term success. This culture of continuous growth and constructive debate fuels innovation and drives efficiencies.
Our impact is measured by both the returns we generate and the values we uphold, from environmental stewardship to social responsibility. Operating as a unified team across geographies and mandates, we remain committed to our mission, ensuring a meaningful, lasting impact.
Headquartered in New York City with offices in Greenwich, Garden City, London, and Dublin, SFM employs 200 professionals.
Job Overview
The Family Office Controllers team is the finance function within SFM that serves the individual needs of various Soros Family clients. The Chief Financial Officer (CFO) plays a critical role as a fiduciary advisor, responsible for ensuring the long-term financial health, ethical integrity, and operational excellence of the family’s personal and financial affairs.
As a key strategic leader within the shared family service office, the CFO is charged with establishing and maintaining a robust control environment that protects against risk, ensures transparency, and promotes financial discipline across all aspects of family operations. This includes designing and enforcing best-in-class policies, segregation of duties, and safeguarding protocols across complex financial structures.
The CFO partners closely with the Chief Investment Officer (CIO) to integrate comprehensive financial planning with investment strategies, and counsels family members directly on budgeting, fiduciary responsibility, and prudent financial decision-making. A key component of the role is to mentor and educate the next generation of family members—instilling financial literacy, governance principles, and sustainable fiduciary practices to support multigenerational stewardship.
Major Responsibilities
- Strategic & Operational Leadership : Design and implement best practices & policies for a robust control environment to safeguard family assets and enhance the integrity of operations. Develop frameworks for appropriate separation of duties and enforce policies that prevent inappropriate or abusive conduct. Responsible for design, implementation and maintenance of financial systems, including coordination with outside consultants, SFM systems professionals and other departments.
- Financial Oversight & Reporting: Oversight of the various family annual budget processes, forecasting change, analysis of spend patterns and reporting to family members deviations in expected spend. In collaboration with the CIO, act as an advisor; establish long-term financial planning, and wealth preservation strategies. Accurate maintenance of in-house monthly books and records and financial reporting of family entities, investment vehicles, trusts, personal balance sheets and High-Net-Worth statements. Partner with estate and tax planners to ensure integrated wealth structuring and estate planning.
- Cash and Liquidity management : Oversee the management of cash flow and liquidity across personal, trust, and business accounts to ensure optimization and fiscal resilience.
- Vendor & Relationship Management: Oversee financial relationships (e.g. banking, insurance, other vendors); evaluation of and negotiation w/ vendors (insurance, etc.).
- Governance & Compliance: Ensure ethical and regulatory compliance across all financial activities and reporting. Coordination w/ tax on ensuring compliance and structuring of various vehicles including trusts and estates, as well as estate planning and execution.
- Payroll Oversight: Oversee accurate payroll processing for household staff and affiliated entities, ensuring compliance and privacy.
- Team Leadership & Development Recruit, develop, and retain high caliber/qualified family office accountants. Provide mentoring, oversight, and performance management to Controllers and accounting staff.
What We Value
- Bachelor’s degree in accounting and CPA required
- 15+ years of industry experience (family office, private investment firm, public accounting), experience working in a family office or w/ High-Net Worth individuals preferred
- Strategic mindset with a demonstrated ability to architect financial infrastructure, governance frameworks, and scalable processes that align with family objectives.
- Demonstrated executive presence and discretion in advising high-net-worth-families
- Experience building and leading a high caliber team
- High degree of sensitivity and discretion when dealing with confidential information
- Excellent communication and interpersonal skills
- Familiar with various types of legal entities (corporations, LLCs, partnerships, trusts)
- Technology and process improvement minded, knowledge of Workday a plus
We anticipate the base salary of this role to be between $250-350k. In addition to a base salary, the successful candidate will also be eligible to receive a discretionary year-end bonus.
In all respects, candidates need to reflect the following SFM core values:
Smart risk-taking // Owner’s Mindset // Teamwork // Humility // Integrity
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At Soros Fund Management, we are committed to providing equal opportunity in employment and are diametrically opposed to all forms of unlawful discrimination in any jurisdiction in which we operate. Our goal is to take every possible step to ensure that individuals are treated equally and fairly and that decisions on recruitment are based solely on objective and job related criteria. This questionnaire is intended to help us monitor the effectiveness of our commitment to equal opportunity and identify barriers to workplace diversity at SFM. The information you provide will be used only for monitoring purposes, will not be otherwise disclosed to the business unit with which you are seeking employment and will not be taken into account in any hiring decision.
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Family Office CFO New York employer: Soros Fund Management LLC
Contact Detail:
Soros Fund Management LLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Family Office CFO New York
✨Tip Number 1
Network with professionals in the family office and private investment sectors. Attend industry events, webinars, or local meetups to connect with individuals who may have insights or connections to Soros Fund Management.
✨Tip Number 2
Familiarise yourself with the specific financial strategies and governance frameworks used by family offices. Understanding these concepts will help you demonstrate your strategic mindset during interviews.
✨Tip Number 3
Research Soros Fund Management's recent investments and philanthropic initiatives. Being knowledgeable about their operations and values will allow you to align your responses with their mission during discussions.
✨Tip Number 4
Prepare to discuss your experience in managing high-net-worth clients and your approach to financial oversight. Highlighting your past successes in similar roles will showcase your capability for this position.
We think you need these skills to ace Family Office CFO New York
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in family office management, financial oversight, and strategic leadership. Use specific examples that demonstrate your ability to manage complex financial structures and your experience with high-net-worth individuals.
Craft a Compelling Cover Letter: In your cover letter, express your understanding of Soros Fund Management's mission and values. Highlight how your background aligns with their focus on ethical integrity and operational excellence, and mention your strategic mindset and experience in building governance frameworks.
Showcase Leadership Skills: Emphasise your leadership experience in your application. Discuss how you have successfully recruited, developed, and retained high-calibre teams in previous roles, as well as your approach to mentoring and educating others in financial literacy.
Demonstrate Cultural Fit: Reflect on the core values of SFM in your application. Illustrate how you embody smart risk-taking, teamwork, humility, and integrity through specific examples from your career, showing that you are not only qualified but also a great fit for their culture.
How to prepare for a job interview at Soros Fund Management LLC
✨Understand the Family Office Landscape
Familiarise yourself with the unique dynamics of family offices, especially in relation to high-net-worth individuals. Be prepared to discuss how your experience aligns with the specific needs and challenges faced by family offices, particularly in financial oversight and governance.
✨Demonstrate Strategic Thinking
Showcase your ability to design and implement robust financial frameworks. Prepare examples of how you've previously established best practices or policies that enhanced operational integrity and safeguarded assets, as this role requires a strategic mindset.
✨Highlight Your Leadership Skills
As a CFO, you'll need to lead and develop a team. Be ready to discuss your leadership style, how you mentor others, and any successful teams you've built in the past. This will demonstrate your capability to recruit and retain high-calibre professionals.
✨Prepare for Ethical and Compliance Questions
Given the emphasis on ethical integrity and compliance in the job description, be prepared to discuss your approach to ensuring regulatory compliance and ethical standards in financial activities. Share specific instances where you've navigated complex compliance issues.