Job Description

PART-TIME FLEXIBILITY - $200K ANNUALIZED RATE OF PAY

A successful and diverse local developer is looking for a knowledgeable and precise professional to manage all treasury functions for their Private Family Office. For the right candidate, this is an incredible opportunity to work part-time, while executing challenging and strategic financial objectives. This position will work closely with ownership and the developer’s CFO, to manage investment operation functions for multiple entities.

Primary Responsibilities:

• Execute all related treasury functions, including but not limited to the functions below:
• Manage all investment processes, including strategy with stocks, bonds, CDs, etc. to maximize return.
• Oversight of the outsourced fund operations services, to include third-party providers.
• Create, organize, and track bond ladder strategies – serve as the coordinator for all bond purchases.
• Remain well versed on terminology, market, and investment strategy – participating in portfolio management for the entire life cycle.
• Coordinate and manage wires when necessary.
• Lead portfolio valuation analyses and evaluate portfolio performance.
• Track all portfolio company statements and organize in a manner that is satisfactory to ownership understanding.
• Establish systems for regular and thorough tracking of corporate monies.

Requirements:

• 10+ years of relevant money management, investment, or financial advising experience. (Preferred experience with companies such as Morgan Stanley, Charles Schwab, Fidelity, Wells Fargo, etc.)
• Advanced degree in related field.
• Thorough knowledge of financial legislation, regulation, and practices.
• Excellent at managing deadlines and communicating clearly.
• Critical thinker and problem-solver who can also execute on the details.
• Have patience and the ability to adapt to different ways of thinking.

Compensation:

• $200,000.00 annualized equivalent compensation for a part time role
• Part-time work flexibility, with some required hours spent in office on an established, consistent schedule.
• Health, Dental, and Vision Benefits – Employer paid depending on schedule and total hours worked annually
• Generous Paid Time Off
• 401K Program with Employer match

Job Type: Part-time

Pay: $200,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person

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