Our family office/VC client in San Francisco is looking for a VP of Investments. This role will be based in San Francisco on a hybrid basis.
JOB DESCRIPTION:
We are looking for a VP of Investments to join our team. This person will be responsible for oversight of the financial and strategic planning of the family office, partnering closely with the principal. This person will support direct investments in early stage tech companies and will manage a large portfolio of investments across asset classes, including equities, debt, and alternative investments (VC, PE, hedge, and crypto).
- Construct and manage a large and diversified portfolio of investments, including investment accounts, properties, trusts, and other interests
- Evaluate potential investment opportunities across various asset classes, including public equities, fixed income, venture capital, private equity, hedge funds, real estate, and more
- Develop financial models to support investment decision-making processes
- Conduct rigorous due diligence and risk assessment for prospective investment opportunities
- Cultivate relationships with leading incubators, VCs, and PE firms to source exciting new opportunities
- Monitor existing portfolio investments and conduct regular performance reviews
- Maintain up-to-date knowledge of financial markets and economic trends
- Drive monthly reporting with the finance team and manage dashboards on finances
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or related field
- MBA or similar advanced degree strongly preferred
- 5+ years of experience in investment banking, private equity, venture capital, investment / asset management, or similar role
- Strong analytical skills with experience in financial modeling and valuation techniques
- Solid understanding of and interest in global financial markets and investment principles
- Proficiency in financial research tools and databases
- Ability to work well in a team-oriented environment
- High degree of professional ethics and integrity
- Experience with estate planning, financial management, and tax advantaged investing strategies is a plus
- CFA, or progress toward CFA designation, is a plus