We are seeking a versatile, detail-oriented professional as the first hire for our family office. This role combines investment support and screening, operational oversight, deal sourcing, administrative management, and light household support. The ideal candidate is analytical, proactive, and trustworthy, with the ability to handle sensitive financial data securely. This is a full-time position reporting directly to the principals.
This position is best suited for someone who thrives in a dynamic, confidential environment, has a proactive mindset, and takes pride in maintaining precision and professionalism across every detail.
Key Responsibilities
Financial & Investment Support
- Rapidly evaluate potential investments (real estate, private equity, venture capital) using financial models to assess projected returns and determine if they warrant further due diligence. Eliminate non-viable opportunities efficiently.
- Organize and maintain secure records of all investments, including PPMs, investment amounts, share allocations, capital calls, loan documents, and related files.
- Track investment activity, including capital calls, distributions, and performance reports across funds and direct holdings.
- Track deadlines and ensure compliance.
- Monitor portfolio companies and operators by reviewing key performance metrics, financial reports, and operations to prevent inefficiencies, waste, or fraud. Conduct regular check-ins and flag issues promptly.
- Act as the primary liaison with attorneys, accountants, tax advisors, trustees, and other professional partners.
- Support budgeting, forecasting, and expense oversight across family and investment entities.
- Research and recommend banks offering competitive rates for deposits, loans, or other services.
- Review and process invoices, vendor payments, and intercompany transactions.
- Identify and present investment opportunities outside our existing network through market research, databases, and industry connections.
Operational & Administrative
- Oversee day-to-day family office operations, including scheduling, internal processes, and record management.
- Handle light tasks such as paying bills, coordinating repairs (e.g., calling service providers), and booking travel arrangements.
- Maintain all corporate and entity governance documents, filings, and compliance requirements across jurisdictions.
- Prepare and organize materials for board meetings.
Contribute to continuity and succession planning within the office.
Qualifications
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- 10+ years of experience in family office operations, including investment analysis, private equity, venture capital, or related fields.
- Proficiency in financial modeling (e.g., Excel, DCF analysis) and tools like Bloomberg or Cap IQ for deal evaluation
- Strong understanding of investments, including public markets, private equity, real estate, and alternative assets.
- Willingness to perform occasional household-related tasks without dedicated support staff.
- Excellent organizational and project management skills with strong follow-through.
- High degree of integrity, discretion, and confidentiality.
- Outstanding written and verbal communication skills.
- Ability to manage multiple priorities and operate effectively in a fluid environment.
Preferred (Not Required):
- MBA, CFA, or similar designation.
- Experience with cross-border entities, trusts, and multi-jurisdictional structures.
- Background in property, household, or estate management.
- Familiarity with family governance, philanthropy, or legacy planning.
- Experience with family office technology and consolidated reporting systems.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to candidates@agreusgroup.com
REF: AGR930