Overview & Responsibilities:
The Family Office Director of Finance Operations is responsible for helping to prepare, analyze and track investment reporting of the family office as directed by the CFO, which this position reports directly to. This position performs a variety of direct investment management/tracking, project management, debt covenant and treasury duties in a fast-paced environment where flexibility, adaptability, and attention to detail are required.

This includes, but is not limited to the following:

• Maintaining various debt and investment files and ensuring coordination of documents with third parties as necessary
• Special projects – including but not limited to business development and review of potential direct investment opportunities
• Create and monitor investment reporting, including expected ROI, private equity strategy etc.
• Debt Covenant tracking and preparation
• Treasury management functions for the family office, including new account set-up and debt renewal process
• Review and prepare new account documents, such as subscription agreements or new SPV entities as necessary
• Handle investment requests, capital calls, distributions, subscriptions, and redemptions
• Document and maintain controls over cash and investment accounts
• Assist in preparation of reports and materials for Quarterly and Annual Board Meetings

Company Overview:

We are a single family office with both significant operating businesses as well as an internally managed asset management division that report up through the family office Chief Financial Officer (“CFO”). This family office combines asset management, cash management, risk management, financial planning, lifestyle management, administrative, accounting, estate planning, and tax services for each family member.

Benefits:

• Dental Insurance
• Health Insurance
• Paid Time Off
• Disability Insurance
• Retirement Plan with Matching
• Vision Insurance
• Wellness Benefits
• Life Insurance

Experience:

• 5 years minimum (Required)
• Experience with investment analysis
• Family Office experience a plus

Education:

• Applicants must possess a bachelor’s degree in either Accounting or Finance

Skills and Abilities:

• High level of oral and written communication.
• High level of interpersonal skills.
• High level of attention to detail.
• Ability to work in a collaborative environment.
• Analytical aptitude.
• Comprehensive knowledge of use of financial, worksheet and word-processing software, including Word and Excel.