Chief Financial & Investment Officer

Rapidly growing Single Family Office is seeking a strategic Chief Financial & Investment Officer to serve as a trusted advisor to the Principal. This executive will oversee financial strategy, investment analysis, portfolio reporting, and capital allocation across a diversified portfolio that includes public and private investments, real estate, and operating businesses. This is a highly visible role for a finance executive who enjoys combining investment analysis with strategic financial leadership in an entrepreneurial environment.

Responsibilities:

• Evaluate investment opportunities across multiple asset classes.
• Provide strategic recommendations on capital allocation, portfolio construction, and risk management.
• Prepare consolidated financial reporting, performance analysis, and net worth reporting.
• Analyze the financial performance of operating companies and real estate investments.
• Partner with external tax, legal, and investment advisors.
• Develop financial models and support strategic investment decisions.
• Enhance financial reporting, controls, and governance processes.
• Maintain the highest level of confidentiality and professionalism.

Qualifications:

• 15+ years of experience in family office, private equity, investment management, corporate finance, or a related environment.
• Strong financial modeling, investment analysis, and strategic planning skills.
• Experience overseeing diversified investment portfolios.
• Ability to synthesize complex financial information into actionable recommendations.
• Exceptional communication skills and executive presence.
• CPA, CFA, MBA, or other advanced credentials are preferred.