Chief Financial & Investment Officer
Rapidly growing Single Family Office is seeking a strategic Chief Financial & Investment Officer to serve as a trusted advisor to the Principal. This executive will oversee financial strategy, investment analysis, portfolio reporting, and capital allocation across a diversified portfolio that includes public and private investments, real estate, and operating businesses. This is a highly visible role for a finance executive who enjoys combining investment analysis with strategic financial leadership in an entrepreneurial environment.
Responsibilities:
- Evaluate investment opportunities across multiple asset classes.
- Provide strategic recommendations on capital allocation, portfolio construction, and risk management.
- Prepare consolidated financial reporting, performance analysis, and net worth reporting.
- Analyze the financial performance of operating companies and real estate investments.
- Partner with external tax, legal, and investment advisors.
- Develop financial models and support strategic investment decisions.
- Enhance financial reporting, controls, and governance processes.
- Maintain the highest level of confidentiality and professionalism.
Qualifications:
- 15+ years of experience in family office, private equity, investment management, corporate finance, or a related environment.
- Strong financial modeling, investment analysis, and strategic planning skills.
- Experience overseeing diversified investment portfolios.
- Ability to synthesize complex financial information into actionable recommendations.
- Exceptional communication skills and executive presence.
- CPA, CFA, MBA, or other advanced credentials are preferred.
