Managing Director, Finance & Operations, Single Family Office, San Francisco

And Simple ApS; San Francisco (CA); On-site; USD 250,000 - 450,000; Full time

Job summary

And Simple ApS seeks a Managing Director, Finance & Operations for a lean single family office led by a hands-on technology-entrepreneur Principal. The role is an individual-contributor position reporting to the Principal and Controller, bridging finance, operations and compliance in a privacy-focused environment.

Responsibilities include portfolio management with investment managers, aligning investments to estate-planning objectives, cash-flow forecasting, and coordinating with external

Qualifications

• Bachelor's degree in Finance, Economics or Business required.
• MBA preferred for leadership and expansion.

Responsibilities

• Portfolio management and coordination with investment managers.
• Alignment of investments with estate-planning objectives.
• Cash-flow forecasting.
• Bridging finance, operations and compliance functions.
• Working closely with external advisors and the Chief of Staff in a lean environment where scope is expected to expand.

Skills

Portfolio management

Cash-flow forecasting

Finance operations

Compliance

Stakeholder communication

Education

Bachelor's degree in Finance/Economics/Business

MBA preferred

Job description

A lean single family office supporting a hands-on technology-entrepreneur Principal is hiring a Managing Director, Finance & Operations. The mandate centres on legacy, estate planning and multi-generational wealth preservation across a complex structure of eight trusts, multiple properties, investment funds and other assets. This is an individual-contributor role reporting to the Principal and Controller, bridging finance, operations and compliance in a privacy-focused environment where scope is expected to expand.

The organisation is a lean single family office with a related investment team, supporting a highly successful, hands-on Principal who is a technology entrepreneur. The primary focus is legacy, estate planning and multi-generational wealth preservation across a complex structure spanning eight trusts, multiple properties, investment funds and other assets.

Responsibilities

• Portfolio management and coordination with investment managers
• Alignment of investments with estate-planning objectives
• Cash-flow forecasting
• Bridging finance, operations and compliance functions
• Working closely with external advisors and the Chief of Staff in a lean environment where scope is expected to expand

Ideal background: family office experience preferred; family office finance operations, hedge fund CFO/COO, legal/GC, or family-business backgrounds all considered. Discretion, high EQ, strong judgement and the ability to operate in a privacy-focused environment without ego. Bachelor's degree in Finance, Economics, Business or a related field; MBA preferred.