Family Offices Services 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

• Discretionary Portfolio Management • Manage assigned capital sleeves across client portfolios on a fully discretionary basis, spanning liquid equities, fixed income, and select alternatives • 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 — no undocumented trades • Coordinate with client tax advisors on tax-lot management, wash sale rules, and the interaction between active trading and the client's broader tax posture • Investment Oversight & Multi-Manager Coordination • 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), with plain-English summaries written for principals, not advisors • 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 entire portfolio — including positions you hold directly • Portfolio Analytics & Risk • Decompose each manager's results by asset class, sector, and factor exposure (value, growth, size, momentum); apply the same attribution framework to your own directly managed sleeves • Develop and maintain liquidity waterfall models under defined stress scenarios, incorporating LP lockups, directly held positions, real estate assumptions, and credit line availability • Monitor concentration risk in real time across all sleeves — both managed externally and managed directly — and escalate when aggregate exposures exceed agreed thresholds • Partner with the FSM operations team on cross-entity insurance and risk audits, contributing investment-side risk context • Investment Policy & Client Governance • Draft and maintain a written Investment Policy Statement (IPS) for each client, covering return objectives, risk tolerance, liquidity requirements, constraints, and benchmark selection • Lead quarterly investment review meetings with family principals; present performance of directly managed sleeves alongside outside manager scorecards in a unified format • Participate in asset allocation reviews with the client's strategic advisor; provide quantitative support for allocation shift recommendations • Translate institutional-grade analytics into direct, no-jargon deliverables that respect client sophistication without burying them in unnecessary complexity • Advisor Coordination & Governance • Serve as FSM's primary point of contact for each client's wealth management roster, operating as an objective oversight layer above individual outside managers • Facilitate quarterly advisor review sessions; provide written scorecard summaries to the client principal in advance of each meeting • Coordinate on capital call timing, distribution reinvestment, and cash management across all sleeves

🎯 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 — not just analyzing or recommending • 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 — your investment memos and scorecards will go directly to principals.

🏖️ Benefits

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