At DRW, we identify and capture trading and investment opportunities globally. What sets us apart is our diversified approach—trading across many asset classes and instruments, in markets around the world, with horizons from seconds to years. We succeed by leveraging technology, research and risk management.

We offer the best of both worlds: the opportunity and spirit of a startup and the benefits and stability of an established, experienced firm. Our employees work hard to solve interesting problems, and their results are rewarded. We value continuous learning—from our outcomes, from the environment and from each other. It’s a place of high expectations, deep curiosity, and constant collaboration, with some of the smartest, most passionate people you’ll meet.

As a Business Manager, you’ll be responsible for establishing and administering a family office program and you’ll take on a wide variety of duties, including financial management and record keeping, financial statement preparation, investment reporting and compliance, tax and estate planning support, cash management, and oversight of bank activities. This person will be expected to build trusted relationships with a small number of partners and external advisors and will need excellent interpersonal and communication skills. The role also requires a high level of discretion and professionalism as it will have broad access to a variety of personal financial information and confidential matters.

This is the perfect opportunity for someone who thrives in a role with lots of variety and new projects to jump into every week. If you get energy from tackling new challenges and subject matter, keeping things highly organized, and digging into the details of financial and legal matters, this position could be tailor-made for you. 

What you’ll do in this role:

• Manage and oversee all personal financial administrative processes including:
  
  • invoice payment and tracking
  • bookkeeping, budgeting and cash management activities
  • ensuring compliance for various investment activities
  • debt management and structuring
  • ensuring the legal structure of various holdings is followed
• Manage and optimize administrative issues and processes
• Review expenditures and ensure that adequate financial controls are followed
• Track and report on personal investments ranging from equities to real estate to complex alternative investments
• Assist in establishing family investment and financial management policies and procedures
• Develop financial models and reports to provide insights, including:
  
  • Balance sheets
  • Cash projections
  • Liquidity analyses
  • Investment allocation summaries
• Coordinate activities directly with individual partners and their attorneys, accountants, and financial advisors to ensure efficient flow of accurate information

You’ll be right at home if you have:

• Substantial financial management and record keeping experience across a wide variety of accounts and expenditures
• Previous experience monitoring a variety of investment vehicles and producing regular investment performance reporting
• Experience producing and interpreting financial statements
• Previous cash management experience involving multiple accounts; experience actively monitoring accounts and optimizing liquidity across accounts
• Experience managing a variety of banking activities for multiple accounts
• Previous exposure supporting tax planning and/or estate planning activities and liaising with tax professionals
• Experience working with QuickBooks or similar accounting software
• Proficiency with MS Excel
• Excellent written and verbal communication and interpersonal skills
• Strong organizational skills and attention to detail
• Strong financial literacy and a genuine interest in financial matters
• Background in accounting and/or financial analysis