Family Offices Services Manager

🕒 Julho 8

🦀 Maryland – Remoto

🦀 Maryland – Remote

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

👔 Gerente

👻 Score fantasma 30%

O que significa: quão provável esta vaga está aberta sem contratação ativa.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

FinStrat Management, Inc.

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💸 Finanças

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

A FinStrat Management, Inc. é uma empresa de serviços financeiros especializada em prover soluções de contabilidade, finanças e relatórios para empresas de SaaS, impulsionadas por IA, e apoiadas por capital de risco. A empresa oferece uma gama de serviços, incluindo CFO fracionário, controlador e contabilidade, bem como contabilidade e administração de fundos de capital de risco. Além disso, fornecem monitoramento de empresas do portfólio e serviços de rastreamento e relatórios de ativos privados adaptados para indivíduos de alto patrimônio líquido, escritórios familiares e VCs. A FinStrat aproveita as ferramentas de IA para aprimorar as operações financeiras e fornecer insights financeiros em conformidade com GAAP através de painéis baseados na web.

Descrição

• Manage assigned capital sleeves across client portfolios on a fully discretionary basis • Construct and maintain model portfolios with explicit factor exposures, benchmark targets, and risk budgets approved by the client principal • Execute investment decisions including security selection, position sizing, rebalancing, and tactical allocation shifts within the agreed investment policy statement (IPS) • Generate time-weighted and money-weighted return reporting on directly managed sleeves, held to the same S&P 500 benchmark standard applied to all outside managers • Produce written investment rationale for every material position change • Maintain and continuously improve performance measurement frameworks for each client's full advisor roster, benchmarked against the S&P 500 and appropriate secondary indices • Produce quarterly manager scorecards covering rolling 1-, 3-, and 5-year returns (gross and net of fees) • Build and maintain pairwise correlation matrices and factor-decomposed diversification analyses across all active managers, including directly managed sleeves • Perform look-through concentration analysis to surface true single-name, sector, geography, and thematic exposures across the portfolio • Decompose each manager's results by asset class, sector, and factor exposure • Develop and maintain liquidity waterfall models under defined stress scenarios • Monitor concentration risk in real time across all sleeves • Draft and maintain a written Investment Policy Statement (IPS) for each client • Lead quarterly investment review meetings with family principals • Serve as FSM's primary point of contact for each client's wealth management roster

🎯 Requisitos

• Bachelor's degree in finance, economics, mathematics, or a related quantitative field • CFA Charterholder in good standing • Series 65 (or Series 66) license, or willingness to obtain prior to assuming discretionary management responsibilities; RIA registration experience preferred • 7+ years of experience in investment management, with demonstrated responsibility for managing discretionary capital • Deep fluency in portfolio construction, performance attribution, factor analysis, and multi-asset risk management • Direct experience with investment policy statements, rebalancing frameworks, and client-level reporting for discretionary accounts • Demonstrated experience working in or alongside multi-entity family office structures (trusts, LLCs, LP structures, multi-state tax exposure) • Proficiency with portfolio management and analytics tools (Addepar, Black Diamond, Orion, Masttro, or equivalents); ability to operate effectively without them when necessary • Exceptional written communication skills

🏖️ Benefícios

• Competitive base salary commensurate with experience • Performance-based bonus tied to portfolio outcomes • Client retention incentives • Deliverable quality incentives • Equity participation in FSM's family office practice as it scales