President/Chief Investment Officer

Kforce•Jupiter, FL

56d

About The Position

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.

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

Responsibilities

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