Head of Operations / Investment Manager | Private Family Office
Our client is an mid tier private family office with partnerships across a selection of Sydney best private banks, wealth management firms and consultants.
They are seeking a well-rounded Head of Operations / Investment Manager to take full responsibility for the management and control all operational and financial activities.
As the key member of this established family office, you will have primary responsibility for the management of a significant portfolio of investments including Australian equities and property, as well as managing financial, legal and regulatory related activities.
You will report to the board and play an integral part in guiding the future success of the business and investment outcomes.
You will be a qualified accountant, with strong knowledge of the investment market/financial markets and proven experience managing small teams.
You should be able to confidently align yourself with two very distinct pillars within the role:
- Being responsible the oversight of all accounting and operational duties.
- Acting as a trusted adviser for asset allocation and the direction of the investment portfolio – filtering opportunities that are presented to an experienced investment committee.
You will draw upon your strong knowledge regarding all financial, commercial and investment facets of the role, as well as having excellent communication skills to deal with a wide variety of internal and external stakeholders.
You must be hands on and be an integral part of the team in performing day to day tasks as they occur in a small office environment.
This is a full-time position that requires you to work 5 days a week in the office. A generous remuneration structure is available for this highly rewarding and autonomous role.