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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

$80K - $100K/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 ...

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 ...

Aegon

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 ...

Focus Financial Partners

Research Analyst

Chicago, IL · Hybrid

$100K - $150K/yr

... foundation, OCIO, RIA/Family Office or as a principal investor), with a focus on active manager due ... Proficiency in Microsoft Office and financial databases (e.g., Bloomberg, Morningstar, Bipsync ...

Focus Partners Wealth

Research Analyst

Chicago, IL · Hybrid

$100K - $150K/yr

... foundation, OCIO, RIA/Family Office or as a principal investor), with a focus on active manager due ... Proficiency in Microsoft Office and financial databases (e.g., Bloomberg, Morningstar, Bipsync ...

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Bloomberg Family Foundation information

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$24.5K

$65.8K

$134.5K

How much do bloomberg family foundation jobs pay per year?

As of Jul 4, 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 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.

Who is the CEO of the Bloomberg Foundation?

The Bloomberg Family Foundation is led by a board of directors rather than a CEO. As of now, the foundation's leadership includes key executives and trustees, but it does not have a designated CEO position. Leadership roles may change, so checking the foundation's official website provides the most current information.

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.

Do philanthropists get paid?

Philanthropists, including those involved with organizations like the Bloomberg Family Foundation, typically do not receive salaries for their charitable work, as their contributions are considered donations. However, staff and employees working for the foundation may be paid salaries based on their roles and experience. Compensation for employees is usually determined by the organization's policies and industry standards.

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.

What does the Bloomberg family do?

The Bloomberg family is known for their philanthropy and business ventures, notably through the Bloomberg LP media company founded by Michael Bloomberg. They have also established the Bloomberg Family Foundation, which supports initiatives in education, public health, and environmental sustainability.

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 are the entry level jobs at Bloomberg?

Entry-level jobs at Bloomberg typically include roles such as analyst, associate, or intern positions. These roles often require strong analytical skills, proficiency with financial tools or software, and a bachelor's degree. Internships are also available for students seeking to gain industry experience and may lead to full-time opportunities.
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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 June 2026, with employment types broken down into 3% Locum Tenens, 3% Internship, 67% As Needed, 11% Full Time, 2% Temporary, and 14% Nights. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution, with an average salary of $65,802 per year, or $31.6 per hour.
Service Financial Advisor

Service Financial Advisor

Foundation Risk Partners

Winter Park, FL

Other

Posted 8 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

85th of 277 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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