Qualifications

• 7+ years of relevant experience required.
• Bachelor's degree in Finance or Accounting preferred.
• Experience in family office or private banking settings is strongly preferred.
• Proven track record in supporting ultra-high-net-worth (UHNW) individuals, executives, or founders.
• Strong understanding of liquidity management and financial structures is essential.
• Experience with real estate and household operations is advantageous.
• Highly organized, detail-oriented, and proactive in problem-solving.
• Tech-savvy with a focus on using technology for operational efficiency.

Responsibilities

• Maintain real-time tracking of assets including investments and real estate.
• Oversee liquidity planning, managing capital calls and cash deployment.
• Manage banking relations and cash flow across different entities.
• Execute financial transactions and ensure operational accuracy.
• Act as the liaison for tax, legal, and financial advisors.
• Prepare concise financial reports and perform ad hoc analyses.
• Oversee financial operations for multiple properties and manage vendors.
• Administer household financial tasks including payroll and budgets.

Benefits

• Unique opportunity for long-term career growth alongside a private equity CEO.
• Operating in a lean, entrepreneurial environment fostering freedom and initiative.
• Potential for significant influence over a personal financial ecosystem.
• Opportunity to employ advanced technology tools in daily operations.
• Hybrid working schedule with flexibility for in-person collaboration.