Lead investment services for ultra-high-net-worth families by managing discretionary capital sleeves and overseeing a roster of outside managers. Responsible for portfolio construction, risk analytics, and drafting Investment Policy Statements while reporting performance directly to client principals.
FinStrat Management
6 Remote Job Openings at FinStrat Management
Serve as a virtual CFO for multiple clients, providing strategic financial guidance and managing growth strategies. Oversee financial operations including budgeting, forecasting, and the execution of financial transactions like fundraising and acquisitions.
The SDR is responsible for identifying new business opportunities through targeted outreach and qualifying leads to build the sales pipeline. They will also represent the company at industry events and collaborate with Marketing to optimize outreach messaging.
The Bookkeeper will assist with monthly financial close activities, account analysis, and reconciliation for clients. They will also manage invoicing, accounts receivable, and accounts payable processes while ensuring high-quality client service.
The Staff Accountant will assist with monthly financial close activities, account analysis, and reconciliation for clients. They will also manage invoicing, accounts receivable, and accounts payable processes while ensuring high-quality client service.
The Senior Financial Analyst will execute research and financial analysis, develop budgets, forecasts, and sales margins, and conduct ad hoc analysis and reporting. They will also create financial models and provide support for pricing and sales while ensuring quality standards are met.
