Trust Finance & Analytics Manager
Dalio Family Office
Dalio Family Office Overview:
The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.
Position Summary:
We are seeking a strategic and detail-oriented Trust Finance & Analytics Manager with strong communication skills (great listener, synthesizer and speaker) to manage financial activities related to Trusts and their beneficiaries. This role will serve as a critical liaison between the Trust Administration team and the Corporate Accounting team, ensuring accurate financial reporting, effective budget management, and strong governance over beneficiary-related financial activities.
Day-to-day responsibilities would include a combination of the following:
- Beneficiary Financial Management:
- Design and implement governance structures for beneficiary spending (e.g., approval pathing, reporting and approvals in Concur system).
- Monitor and report on beneficiary financial activities, including whether or not in alignment with trust objectives and legal requirements.
- Provide financial guidance and support to the Trust Administration team.
- Budgeting & Forecasting:
- Lead the budgeting process for trust initiatives and department operations.
- Maintain cash flow forecasts to ensure liquidity and financial sustainability of trust operations.
- Coordinate with finance, tax and trust administration teams to communicate in consistent manner to trust Initiative teams about their budgets and spend.
- Reporting & Analysis:
- Prepare and present regular financial reports to internal stakeholders, including the CFO and Trustees, e.g., reporting compliance with trust provisions requiring certain financial metrics.
- Ensure timely and accurate reporting to beneficiaries and other relevant parties.
- Cross-Functional Collaboration:
- Collaborate with legal, compliance, and investment teams to ensure holistic trust management.
- Ensure records of decisions include descriptions and coding that align correctly with Finance and Tax codes.
- Process Improvement & Compliance:
- Identify and implement enhancements to financial processes and systems.
- Ensure adherence to internal policies and gather best practices from peer organizations.
- Lead board reporting and presentation efforts.
- Support finance transformation and machine optimization initiatives.
The ideal candidate will possess the following knowledge, skills, attributes, and values:
- Experience with financial systems such as Intacct, Concur, or similar ERP platforms.
- Familiarity with trust administration and beneficiary financial oversight.
- Prior role requiring high integrity and discretion in handling confidential information.
- Outstanding interpersonal skills that build relationships at all levels across an organization with the ability to influence, collaborate and build consensus.
- Strong focus and attention to detail; ability to hold colleagues accountable.
- Hands on profile; team player with a proactive mindset to anticipate challenges and design solutions.
Illustrative Benefits:
- 100% company paid medical premiums
- 17 company paid holidays
- Friday summer hours
- Monthly community happy hours
- Hybrid work environment
- Free catered food services for in-office days
- Generous PTO offering
- Casual dress code
- 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
- Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!
Qualifications:
- Bachelor’s degree in Finance, Accounting, or related field.
- 5+ years of progressive experience in financial management.
- Strong analytical, organizational, and communication skills.
- Proven ability to manage cross-functional content or complex financial structures.
- Proficiency in financial software and reporting tools with experience creating bespoke reports (e.g., Excel, Power BI).
Compensation:
Compensation for the role includes a competitive salary in the range from $150,000 -$175,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.
Please note we are unable to provide immigration sponsorship for this position.
At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.
