Head of Family Office

A privately held investment group with a disciplined, long-term investment philosophy is seeking a senior investment professional to lead portfolio strategy and asset allocation across a diversified global platform.

This role offers the opportunity to shape multi-horizon investment strategies within a highly professional, entrepreneurial environment that prioritizes capital preservation, thoughtful risk management, and sustainable long-term growth.

Key Responsibilities

• Lead the development and execution of long-term investment strategies, ensuring disciplined asset allocation aligned with overall objectives and risk parameters.
• Oversee portfolio construction across public and private markets, with a strong focus on diversification, downside protection, and capital efficiency.
• Provide strategic leadership and guidance to investment professionals, fostering rigorous analysis, sound judgment, and continuous improvement of investment processes.
• Partner closely with principals and Investment Committee members to ensure alignment with broader financial objectives and related initiatives.
• Monitor global markets, macroeconomic trends, and alternative investment developments to proactively refine portfolio positioning.
• Act as a trusted advisor to senior leadership and boards across affiliated entities, contributing strategic insight on select greenfield and brownfield investment opportunities.

Candidate Profile

• Extensive experience in investment strategy, asset allocation, or portfolio management within institutional, family office, or private investment environments.
• Demonstrated ability to operate across public and private markets with a long-term, risk-aware mindset.
• Strong strategic judgment, intellectual rigor, and comfort engaging at board and senior leadership levels.
• Collaborative leadership style with the ability to influence, mentor, and drive high standards across investment teams.
• Discretion, integrity, and alignment with a long-term, values-driven investment approach.