Join a private family-office investment team to monitor and evaluate manager performance, source strategies, liaise with custodians and managers, manage portfolio and reporting systems, prepare periodic investment and tax estimation reports, reconcile custodial and manager data, and recommend process improvements to support investment and liquidity needs.

Verify investment manager performance using custodial data, audit fees, evaluate benchmarks, manage reporting systems and data, support manager searches, prepare periodic investment reports, reconcile issues, and recommend process improvements.

Lead execution and optimization of digital campaigns across search, social, display, email, and SMS. Manage lead generation, CRM/marketing automation, websites, SEO, reputation, and AI-enabled marketing tools. Monitor reporting and performance, recommend new technologies, collaborate across teams, and support growth initiatives and openings for multi-location consumer brands.