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Bloomberg Family Foundation Jobs (NOW HIRING)

Cresset Capital

ASSOCIATE, EQUITY RESEARCH

Denver, CO · On-site

$90K - $115K/yr

... and foundation consulting with Cresset's scale, comprehensive family office services, and broad ... Utilize investment tools including eVestment, Bloomberg, and MSCI ESG to conduct manager analysis ...

Cresset Capital

ASSOCIATE, EQUITY RESEARCH

Denver, CO · On-site

$90K - $115K/yr

... and foundation consulting with Cresset's scale, comprehensive family office services, and broad ... Utilize investment tools including eVestment, Bloomberg, and MSCI ESG to conduct manager analysis ...

Aegon

Private Credit Analyst

Philadelphia, PA

Job Family Investment Management About Us At Transamerica, hard work, innovative thinking, and ... Together with our nonprofit research institute and foundation, we tune in, step up, and are a force ...

Transamerica

Private Credit Analyst

Philadelphia, PA · On-site

Job Family Investment Management About Us At Transamerica, hard work, innovative thinking, and ... Together with our nonprofit research institute and foundation, we tune in, step up, and are a force ...

M&T Bank

Senior Research Analyst - Alternatives

Radnor, PA · On-site

$128K - $213K/yr

Proficient with common industry tools, including Bloomberg, FactSet and Morningstar Direct * Highly ... family office, foundation, endowment, consultant or other institutional asset management firm ...

Corient Services LLC

Tax Manager

Houston, TX · On-site

$75 - $100/hr

At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families enjoy a full ... Provide high‑quality individual, trust, estate, gift, foundation, and business tax compliance ...

New

NACBA

Senior Portfolio Manager

Houston, TX · On-site

$140 - $190/hr

TAVO Wealth serves multigenerational families, business owners, community leaders, and executives ... Solid foundation in finance, with knowledge of capital markets, asset classes, and portfolio ...

PowerLines

Director of Development

... Bloomberg, CBS News, NPR, Marketplace, Financial Times, TIME, Vox, The Daily Mail, and MIT ... Manage stewardship and renewal of existing foundation, family office, and individual donor support ...

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Bloomberg Family Foundation information

See salary details

$24.5K

$65.8K

$134.5K

How much do bloomberg family foundation jobs pay per year?

As of Aug 21, 2026, the average yearly pay for bloomberg family foundation in the United States is $65,802.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $75,000.00 per year, depending on experience, location, and employer.

What is the Bloomberg Family Foundation?

The Bloomberg Family Foundation, also known as Bloomberg Philanthropies, is a charitable organization founded by Michael R. Bloomberg. It focuses on areas such as public health, the environment, education, government innovation, and the arts. The foundation supports initiatives and projects worldwide, aiming to improve lives and create lasting change in communities. Bloomberg Philanthropies works with partners from various sectors to implement evidence-based solutions and measurable impact.

What types of roles and team structures are commonly found at the Bloomberg Family Foundation, and how do employees typically collaborate across departments?

At the Bloomberg Family Foundation, employees often work within multidisciplinary teams focused on areas such as philanthropy, program management, communications, and data analysis. Collaboration is highly encouraged, with frequent cross-departmental meetings and project-based teamwork to address complex social issues. Staff members typically interact with both internal colleagues and external partners, which fosters a dynamic and mission-driven work environment. This structure not only supports professional growth but also allows employees to contribute meaningfully to large-scale, impactful initiatives.

What are the key skills and qualifications needed to thrive at the Bloomberg Family Foundation, and why are they important?

To thrive at the Bloomberg Family Foundation, you typically need expertise in philanthropy, program management, data analysis, and a relevant academic background such as public policy or nonprofit management. Familiarity with grant management software, CRM systems, and analytical tools like Excel or Tableau is often expected. Strong interpersonal skills, strategic thinking, and a commitment to social impact help individuals stand out in this environment. These skills and qualities are crucial for effectively managing initiatives, fostering partnerships, and achieving the foundation’s mission-driven goals.

What is the difference between Bloomberg Family Foundation vs Bloomberg Philanthropist?

AspectBloomberg Family FoundationBloomberg Philanthropist
Primary RoleManaging charitable initiatives and grantsDonating personal wealth to causes
Work EnvironmentNonprofit organization, office-basedIndividual or family-led philanthropy
Required CredentialsBackground in nonprofit management, philanthropy experiencePersonal wealth, philanthropic interest
Industry UsageFoundation operations, grantmakingPersonal giving, charitable donations

The Bloomberg Family Foundation focuses on managing charitable programs and grantmaking, often employing professionals with nonprofit management experience. In contrast, a Bloomberg Philanthropist is an individual or family member donating personal wealth to causes. While both are involved in philanthropy, the foundation operates as an organization with structured programs, whereas the philanthropist role is more personal and informal.

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What job categories do people searching Bloomberg Family Foundation jobs look for?

The top searched job categories for Bloomberg Family Foundation jobs are:

Bloomberg Family Foundation jobs near you
Infographic showing various Bloomberg Family Foundation job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 77% Full Time, 18% Part Time, and 3% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $65,802 per year, or $31.6 per hour.

Service Financial Advisor

Foundation Risk Partners

Winter Park, FL • On-site

Full-time

Re-posted 26 days ago

Foundation Risk Partners rating

8.5

Company rating: 8.5 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

107th of 311 rated insurance

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Service Financial Advisor to their Independent Registered Investment Team at Advus Financial Partners in their Winter Park, FL office.

Job Summary:

Advus Financial Partners is seeking a motivated, detail-oriented Service Financial Advisor with a strong foundation in financial services and a passion for delivering high-quality financial and investment advice.This role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementation-but prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.

Essential Functions:

  • Client Relationship Management:
    • Build and maintain strong, long-term client relationships through proactive communication and service. Lead client meetings and reviews, including financial plan updates and investment consultations.
  • Financial Planning & Advisory:
    • Develop, analyze, and implement customized financial plans aligned with client goals and objectives.
  • Advisor Support:
    • Partner with lead advisors to prepare and refine comprehensive financial plans for high-net-worth individuals and families.
  • Execution & Operations:
    • Coordinate with internal teams (operations, portfolio management, etc.) to ensure accurate, timely implementation of financial strategies.
  • Collaboration:
    • Work cross-functionally with advisors, compliance, and operations teams to deliver seamless client service and consistent execution.

Minimum Qualifications:

  • Strong understanding of investment products and financial planning principles.
  • Proven ability to independently manage client relationships.
  • Experience working within a Registered Investment Advisor (RIA) environment
  • Proficiency in Microsoft Excel and other Microsoft Office applications.
  • Excellent analytical, organizational, and communication skills.
  • High attention to detail with the ability to manage multiple priorities in a fast-paced environment.

Education & Experience:

  • Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • 5-7+ years of experience in financial services, preferably in wealth management or investment advisory.
  • CFP designation (obtained or in progress), preferred.
  • Experience with financial planning and portfolio platforms (e.g., MoneyGuidePro, Black Diamond, Morningstar, Bloomberg), preferred.

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