Family Offices Services Manager

🕒 July 8

🦀 Maryland – Remote

🦀 Maryland – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

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FinStrat Management, Inc.

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

FinStrat Management, Inc. is a financial services company that specializes in providing accounting, finance, and reporting solutions for SaaS, AI-driven, and venture-backed companies. The firm offers a range of services including fractional CFO, controller, and bookkeeping, as well as VC fund accounting and administration. Additionally, they provide portfolio company monitoring and private asset tracking and reporting services tailored for high-net-worth individuals, family offices, and VCs. FinStrat leverages AI tools to enhance financial operations and deliver GAAP-compliant financial insights through web-based dashboards.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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