Manager - Family Office Public Equity and Debt Portfolio

Main Objective

Lead activities related to the allocation and investment in liquid public securities, bonds, EFTs, derivatives, and mutual funds. Monitor and report on overall investment performance. Maximize risk-adjusted financial return for liquid securities portfolio.

Essential Duties and Responsibilities

• Performs all aspects of day-to-day management and oversight of public investment portfolios including portfolio construction, optimization, and investment selection within alignment to overall strategic asset allocation.
• Develop, recommend, and direct the execution of investment programs designed to achieve investment objectives.
• Review and analyze investment portfolios to develop the appropriate asset allocation and select underlying investment strategies.
• Maintain a current awareness of new investment strategies and instruments through regular contact with investment banks, industry professionals, family offices, and through personal research.
• Partners with others within family office on investment strategy, strategic allocation, investment selection, due diligence, monitoring, and reporting.
• Performs financial modeling, valuation analysis and synergy evaluation on potential and existing investment opportunities.
• Creates and implements due diligence processes and documentation standards related to direct investment activities. Ensures such standards are met and maintained throughout the investment cycle.
• Performs continuous review of all public investments, including benchmark analysis, industry review, valuation assessments, and performance to budget.
• Participates in the development of portfolio asset allocation models at top and subordinate levels of the organizational chart.
• Works directly with in-house tax professionals to ensure tax efficient trading of public securities.
• Performs market research on areas where public investments are made or are being considered.
• Performs benchmark analysis on current and potential holdings.
• Assess market performance, trends, regulatory changes, M&A, etc. and reports on findings.
• Manage and mentor investment analysts by assigning projects and tasks, setting realistic deadlines and monitoring performance.
• Participates in investment review calls with investment bankers, outside consultants, attorneys, tax advisors, and other family office employees.

Education and Experience

• Bachelor's degree required in Finance, Economics, Accounting, or related field required
• CFA, or CFP designation preferred
• 10 years of Institutional or Ultra High End Individual Public Investment experience with AUM of $100MM or more required.
• Minimum of five years in a leadership role including employee management.