Job Description

This range is provided by Kforce Inc. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$272,000.00/yr - $368,000.00/yr

Direct message the job poster from Kforce Inc

Responsibilities

Kforce's client, a well-established, Florida based family office, seeks a President/Chief Investment Officer to lead all aspects of their investment portfolio. This person will be responsible for oversight of originations, underwriting, asset management, capital formation, investor relations, finance and much more. This is a truly unique opportunity to join and lead a very successful organization into the next decade and beyond.

• Identify, structure, and recommend new investment opportunities
• Manage the investment portfolio, reviewing reports and keeping partners up to date and informed
• Develop new relationships with potential investors and maintain relationships with current investors
• Manage relationships with banks and financial advisors
• Perform annual reviews for portfolio components, including financial analyses and valuations for the Board
• Lead sourcing, design and project management functions of development projects
• Work with the family, outside advisors, attorneys, and foundations regarding estate and succession plan
• Manage the deal processes, including performing due diligence, market research, reviewing of legal documents while managing external deal team
• Review of legal documents as needed
• Perform investor communications; produce capital calls; review and approve distributions
• Manage cash flow forecast model, financial obligations, and investment allocation
• Handle the annual budgeting process
• Interface with the Firm's external resources including legal, accounting, and financial consultants
• Identify revenue opportunities and cost savings opportunities

Requirements

• Degree in Finance, Management or field; MBA highly preferred
• 10 or more years of experience in family office, private equity, real estate, banking or related field, most recently serving in a very senior role
• Outstanding financial analysis & modeling experience
• Strong knowledge of financial markets, investment analysis and investor relations
• Experience managing talented financial professionals and processes
• Familiarity with legal documents such as Operating Agreements and Contracts
• Elite communication and interpersonal skills

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

By clicking Apply Today you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.

Seniority level

• Executive

Employment type

• Full-time

Job function

• Business Development and Sales

Industries

• Financial Services, Investment Banking, and Investment Management

Referrals increase your chances of interviewing at Kforce Inc by 2x

Job Tags

Similar Jobs