Family Offices Services Manager

🕒 vor 29 Tagen

🦀 Maryland – Remote

🦀 Maryland – Remote

⏰ Vollzeit

🟠 Senior

🔴 Experte

👔 Manager

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FinStrat Management, Inc.

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11 - 50 Mitarbeiter

💸 Finanzen

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

FinStrat Management, Inc. ist ein Finanzdienstleistungsunternehmen, das sich auf die Bereitstellung von Lösungen in den Bereichen Buchhaltung, Finanzen und Berichterstattung für SaaS-, KI-gesteuerte und risikofinanzierte Unternehmen spezialisiert hat. Das Unternehmen bietet eine Reihe von Dienstleistungen an, darunter Interim-CFO, Controller und Buchhaltung sowie VC-Fondsbuchhaltung und -verwaltung. Zusätzlich bieten sie Überwachungsdienste für Portfoliounternehmen und eine Nachverfolgung und Berichterstattung privater Vermögenswerte, maßgeschneidert für vermögende Privatpersonen, Family Offices und VCs. FinStrat nutzt KI-Tools, um Finanzoperationen zu optimieren und GAAP-konforme Finanzanalysen über webbasierte Dashboards bereitzustellen.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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