Latest job information from Kforce for the position of President/Chief Investment Officer. If the President/Chief Investment Officer vacancy in New York matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
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Kforce’s client, a well‑established, Florida based family office, seeks a President/Chief Investment Officer to lead all aspects of their investment portfolio. This person will be responsible for oversight of originations, underwriting, asset management, capital formation, investor relations, finance and much more. This is a truly unique opportunity to join and lead a very successful organization into the next decade and beyond. Responsibilities
Identify, structure, and recommend new investment opportunities
Manage the investment portfolio, reviewing reports and keeping partners up to date and informed
Develop new relationships with potential investors and maintain relationships with current investors
Manage relationships with banks and financial advisors
Perform annual reviews for portfolio components, including financial analyses and valuations for the Board
Lead sourcing, design and project management functions of development projects
Work with the family, outside advisors, attorneys, and foundations regarding estate and succession plan
Manage the deal processes, including performing due diligence, market research, reviewing of legal documents while managing external deal team
Review of legal documents as needed
Perform investor communications; produce capital calls; review and approve distributions
Manage cash flow forecast model, financial obligations, and investment allocation
Handle the annual budgeting process
Interface with the Firm’s external resources including legal, accounting, and financial consultants
Identify revenue opportunities and cost savings opportunities
Qualifications
Degree in Finance, Management or related field; MBA highly preferred
10 or more years of experience in family office, private equity, real estate, banking or related field, most recently serving in a very senior role
Strong knowledge of financial markets, investment analysis and investor relations
Experience managing talented financial professionals and processes
Familiarity with legal documents such as Operating Agreements and Contracts
Elite communication and interpersonal skills
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce’s sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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Job Info:
Company: Kforce
Position: President/Chief Investment Officer
Work Location: New York
Country: US
How to Submit an Application:
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