Education required
Investment Management

Lead investment identification, due diligence, and execution across equities, fixed
income, alternatives, real estate, venture capital, and private equity.
Oversee the monitoring and reporting of performance on all investment holdings.
Build and maintain relationships with external fund managers, bankers, and brokers.

Accounting & Controls

Manage all accounting functions, ensuring accurate books and records.
Develop and enforce internal controls to protect assets and streamline cash flows.
Oversee timely completion of financial statements, tax documents, and regulatory
filings.

Budgeting & Expense Management

Establish and maintain annual budgets, forecasting, and cost optimization strategies. Create transparency and accountability across all cost centers, including vendor
agreements and payroll.

Vendor & Partner Relations

Negotiate, monitor, and review contracts with key vendors and partners.
Serve as the primary interface for external service providers, including legal counsel,
auditors, and public relations firms.

Organizational Leadership

Recruit, mentor, and lead a small, high-performing team of finance and operations
professionals.
Collaborate with stakeholders to develop and implement strategic growth initiatives.
Maintain a culture of meticulous attention to detail, high ethical standards, and
impeccable client service.

Migration & In-House Integration

Lead the transition of all financial operations currently managed by a multi-family
office.
Establish and implement new systems, workflows, and best practices within the family
office.

Palo Alto Staffing

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