FinStrat Management, Inc.

Manager

• Manage assigned capital sleeves across client portfolios on a fully discretionary basis
• Construct and maintain model portfolios with explicit factor exposures, benchmark targets, and risk budgets approved by the client principal
• Execute investment decisions including security selection, position sizing, rebalancing, and tactical allocation shifts within the agreed investment policy statement (IPS)
• Generate time-weighted and money-weighted return reporting on directly managed sleeves, held to the same S&P 500 benchmark standard applied to all outside managers
• Produce written investment rationale for every material position change
• Maintain and continuously improve performance measurement frameworks for each client's full advisor roster, benchmarked against the S&P 500 and appropriate secondary indices
• Produce quarterly manager scorecards covering rolling 1-, 3-, and 5-year returns (gross and net of fees)
• Build and maintain pairwise correlation matrices and factor-decomposed diversification analyses across all active managers, including directly managed sleeves
• Perform look-through concentration analysis to surface true single-name, sector, geography, and thematic exposures across the portfolio
• Decompose each manager's results by asset class, sector, and factor exposure
• Develop and maintain liquidity waterfall models under defined stress scenarios
• Monitor concentration risk in real time across all sleeves
• Draft and maintain a written Investment Policy Statement (IPS) for each client
• Lead quarterly investment review meetings with family principals
• Serve as FSM's primary point of contact for each client's wealth management roster

Family Offices Services Manager

• Discretionary Portfolio Management
• Manage assigned capital sleeves across client portfolios on a fully discretionary basis, spanning liquid equities, fixed income, and select alternatives
• Construct and maintain model portfolios with explicit factor exposures, benchmark targets, and risk budgets approved by the client principal
• Execute investment decisions including security selection, position sizing, rebalancing, and tactical allocation shifts within the agreed investment policy statement (IPS)
• Generate time-weighted and money-weighted return reporting on directly managed sleeves, held to the same S&P 500 benchmark standard applied to all outside managers
• Produce written investment rationale for every material position change — no undocumented trades
• Coordinate with client tax advisors on tax-lot management, wash sale rules, and the interaction between active trading and the client's broader tax posture
• Investment Oversight & Multi-Manager Coordination
• Maintain and continuously improve performance measurement frameworks for each client's full advisor roster, benchmarked against the S&P 500 and appropriate secondary indices
• Produce quarterly manager scorecards covering rolling 1-, 3-, and 5-year returns (gross and net of fees), with plain-English summaries written for principals, not advisors
• Build and maintain pairwise correlation matrices and factor-decomposed diversification analyses across all active managers, including directly managed sleeves
• Perform look-through concentration analysis to surface true single-name, sector, geography, and thematic exposures across the entire portfolio — including positions you hold directly
• Portfolio Analytics & Risk
• Decompose each manager's results by asset class, sector, and factor exposure (value, growth, size, momentum); apply the same attribution framework to your own directly managed sleeves
• Develop and maintain liquidity waterfall models under defined stress scenarios, incorporating LP lockups, directly held positions, real estate assumptions, and credit line availability
• Monitor concentration risk in real time across all sleeves — both managed externally and managed directly — and escalate when aggregate exposures exceed agreed thresholds
• Partner with the FSM operations team on cross-entity insurance and risk audits, contributing investment-side risk context
• Investment Policy & Client Governance
• Draft and maintain a written Investment Policy Statement (IPS) for each client, covering return objectives, risk tolerance, liquidity requirements, constraints, and benchmark selection
• Lead quarterly investment review meetings with family principals; present performance of directly managed sleeves alongside outside manager scorecards in a unified format
• Participate in asset allocation reviews with the client's strategic advisor; provide quantitative support for allocation shift recommendations
• Translate institutional-grade analytics into direct, no-jargon deliverables that respect client sophistication without burying them in unnecessary complexity
• Advisor Coordination & Governance
• Serve as FSM's primary point of contact for each client's wealth management roster, operating as an objective oversight layer above individual outside managers
• Facilitate quarterly advisor review sessions; provide written scorecard summaries to the client principal in advance of each meeting
• Coordinate on capital call timing, distribution reinvestment, and cash management across all sleeves

Sales Development Rep

• Prospect and identify new business opportunities through targeted cold outreach, including personalized email campaigns and multi-touch sequences.
• Qualify inbound and outbound leads to assess fit and intent, then set and participate in discovery and introductory meetings with our Chief Revenue Officer and team.
• Attend and actively participate in industry conferences, networking events, and trade shows to generate pipeline and build brand awareness.
• Maintain accurate and up-to-date records of all prospect activity, pipeline status, and communications through customer relationship management best practices.
• Collaborate with Marketing to refine messaging, optimize outreach sequences, and provide feedback from prospect conversations.
• Consistently meet or exceed monthly and quarterly targets for outreach activity, qualified opportunities created, and meetings set.
• Stay current on the tech industry and startup trends, competitive landscape within venture-backed companies, and sales tool and product developments to engage prospects in an efficient and credible manner.

Sales Development Representative

Financial Planning and Analysis

• Manage FSM client engagements as a virtual Chief Financial Officer
• Provide insight and recommendations related to clients’ growth strategy, as well as input regarding the financial implications of major business decisions
• Implement controls, frameworks, policies and systems that capture and utilize timely and accurate data across clients’ business, as well as financial planning, budgets, forecasting and closing processes
• Analyze clients’ financial results with respect to profits, trends, cost and compliance with budgets
• Present and provide insight on financial results with a narrative on results, variances to plan, trends, and key metrics
• Provide leadership in the execution of financial transactions, including financing, acquisitions, facilities, and partnerships
• Manage cash utilization, and debt facilitates to maintain a strong foundation of liquidity for clients’ growth
• Collaborate with clients’ CRO and sales team on contracts and contract processes
• Serve as a liaison between clients and their outside legal counsel
• Oversee clients’ stock option, commission, and benefit plans
• Direct and support FSM staff assigned to client engagements
• Ensure deliverables meet FSM’s quality standard
• Provide five-star client service