To Apply, please submit your resume to: [email protected]

CFA REQUIREMENTS: Completion through Level II or III of the Chartered Financial Analyst Certification.

The Client Portfolio Manager will have client service and portfolio management responsibility for multiple investment portfolios for several ultra-high net worth client families, and additional responsibility to provide periodic consulting advice to client family members for their respective business ventures. Our client families are active in all types of investments and operate in a fast-paced environment. Work includes managing multiple investment portfolios with multiple family owners, investment operations and money movements, private company investments, direct real estate investments across multiple property types, sophisticated estate planning and income tax strategies, charitable foundations, and sports teams. The Client Portfolio Manager will work and coordinate closely with client family members and their respective teams of in-house and outsourced family office colleagues. This position is located in Beverly Hills, California and is an in-office, non-remote position.

It is important that the Client Portfolio Manager functions as a team member who possesses: a scrupulously honest moral character, a true passion for investments, an exceptional intellect, strong analytical skills, a natural curiosity, the ability to think deeply, the ability to serve as a trustworthy thought partner, impeccable attention to detail, exceptional complex project management skills, strong time management skills, great problem-solving skills, the ability to organize an investment response under time pressures, excellent written and oral communication/presentation skills, strong listening skills, excellent relationship management skills, strong understanding of and ability to work within company management hierarchies, emotional intelligence, self-awareness, mature political skills, the ability to “read a room,” empathy and kindness, a professional demeanor and composure, a respect for colleagues and clients, the ability to maintain confidentiality, the ability to have fun, and the desire to work in a team of A-players who work closely with fantastic ultra-high net worth families to make the impossible happen while having a good time.

Requirements for this position include a bachelor’s degree from a highly ranked university or college, the successful completion through Level II or III of the Chartered Financial Analyst certification, and at least five years of increasingly complex investment management experience in a sophisticated family office environment, private bank investment group, registered investment advisor, sophisticated university endowment, or sophisticated charitable foundation.

Specific responsibilities will include, but not be limited to:

·      Managing multiple client family projects with competing deadlines simultaneously to meet their respective deadlines

·      Managing and communicating portfolio asset allocation strategy for each investment portfolio according to each portfolio’s time horizon, withdrawal needs, and the portfolio owner’s risk tolerance

·      Understanding and managing various trust structures and business entities

·      Understanding each investment strategy and investment position in every investment portfolio

·      Managing the appropriate sizing for each investment strategy in every investment portfolio

·      Staying abreast of the capital markets, their performance, and investment opportunities created by market events

·      Working with the Chief Executive Officer and the Associate Director, Investments, to establish, manage, and maintain robust, efficient processes for finding, evaluating, and approving new alternative investment strategies and equity and fixed income investment managers/strategies and monitoring/reviewing the performance of all existing investment and investment managers/strategies on a real-time basis

·      Working with the Managing Director, Operations, managing the “onboarding” of all new investment managers/strategies, which includes meeting investment closing deadlines, ensuring that the investment strategy is presented to all appropriate client families, coordinating document reviews, drafting side letters, and informing the Operations Team of specific timeframes and action items

·      Performing the business review, and quarterbacking the legal and tax review, for investment agreements (offering memorandums, partnership documents, subscription documents, term sheets, investment agreements, investment guidelines, stock transfer agreements, side letters, custody agreements, etc.)

·      Establishing, managing, and maintaining an efficient process for evaluating “one-off” public or private stock investments proposed by client families with a particular focus on the risk/reward profile, liquidity, and timing of the proposed investment

·      Managing foreign currency hedging strategies for client families

·      Working with our Managing Director and in-house real estate expert to manage directly owned real estate investments for client families

·      Managing GRAT and estate planning investment strategies for client families, including strategically swapping GRAT assets and using creativity

·      Managing client family members’ lines of credit balances

·      Managing the monthly performance reporting and quality check process for client family portfolios

·      Managing the weekly reporting process for client family investments that are monitored on a weekly basis (GRATs, single stock positions, etc.)

·      Calendaring, drafting and presenting investment management reviews to client family members on a quarterly and as-needed basis

·      Drafting and distributing investment memos and emails to client family members regarding proposed investments

·      Managing investment operations for client families in conjunction with the Operations Team, including capital calls, investment distributions, cash withdrawals, and contributions

Must be proficient with Microsoft Excel, Word, PowerPoint, and Bloomberg, and comfortable with technology in general. Must also like dogs, since several employees bring their dogs to the office.

All-In Compensation range: $150,000 - $225,000 based on qualifications.