Job Description

Job Description

• Education required
• Investment Management
  ● Lead investment identification, due diligence, and execution across equities, fixed
• income, alternatives, real estate, venture capital, and private equity.
  ● Oversee the monitoring and reporting of performance on all investment holdings.
  ● Build and maintain relationships with external fund managers, bankers, and brokers.
  Accounting & Controls
  ● Manage all accounting functions, ensuring accurate books and records.
  ● Develop and enforce internal controls to protect assets and streamline cash flows.
  ● Oversee timely completion of financial statements, tax documents, and regulatory
• filings.
  Budgeting & Expense Management
  ● Establish and maintain annual budgets, forecasting, and cost optimization strategies.● Create transparency and accountability across all cost centers, including vendor
• agreements and payroll.
  Vendor & Partner Relations
  ● Negotiate, monitor, and review contracts with key vendors and partners.
  ● Serve as the primary interface for external service providers, including legal counsel,
• auditors, and public relations firms.
  
  Organizational Leadership
  ● Recruit, mentor, and lead a small, high-performing team of finance and operations
• professionals.
  ● Collaborate with stakeholders to develop and implement strategic growth initiatives.
  ● Maintain a culture of meticulous attention to detail, high ethical standards, and
• impeccable client service.
  Migration & In-House Integration
  ● Lead the transition of all financial operations currently managed by a multi-family
• office.
  ● Establish and implement new systems, workflows, and best practices within the family
• office. 

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