Description

Key Responsibilities:

Strategic Support to CEO and CIO

1. Assist in designing client portfolios and implementing sophisticated investment strategies for ultra high net worth clients
2. Provide logistical and analytical support to the CEO and Chief Investment Officer, including:
   1. Coordinate due diligence materials and investment committee memos
   2. Track alternative investments, capital calls, distributions, and fund updates
   3. Assist with performance reporting and analytics across portfolios, including preparing and presenting performance reports to investors
   4. Manage document flow and communications with fund managers, custodians, and service providers
3.  Serve as additional point of communication between clients and firm
4. Support internal operations related to portfolio administration and special projects

Family Office & Lifestyle Support

1. Serve as a liaison between clients, legal, tax, and insurance professionals
2. Oversight of trust and estate structures in conjunction with legal and tax counsel
3. Coordinate philanthropic activities, including DAFs, foundations, and board commitments
4. Handle confidential matters with discretion and a strong understanding of reputational risk
5. Oversee and coordinate specialized services such as:
   1. Private aircraft rental, ownership evaluation, and trip logistics
   2. Personal security planning
   3. Household staff coordination and vetting
   4. Kidnap & ransom insurance

Personal Characteristics

1. High emotional intelligence with strong interpersonal skills
2. Solutions-oriented, resourceful, and proactive
3. Able to anticipate needs and operate with extreme discretion
4. Strong organizational and follow-through skills in a fast-paced, high-demand environment

Requirements

Qualifications

1. 5+ years of experience in UHNW wealth management, multi-family office, or private banking
2. Deep familiarity with private client services, including insurance, aviation, trusts, and complex financial arrangements
3. Proven experience working with high-profile or celebrity clients preferred
4. Excellent judgment, discretion, and professionalism under pressure
5. Strong financial acumen and familiarity with investment principles
6. Bachelor’s degree required; advanced degree or CFP/CFA preferred