The client is seeking an experienced candidate for the role of Family Office Operations and Investment Manager.
This position involves taking charge of a newly established family office and working primarily in a remote capacity.
The ideal candidate will possess a keen investment mind to manage both the operational and investment aspects of the office.
The role requires a combination of investment support and operational oversight to ensure smooth functioning.
Key responsibilities include evaluating both current and potential investments and strategies, and synthesizing this information to make informed recommendations.
The candidate must have a strong understanding of tax implications, liquidity needs, and prevailing market conditions.
Analysis and forecasting play a vital role, requiring the candidate to model various scenarios and options.
A crucial part of the job involves producing clear, concise reports for the client and coordinating with multiple stakeholders to advance projects and initiatives successfully.
The role demands exceptional research, analytical, and communication skills, with a comprehensive approach that considers time horizons from the short-term to multi-generational and covers various asset classes.
While prior experience in a family office is an advantage, it is not mandatory.
What's essential is the ability to align operations with the client's specific goals and operate effectively in this unique environment.