Our client has a dynamic and diversified portfolio spanning real estate, private equity, and public markets. Their mission is to preserve and grow generational wealth through strategic investments, operational excellence, and long-term vision. As they scale, they seek a seasoned Chief Operations Officer to lead and optimize internal operations, investment processes, and cross-functional initiatives.
The COO will serve as a strategic partner to the President, overseeing day-to-day operations, investment administration, and organizational infrastructure. This role is ideal for a hands-on leader with deep experience in asset management, particularly in real estate, private equity, and equities, who thrives in a fast-paced, entrepreneurial environment.
Qualifications:
• 10+ years of experience in operations or asset management, ideally within a family office, investment firm, or private equity environment
• Strong understanding of real estate, private equity structures, and public market instruments with a background in real estate acquisition and development
• Proven track record in financial oversight, compliance, and strategic execution
• Exceptional organizational, analytical, and interpersonal skills
• Bachelor’s degree in Finance, Business, or related field; MBA or CFA preferred
What Our Client Offers:
• Competitive compensation and performance-based incentives
• High autonomy and direct impact on strategic decisions
• Collaborative, values-driven culture
• Opportunity to shape and scale a growing investment platform
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