Investment Specialist

Job description

Job Summary: The Investment Specialist will serve as a central point of communication between the Family Office, its clients, and third-party investment managers. The Investment Specialist will work closely with the other members of the Family Office’s investment team, as well as Accounting, Finance, Tax and Family Services colleagues. The Investment Specialist is responsible for helping the Family Office deepen and strengthen client and advisor relationships through review of asset allocation and select investment opportunities. The Investment Specialist will have exposure to all aspects of the investment program and will work with select investment managers and external advisors to provide a seamless delivery of exceptional service to clients of the Family Office. This position will deal with highly sensitive and confidential information. Absolute discretion, confidentiality, and professionalism are required. Key Responsibilities: Conduct investment reviews with clients to discuss the clients’ current investment objectives and prepare recommendations. Support coordination of various client engagement efforts and act as resource for investment communication. Responsible for mainta...