Role Overview

A leading investment management organization overseeing several billion dollars in assets for a global base of ultra‑high‑net‑worth families is seeking a Chief Financial Officer (CFO). This executive will serve as a strategic and operational leader, driving the firm’s financial infrastructure, client servicing excellence, and cross‑functional initiatives that support a diverse portfolio of private investments and hedge fund allocations.

Key Responsibilities

Strategic & Operational Leadership

Provide executive oversight of all financial operations, including accounting, administration, audit coordination, reporting, valuation, trade and deal settlement, and treasury/cash management.
Lead and mentor established accounting and operations teams, working closely with senior operations leadership to ensure accuracy, efficiency, and scalability.

Client & Stakeholder Engagement

Serve as a senior representative to ultra‑high‑net‑worth families and their advisors, ensuring a consistent, high‑quality investor relations experience.
Support bespoke client needs through specialized analyses related to tax, trust structures, regulatory considerations, and cross‑border planning.

Systems, Data & Process Optimization

Identify, evaluate, and implement new operational systems, technologies, and process improvements to enhance firmwide efficiency.
Oversee data analytics and portfolio monitoring frameworks in partnership with senior investment team members.

Special Projects & Firmwide Initiatives

Lead complex, multi‑disciplinary projects that support both firm operations and client objectives.
Contribute to the evolution of internal controls, reporting frameworks, and operational best practices.

Qualifications & Experience

Core Requirements

12+ years of experience in asset management, alternative investments, family office, or financial institutions, including 5+years in a senior finance leadership role.
Deep expertise in accounting, finance, and reporting matters relevant to investment companies and registered investment advisers.
Hands‑on experience implementing or managing portfolio management and accounting platforms.
Strong understanding of tax considerations affecting investment entities and ultra‑high‑net‑worth individuals.
Broad exposure to multiple asset classes, ideally including private equity, public markets, real estate, fixed income, and fund‑of‑fund structures.

The salary for this position is 350-400k base

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