This Family Office Investment Director, together with the rest of the investment team, will drive the investment diligence process across Venture Capital Funds, Private Equity Funds, Private Debt Funds, Real Estate Funds as well as direct investments. The ideal candidate is a self-starter, problem solver, and team player with experience in public markets, alternative markets and tax planning. New York area location required.
What You’ll Do
- Be one of the main points of contact between family principals and all internal functions; white gloves, high-touch, 7-star experience all the way.
- Prepare for and conduct bi-weekly internal investment meetings and weekly IC meetings.
- Make tailored investment recommendations across different assets and drive investment diligence.
- Make tailored cash management plans in collaboration with the investment team.
- Assist with the Ops team.
- Tracking investments in collaboration with the investment team.
- Drive forward other one-off investment-related projects from each family.
Who you are
- A self starter and motivated to learn.
- A problem solver and someone who’s not afraid to get their hands dirty.
- A swiss army knife who can handle a multitude of different responsibilities.
- You are organized.
- You have experience managing timelines and are able to organize information into plans.
- You have a creative mindset and can generate innovative ideas for events and marketing campaigns, always staying ahead of industry trends.
- You are a proactive problem solver, capable of identifying potential issues and providing timely solutions.
- You are a team player with excellent interpersonal skills, collaborating effectively with cross-functional teams and building strong relationships.
- You are highly organized, capable of managing multiple priorities and deadlines while maintaining a high level of quality and professionalism.
- You are tech-savvy and comfortable working with various software and tools related to marketing, event planning, content creation, and data management.
- A person who gets things done, finds a way around walls and pursues excellence.
Required Skills
- High EQ.
- Extensive understanding of financial markets, investments and financial planning (estate and taxes.
- Prior experience in trading, investment banking or investing at a top-tier investment bank, hedge fund or private equity shop.
Preferred Skills
- CFA, CAIA, MBA or equivalent qualifications.
- Prior operating or management experience.
