Financial, Investment & Operations Director

Career Group Search; New York (NY); Hybrid; USD 135,000 - 165,000; Full time

Job summary

A boutique investment company is seeking a Financial, Investment & Operations Director to lead financial management and oversee investment tracking across its growing multi-entity platform. This newly created role demands a candidate with over 6 years of relevant experience, strong P&L ownership, and the ability to operate fluidly in a dynamic environment. The position offers a hybrid working model in Chelsea, NYC, with total compensation up to $150k.

Qualifications

• 6+ years in finance, accounting, investment management, or related fields.
• Experience in a family office, PE/VC, investment banking, or similar financial environment preferred.
• Strong P&L ownership and modeling skills.

Responsibilities

• Build financial reporting across operating businesses.
• Develop dashboards covering cash burn and trends.
• Oversee accounting and monthly close.
• Own budgets, forecasts, and cash flow models.
• Manage payroll and bill pay processes.

Skills

Financial management

Investment analysis

Operations oversight

P&L ownership

Modeling skills

Compliance knowledge

Education

MBA

Tools

QuickBooks

Notion

Job description

Financial, Investment & Operations Director

Location: Chelsea, NYC

Hybrid: 2 days/week on-site with flexibility

Compensation: Up to $150k total compensation

Full-time or 30-hour/week single-client arrangement

Overview

A boutique investment company with a growing multi-entity structure is seeking a Financial, Investment & Operations Director to lead financial management, investment tracking, and operations across its platform. The organization is active in venture investments, brand incubation, real assets, and impact/philanthropy, with a team of ~10 and planned growth.

This newly created role will serve as the central owner of financial reporting, investment analysis, operational systems, and entity-level oversight.

Responsibilities

• Build financial reporting across operating businesses (SKU profitability, inventory, COGS, channel analysis).
• Develop dashboards covering cash burn, retail/wholesale trends, and promotions.
• Oversee accounting, multiple-entity reconciliations, and monthly close.
• Own budgets, forecasts, cash flow models, and financial KPIs.
• Manage payroll and bill pay processes across corporate, investment, and household entities.

Investment Management

• Track investment performance across asset classes (IRR, TVPI, DPI, capital calls, distributions).
• Support diligence on VC, PE, real estate, and alternative opportunities.
• Prepare investment memos, scenario models, and portfolio-level reporting.
• Interface with external managers, bankers, and advisors.

Tax, Legal & Compliance

• Coordinate with tax advisors on quarterly estimates and year-end filings.
• Maintain entity records, insurance, and compliance calendars.
• Support trust, estate, and philanthropic documentation and filings.

Operations & Systems

• Oversee cross-entity bill pay processes and internal controls.
• Implement cybersecurity and access protocols with external providers.
• Develop and refine SOPs, workflows, and system integrations (QuickBooks, Notion, financial tools).
• Support operational continuity and efficiency across the organization.

Qualifications

• 6+ years in finance, accounting, investment management, or related fields (open to more senior profiles).
• Experience in a family office, PE/VC, investment banking, or similar financial environment strongly preferred.
• Strong P&L ownership, modeling skills, and comfort with multi-entity structures.
• High discretion, ownership mindset, and ability to operate in a changing, entrepreneurial environment.
• Interest in consumer, retail, or brand-oriented businesses is a plus.
• MBA preferred