Family Offices Services Manager

FinStrat Management, Inc.

CFA Charterholder managing discretionary investment services and capital for ultra-high-net-worth client families. Leading portfolio management and investment oversight for family office structures.

Posted 7/8/2026full-timeRemote • Maryland • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing discretionary capital across client portfolios, with a strong focus on portfolio construction, performance measurement, and investment policy statement development. Proficient in risk management and client-level reporting, ensuring alignment with benchmark standards.

Highest-signal resume keywords

CFA CharterholderInvestment Management ExperiencePortfolio ConstructionPerformance AttributionClient-Level Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ConstructionPerformance AttributionFactor AnalysisMulti-Asset Risk ManagementRebalancing FrameworksLiquidity Waterfall ModelsConcentration Risk MonitoringInvestment Policy StatementsTime-Weighted Return ReportingMoney-Weighted Return Reporting

Soft Skills

Exceptional Written Communication

Tools & Technologies

AddeparBlack DiamondOrionMasttro

Certifications & Qualifications

CFA CharterholderSeries 65 LicenseSeries 66 License

Industry Keywords

Discretionary ManagementFamily Office StructuresTrustsLLCsLP StructuresMulti-State Tax Exposure

About the role

Key responsibilities & impact

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

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
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 skills

Benefits

Comp & perks

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