Chief Financial Officer (CFO) opportunity with a prestigious family office managing a sophisticated multi-asset investment portfolio and an exceptional long-term track record.
COMPENSATION
- Base Salary: $350,000 – $650,000
- Total Compensation: $1,000,000 – $1,500,000+
- Compensation commensurate with experience
KEY RESPONSIBILITIES
- Serve as the strategic financial leader and trusted advisor to the Principals, overseeing all aspects of finance, accounting, tax, treasury, reporting, and investment operations.
- Lead the finance function across a complex portfolio of investment vehicles, operating entities, and special-purpose structures.
- Oversee fund accounting, partnership accounting, and financial reporting processes, ensuring accuracy, transparency, and best-in-class controls.
- Direct the review and administration of complex fund waterfalls, carried interest calculations, incentive allocations, and distribution models across multiple investment vehicles.
- Manage partner capital accounts, capital activity, and investor allocations in accordance with governing agreements and partnership structures.
- Oversee valuation processes and performance reporting, including IRR, MOIC, DPI, TVPI, portfolio analytics, and investment-level performance measurement.
- Partner closely with investment professionals to evaluate portfolio performance, liquidity management, capital planning, and strategic investment initiatives.
- Lead relationships with fund administrators, auditors, tax advisors, legal counsel, banks, and other key external service providers.
- Develop and enhance financial infrastructure, reporting systems, internal controls, and operational processes to support continued growth and complexity.
- Oversee cash management, treasury operations, financing arrangements, and liquidity planning across the platform.
- Manage annual audits, tax planning initiatives, regulatory reporting, and entity-level compliance requirements.
- Build, mentor, and lead a high-performing finance and operations team while fostering a culture of accountability, collaboration, and excellence.
THE FIRM
- Prestigious multi-billion-dollar Family Office with an exceptional long-term investment track record.
- Diverse investment portfolio spanning private equity, credit, real assets, public markets, and opportunistic investments.
- Located in Manhattan with a 4-5 day in-office culture.
- Collaborative environment with direct interaction and visibility to Principals and senior investment leadership.
- Flexible work arrangements, comprehensive healthcare benefits, generous paid time off, and a highly competitive compensation structure aligned with performance.
If you are interested (or know someone who may be a fit), please send your most updated resume via LinkedIn or directly to ggolden@greenkeyllc.com. Even if this opportunity is not the right fit, feel free to reach out, as we are actively working on numerous senior finance, fund accounting, controller, CFO, and family office opportunities. Once you have submitted your resume, please let me know so we can schedule time to connect immediately.
