We are seeking an experienced professional to join as Head of Investment Advisory within the firm's Capital Partners (CP) business, providing investment advisory services for Single Family Office (SFO) clients and prospects.
Requirements
- 15+ years of relevant investment experience
- Proven ability to engage with ultra high-net-worth individuals and family offices, raise capital, and distribute investment products
- Extensive network within the family office and wealth management ecosystem
- Exceptional data analysis
- Exceptional written/verbal communication skills and a passion for client service
- Strong attention to detail
- Strong interpersonal skills
- Demonstrated interest in and passion for investing
- Demonstrated ability to work in a team environment in a collaborative way
- Strong quantitative and qualitative analysis skills
- Strong conceptual and critical thinking skills
- Highest level of integrity and professional standards
Benefits
- A collaborative and high performing team that values intellectual curiosity and independent thought
- A culture of inclusion that values each employee's unique perspective
- Opportunities to grow your expertise and take on new challenges
- High-quality benefits program emphasizing good health, financial security, and peace of mind
- Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
- Volunteer opportunities to give back to your community and help transform the lives of others
- Investment in tailored professional development opportunities
- An environment that enables you to step outside your role to add value
