President/Chief Investment Officer

Kforce's client, a well-established, Florida based family office, seeks a President/Chief Investment Officer to lead all aspects of their investment portfolio. This person will be responsible for oversight of originations, underwriting, asset management, capital formation, investor relations, finance and much more. This is a truly unique opportunity to join and lead a very successful organization into the next decade and beyond. Responsibilities:

• Identify, structure, and recommend new investment opportunities
• Manage the investment portfolio, reviewing reports and keeping partners up to date and informed
• Develop new relationships with potential investors and maintain relationships with current investors
• Manage relationships with banks and financial advisors
• Perform annual reviews for portfolio components, including financial analyses and valuations for the Board
• Lead sourcing, design and project management functions of development projects
• Work with the family, outside advisors, attorneys, and foundations regarding estate and succession plan
• Manage the deal processes, including performing due diligence, market research, reviewing of legal documents while managing external deal team
• Review of legal documents as needed
• Perform investor communications; produce capital calls; review and approve distributions
• Manage cash flow forecast model, financial obligations, and investment allocation
• Handle the annual budgeting process
• Interface with the Firm's external resources including legal, accounting, and financial consultants
• Identify revenue opportunities and cost savings opportunities
• Degree in Finance, Management or field; MBA highly preferred
• 10 or more years of experience in family office, private equity, real estate, banking or related field, most recently serving in a very senior role
• Outstanding financial analysis & modeling experience
• Strong knowledge of financial markets, investment analysis and investor relations
• Experience managing talented financial professionals and processes
• Familiarity with legal documents such as Operating Agreements and Contracts
• Elite communication and interpersonal skills