Maropost

Managing Director - Family Office

Maropost$150K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-12+ years in FP&A, corporate finance, or similar role in a fast-paced environment.
  • Proficient in financial modeling and analysis with strong forecasting skills.
  • Thorough knowledge of financial statements, tax structures, and entity management.
  • Experience managing external advisors and ensuring accountability.
  • Exceptional organizational skills with a keen eye for detail.
  • High emotional intelligence and discretion for handling sensitive information.
  • Strong communication skills to simplify complex information.
  • Tech-savvy with a knack for developing systems and processes.

Responsibilities

  • Own budgeting, forecasting, and long-term financial planning across all accounts.
  • Develop and maintain financial models for cash flow and portfolio performance.
  • Prepare financial reporting packages with variance analysis and insights.
  • Create KPIs and dashboards to monitor financial health.
  • Coordinate annual tax planning and compliance with external partners.
  • Serve as the operational backbone, managing all financial operations.
  • Implement tools and workflows to enhance efficiency with an AI focus.

Benefits

  • Autonomy in executing financial and operational strategies.
  • Opportunities for professional growth in a dynamic environment.
  • Ability to directly impact the organization’s financial health and processes.
  • Engagement in strategic initiatives and ad hoc projects.
  • Collaborative work environment with executive leadership.
Full Job Description
The opportunity: Thrive on change and grow beyond limits? We are looking for a bold thinker who sees a chance to learn and define what's possible with every challenge! Ready to make an impact? Welcome to Maropost where you can turn ideas into action! We are seeking a highly driven and entrepreneurial Managing Director with a strong background in Financial Planning & Analysis (FP&A) to lead and scale a diversified investment portfolio growing from approximately $300M to $1B+ AUM. The portfolio spans real estate, private investments, and cross-market financial assets, requiring a leader who can operate across asset classes, jurisdictions, and investment structures while driving disciplined performance and long-term value creation. This role is ideal for a high-agency, self-starter operator who thrives in fast-moving environments and leverages AI-enabled tools, automation, and data-driven decision-making to enhance portfolio oversight and execution. Experience in a family office environment is a strong advantage but not required. What You'll Do: - Lead oversight and strategic direction of a diversified investment portfolio across real estate, private investments, and alternative assets. - Drive portfolio growth from ~$300M to $1B+ AUM through disciplined capital allocation and performance optimization. - Develop and maintain portfolio strategy, including risk management, diversification, and return optimization. - Identify underperforming assets and execute value-creation initiatives. - Deliver actionable insights to support investment decisions, capital deployment, and liquidity planning. - Implement AI and automation tools to enhance reporting, forecasting, and analytical capabilities. - Work closely with investment managers to monitor performance and ensure alignment with targets. - Oversee execution of asset-level business plans and strategic initiatives. - Optimize capital allocation across competing investment opportunities. - Ensure all entities are properly structured, compliant, and operating efficiently. - Coordinate relationships with external accountants, tax advisors, attorneys, and investment managers. - Oversee tax strategy, reporting, and compliance across the portfolio. - Communicate portfolio performance, risks, and strategic updates to the CEO. What You'll need to bring to Maropost - 7-12+ years of experience in FP&A, corporate finance, or a VP of Finance or Operations role - ideally in a fast-paced, lean environment where you wore many hats. - Strong financial modeling, forecasting, and analytical skills. - Deep understanding of financial statements, tax structures, and entity management. - Comfortable managing external advisors and holding them accountable. - Exceptional organizational skills - you keep track of everything and nothing slips. - High EQ and discretion - you'll be handling sensitive and confidential information. - Strong written and verbal communication - you can distill complexity into clear recommendations. - Tech-savvy and comfortable building out systems and processes from scratch. - Above all: you are a self-starter who takes ownership, operates with urgency, and gets things done without being told what to do. - You exemplify Maropost's Values: - Customer Obsessed - Extreme Urgency - Excellence - Resourceful Message from the Founders: Maropost is looking for builders - people who want to drive our business forward at all costs in order to achieve the goals we have both short and long term for the results and outcomes that that will bring to us all. If that isn't for you that's ok, for those of you that it is please get in touch with us!

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