FAMILY OFFICE POSITIONS

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

    How to Create a Family Office

    We are launching $30M+ Funds and Family Offices. Here is how to set one up the best (that fits us):
    DISCLAIMER: This is NOT financial or legal advice. All fund projects or Family Offices are subject to multiple variables and risks that make it impossible to predict success. Since we cannot predict success or provide you with information on what an average customer experience is by creating a fund, you should assume you will not have the same type of success or any success at all. We encourage you to seek out advice from other qualified professionals for advice on setting up your particular fund.

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