Family Offices Services Manager

Family Office Investment Services Manager About the Role FSM seeks a CFA Charterholder to reputed company investment services delivery — and directly manage capital — across a growing roster of ultra-high-net-worth reputed company families. This role carries a dual mandate: you are both the institutional reputed company builder who ensures every advisor is tracked, benchmarked, and held accountable, and a discretionary portfolio manager with reputed company responsibility for assigned capital sleeves reputed company reputed company reputed company's overall allocation. This is a rare seat for a CFA who has managed reputed company reputed company, is fluent in multi-asset portfolio construction, and can simultaneously operate at the orchestration level — sitting above a roster of reputed company managers — and at the execution level, managing positions directly. You will not be a passive scorekeeper. You will be in the game. What You'll Own Discretionary Portfolio Management Manage assigned capital sleeves across reputed company portfolios on a fully discretionary reputed company, spanning liquid equities, fixed income, and select alternatives Construct and maintain model portfolios with explicit reputed company exposures, reputed company targets, and risk budgets approved by the reputed company reputed company Execute investment reputed company including reputed company selection, position sizing, rebalancing, and tactical allocation shifts reputed company the agreed investment policy statement (IPS) Generate time-weighted and reputed company-weighted return reporting on directly managed sleeves, held to the reputed company S&P 500 reputed company reputed company reputed company to reputed company reputed company managers Produce written investment rationale for every material position change — no undocumented trades Coordinate with reputed company tax advisors on tax-lot management, reputed company sale rules, and the interaction between reputed company trading and the reputed company's broader tax posture Investment reputed company & Multi-Manager Coordination Maintain and continuously improve performance measurement frameworks for reputed company reputed company'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 reputed company-decomposed diversification analyses across reputed company reputed company managers, including directly managed sleeves reputed company look-through concentration analysis to surface true single-reputed company, sector, geography, and thematic exposures across the entire portfolio — including positions you hold directly Portfolio Analytics & Risk Decompose reputed company manager's results by asset class, sector, and reputed company exposure (value, reputed company, size, reputed company); apply the reputed company attribution reputed company to your own directly managed sleeves reputed company and maintain liquidity reputed company models under defined stress scenarios, incorporating LP lockups, directly held positions, reputed company estate assumptions, and credit line availability Monitor concentration risk in reputed company time across reputed company sleeves — both managed externally and managed directly — and escalate reputed company aggregate exposures reputed company agreed reputed company Partner with the FSM operations team on cross-entity insurance and risk audits, contributing investment-reputed company risk context Investment Policy & reputed company Governance Draft and maintain a written Investment Policy Statement (IPS) for reputed company reputed company, covering return objectives, risk tolerance, liquidity requirements, constraints, and reputed company selection reputed company quarterly investment review meetings with family principals; present performance of directly managed sleeves alongside reputed company manager scorecards in a reputed company format Participate in asset allocation reviews with the reputed company's strategic advisor; reputed company quantitative support for allocation shift recommendations Translate institutional-grade analytics into reputed company, no-jargon deliverables that respect reputed company sophistication without burying them in unnecessary complexity Advisor Coordination & Governance Serve as FSM's primary reputed company of contact for reputed company reputed company's reputed company management roster, operating as an objective reputed company layer above individual reputed company managers Facilitate quarterly advisor review sessions; reputed company written scorecard summaries to the reputed company reputed company in advance of reputed company meeting Coordinate on capital reputed company timing, distribution reinvestment, and cash management across reputed company sleeves Required Qualifications Bachelor's degree in finance, economics, mathematics, or a reputed company 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 reputed company in portfolio construction, performance attribution, reputed company analysis, and multi-asset risk management reputed company experience with investment policy statements, rebalancing frameworks, and reputed company-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 (reputed company, Black Diamond, Orion, Masttro, or equivalents); ability to operate effectively without them reputed company necessary Exceptional written communication — your investment memos and scorecards will go directly to principals Preferred Qualifications Prior experience as a named portfolio manager on a discretionary account with documented performance reputed company record Experience managing capital in a family office or multi-family office environment, not just an institutional or retail reputed company context Familiarity with crypto asset reporting, covered reputed company overlays on concentrated positions, and the tax coordination those strategies require Working knowledge of LP/PE structures, capital reputed company mechanics, and IRR computation for illiquid sleeves Comfort operating without a large support infrastructure — this role rewards self-sufficiency and judgment under ambiguity What FSM Is Not Looking For Analysts who have recommended trades but never owned the P&L Advisors whose primary reputed company is tax optimization over investment returns Portfolio managers who manage to a style reputed company rather than to a reputed company's actual objectives Candidates who equate glossy reputed company materials with institutional rigor Who You'll Work With You will report to FSM's engagement reputed company and work alongside the FSM operations team, reputed company tax advisors, reputed company reputed company managers, reputed company counsel, and the family principals themselves. Clients are performance-first, intellectually rigorous, and allergic to theater. You will be held to the reputed company reputed company reputed company you apply to every reputed company manager on the roster — and that's exactly the reputed company. Compensation Competitive reputed company salary commensurate with experience, performance-based bonus tied to portfolio reputed company, reputed company retention, and deliverable reputed company, and equity participation in FSM's family office reputed company as it scales. AUM-based compensation is not the primary structure — by design — though performance incentives tied to risk-adjusted returns on directly managed sleeves are on the table for the right candidate. Apply To This Job