A highly reputable multi-family office we are partnering with is looking to add headcount to their team. This is a tremendous growth opportunity and a chance to work directly with the CIO. They have several offices across the US including NY, LA, West Palm Beach and more. This individual will be based out of their office in Palm Beach and will have the chance to work closely with some of the wealthiest, UHNW private clients across the industry. See below for further color regarding the opportunity itself:
Requirements:
Bachelor's Degree
3+ years of experience in Investment Management & Private Wealth Management
Experience in underwriting and evaluating private investments
Highly meticulous, detail-oriented, and client-facing individual
Ability to work efficiently and independently
Responsibilities:
Conduct diligence on both existing and new private investments opportunities
Successfully assist on implementing new research strategies
Ability to support data requests whether it from an internal or external partner
Maintain invested related marketing and specific presentation materials
Performing and executing institutional client private market portfolio reviews as it pertains to the clients needs
This person will:
Play an integral part in the continued growth and success of the family office
Come with prior and extensive in-depth knowledge of the family office and PWM industry
Have the desire to want to grow into a leadership role down the road
If this is of interest to you, feel free to apply in!
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