Senior Associate of Corporate Strategy and Investments - Remote (Family Office)
We are working with a global company with a rich history of managing the financial affairs and investments as the company transitions its leadership to the next family generation. We are dedicated to preserving and growing the family's wealth while strategically planning for the future. Our team of experts is committed to achieving long-term financial success and fulfilling the family's legacy.
Position Overview: We are seeking a Director of Corporate Strategy and Investments to join our team and play a pivotal role in shaping the future direction of the family's investments and corporate development activities. This role offers a unique opportunity to work closely with the family leadership team to provide guidance and leadership to the family office, ensuring the continued success of their legacy.
Key Responsibilities
- Corporate Strategy: Collaborate with the family leadership and executive team to develop and refine the long-term corporate strategy for the family office.
- Investment Management: Oversee the management of the family's investment portfolio, including both traditional and alternative assets, with a focus on diversification, risk management, and achieving financial objectives.
- Due Diligence: Conduct thorough due diligence on potential investment opportunities, analyzing financial statements, market trends, and risk factors to inform investment decisions.
- Portfolio Optimization: Continuously monitor and assess the performance of existing investments, making recommendations for portfolio adjustments as needed to optimize returns.
- Corporate Development: Identify and evaluate strategic business opportunities, partnerships, and acquisitions that align with the family's objectives and growth plans.
- Risk Management: Implement risk mitigation strategies to protect the family's wealth and investments, including the development of contingency plans.
- Reporting and Communication: Prepare regular reports and presentations for the family leadership team, providing updates on investment performance, market trends, and strategic initiatives.
- Stakeholder Engagement: Foster strong relationships with external partners, advisors, and industry experts to stay informed about market developments and potential investment opportunities.
- Financial Planning: Work closely with the family's financial advisors to align investment strategies with the family's broader financial goals and estate planning.
- Team Leadership: Manage a team of professionals responsible for various aspects of investment management and corporate development.
Qualifications
- Bachelor's degree in finance, business, or a related field (MBA or CFA preferred).
- Proven experience in Investment Banking or Private Equity PLUS corporate strategy, investments, and portfolio management OR another Family Office.
- Strong financial analysis and modeling skills.
- Excellent communication and presentation abilities.
- Strategic thinker with a keen eye for identifying opportunities and managing risks.
- Experience in family office settings or closely held businesses is a plus.
- Ability to work collaboratively and confidentially with high-net-worth individuals and family leadership.
SE# 510614915
Apply Job!