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Job Description

Initiates and coordinates the primary investing decisions in fulfilling the family investment objectives under the direction of the family leaders.

Maintains and expands the family’s wealth

Assists the family by fulfilling investment objectives as laid out by the family

Coordinates efforts with other in-house and out-sourced financial professionals to minimize risk and maximize returns

Creates, implements and coordinates a comprehensive family financial strategy, including a accompanying Investment Policy Statement (IPS)

Coordinates and manages investment research team and internal experts in each asset class

Sources reputable investigative firms to perform comprehensive background checks on potential partners

Structuring and negotiation of investment terms, due diligence on target companies, market and competitor research, and execution of transactions

Job Details

Functional Area:
Total Positions:
1 Post
Job Shift:
First Shift (Day)
Job Type:
Full Time/Permanent
Job Location:
No Preference
Minimum Education:
Degree Title:
Career Level:
Experienced Professional
Minimum Experience:
5 Years
Apply Before:
Feb 24, 2018
Posting Date:
Jan 24, 2018
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