Who We Are

Permanent Capital’s mission is to serve a community of extraordinary families to realize outsized returns on their financial assets, life enjoyment and legacy

Job Summary

The investment office associate is a support role on the member service team of the private investment office. Your responsibilities include preparing member reports, administering member data gathering and maintenance, scheduling member meetings, and responding to administrative member queries

Key Responsibilities

• Assist in managing relationships and ensuring timely responses to all member correspondence and inquiries.
• Building trusted, collaborative relationships with our custodian’s operations teams to properly and accurately execute cashiering, deposits, withdrawals, and other types of transactions
• Collaborate with other team members to gather and organize member information for reporting and analysis purposes
• Ma...