About this opportunity
Career Group Search lists this Financial, Investment & Operations Director opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
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
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.