INVESTMENT MANAGEMENT – Single Family Office

    KEY RESPONSIBILITIES

    • Lead due diligence process for prospective and current RFO investments – creating and updating financial models, global macro and thematic research, as well as comparable analyses.
    • Produce dashboards, including monthly portfolio statements, detailing the RFO investments in People, PE, VC and Real Estate.
    • Prepare RFO portfolio reports, including a descriptive assessment of our investments.
    • Regularly read research, news and other sources of current events to remain current on information affecting the firm’s investments.
    • Interact daily with the principals, colleagues, management teams and fund managers. Meet with our approved Family Clients regularly to finalize loans or investments
    • Some travel to visit fund managers; portfolio companies and prospects may be required.

    QUALIFICATIONS/ EXPERIENCE

    • Three to five years of experience in investment banking, private equity, venture capital, or hedge funds, sovereign wealth and tax-exemptions.
    • Degree in finance, business, economics or related discipline.
    • Experience and accomplishments is more valuable
    • High proficiency with Excel, Word and PowerPoint as well as SEC filings.
    • Think outside the box mindset.
    • Ability to manage Private Wealth Preservation
    • Ability to work independently to quickly create detailed, high-quality investment summaries, including developing detailed financial models.
    • Proven analytical skills, business judgment and attention to detail.
    • Strong verbal and written communication skills.
    • Self-motivated working style, eagerness to learn and strong interpersonal skills.
    • Bring transparency on all things.
    • Respect our style of wealth management and be a game-changer to advance us further.
      (FYI: we removed Pitchbook from requirements)
      darren@reinventure-ltd.com is the email to send CV and CIS for our review.

      > Post updated February 28, 2025