Family Offices Services Manager
RemoteMumbai, Maharashtra, India
Job Summary
FSM seeks a CFA Charterholder to lead investment services delivery — and directly manage capital — across a growing roster of ultra-high-net-worth client families. This role carries a dual mandate: you are both the institutional framework builder who ensures every advisor is tracked, benchmarked, and held accountable, and a discretionary portfolio manager with direct responsibility for assigned capital sleeves within each client's overall allocation. You will construct and maintain model portfolios, execute investment decisions, generate performance reporting, and coordinate with tax advisors while leading investment policy statements, quarterly reviews, and governance with family principals. You will operate at both the orchestration level above outside managers and the execution level managing positions directly, delivering scalable institutional-grade analytics, risk management, and clear, plain-English client deliverables.
Required Qualifications
- Bachelor's degree in finance, economics, mathematics, or a related quantitative field
- CFA Charterholder in good standing
- Series 65 (or Series 66) license, or willingness to obtain prior to assuming discretionary management responsibilities; RIA registration experience preferred
- 7+ years of experience in investment management, with demonstrated responsibility for managing discretionary capital — not just analyzing or recommending
- Deep fluency in portfolio construction, performance attribution, factor analysis, and multi-asset risk management
- Direct experience with investment policy statements, rebalancing frameworks, and client-level reporting for discretionary accounts
- Demonstrated experience working in or alongside multi-entity family office structures (trusts, LLCs, LP structures, multi-state tax exposure)
- Proficiency with portfolio management and analytics tools (Addepar, Black Diamond, Orion, Masttro, or equivalents); ability to operate effectively without them when necessary
- Exceptional written communication — your investment memos and scorecards will go directly to principals
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