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CEO's Family Office, Senior Director- Investment Portfolio Experience, a Korean/English Bilingual

2 months ago


Fort Lee, United States On Target Executive Search, A Division Of On Target Staffing LLC Full time

CEO's Family Office, Senior Director- Investment Portfolio Experience, a Korean/English Bilingual - Full-Time, Fort Lee, NJ

A Fashion Brand Company


About Our Client

Our client is a wonderful workplace to take pride in as it has great ratings, and boasts having brands of famous all-American Athletic sportswear. Our client is an American wholesale clothing and fashion company, designer, distributor, licensor, and marketer based in Fort Lee, New Jersey, with operating headquarters in New York City. The company was founded in 1991.

Our client prides itself on a great supporting team culture and an organization that thinks big, to regrow the business as big as it can grow. The candidate also benefits from the growth trajectory of the organization.


The office is in an excellent location in upscale Fort Lee, NJ. The area is known for its great neighborhoods and top education systems in New Jersey State, making it an ideal place for the candidates and families. A super easy commute to Manhattan, NY is only a 5 minute drive via the George Washington Bridge, offering a scenic view of the Hudson River and the Upper West Side. Additionally, the location is within a 15 -20 minute drive to major international airports, A-rated shopping malls, restaurants, golf range, and walking distance to great cafes, bars, restaurants, a local theater, and Modern Building complexes. Also, there are frequent and multi route NJ transit buses to and for Manhattan as well as nearby neighborhoods.


Overview:

Our client is looking for a Korean/American bilingual candidate with experience as a Senior Director in Investment Management, and Investment-Portfolio Management Specialist experience for the company's CEO to handle multiple areas of the CEO’s Family Office Investment Portfolio.


Position: Family Office Senior Director


Job Description

Investment Management – Investment Portfolio Management Specialist. Market trend analysis and Trend Forecast accuracy

Evaluation of the overall financial situation.

Determining the investment objectives and philosophy of the family.

Determining risk profiles and investment horizons.

Asset allocation – deciding on the mix between capital market and non-capital market investments.

Supporting banking relationships.

Managing liquidity for the family.

Providing due diligence on investments and external managers.


Organizational Management

Team operation planning and implementation,

support for establishing departmental work standards.

Cultivating executive talent.

Middle manager capable of managing an organization

Tax Management

Overall Tax Planning

Estate Planning overall understanding and work sharing

Secretarial work - general understanding and sharing of work of family office


Qualification

Investment Management - Investment sector knowledge and experience (Minimum 3~5 years)

Organizational Management – Excellent communication and human skills, Equipped with Managerial Mind, Leadership, Experience in working with C-level Officers and Management

Tax Management - Accounting/Taxation major/experience preferred.

Others – Communication skills, Organization and Time Management, Interpersonal skills, Attention to detail, problem solving skills


Benefits Package Includes:

  1. 401K
  2. PTO(Paid Time Off) & Vacation Days
  3. Health, Dental and vision Insurance
  4. Wellness support Program
  5. Summer Friday