Family Offices Services Manager

FinStrat Management, Inc.

Family Office Services Manager leading investment services delivery for ultra-high-net-worth client families. Managing capital and constructing portfolios while coordinating with wealth management advisors.

Posted 6/17/2026full-timeRemote • 🇮🇳 IndiaSeniorLeadWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor's degree in finance, economics, mathematics, or a related quantitative field
CFA Charterholder in good standing
Series 65 (or Series 66) license, or willingness to obtain prior to assuming discretionary management responsibilities; RIA registration experience preferred
7+ years of experience in investment management, with demonstrated responsibility for managing discretionary capital — not just analyzing or recommending
Deep fluency in portfolio construction, performance attribution, factor analysis, and multi-asset risk management
Direct experience with investment policy statements, rebalancing frameworks, and client-level reporting for discretionary accounts
Demonstrated experience working in or alongside multi-entity family office structures (trusts, LLCs, LP structures, multi-state tax exposure)
Proficiency with portfolio management and analytics tools (Addepar, Black Diamond, Orion, Masttro, or equivalents); ability to operate effectively without them when necessary
Exceptional written communication — your investment memos and scorecards will go directly to principals.

Benefits

Comp & perks

Competitive base salary commensurate with experience
Performance-based bonus tied to portfolio outcomes, client retention, and deliverable quality
Equity participation in FSM's family office practice as it scales

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

portfolio managementperformance attributionfactor analysismulti-asset risk managementinvestment policy statementsrebalancing frameworksliquidity waterfall modelsconcentration risk monitoringsecurity selectionposition sizing

Soft Skills

written communicationclient governancepresentation skillsanalytical thinkingcoordinationleadershipcollaborationproblem-solvingattention to detailstrategic thinking

Certifications

CFA CharterholderSeries 65 licenseSeries 66 license