Director of Financial Planning and Analysis

New Director, Financial Planning & Analysis opening supporting the family office of a leading alternative investment management firm! The ideal candidate is a self-starter who is capable of managing complex and highly confidential information while driving process improvement. This is an exciting opportunity for a detail-oriented professional with sound financial judgment and discretion, seeking to work directly with a family's principals and their outside advisors at a top-tier alternative investment firm. About the Firm Based in Boston, MA Leading global alternative investment manager Tight knit, high-trust team environment Comprehensive benefits, including health, life, and disability insurance, generous PTO, and 401(k) Snacks, lunches covered in office, gym, other fringe benefits High level of exposure to firm principals and outside advisors Responsibilities Lead financial planning and investment administration functions for the family office, serving as the principal financial point of contact for the family Oversee recurring reporting deliverables, including cash reporting, unfunded-commitment reporting, and net asset/investment schedules, plus the 10-year financial projection model and annual budgeting cycle Lead diligence coordination on new investment opportunities, including entity structuring, and execution of new investments Partner with estate counsel and principals on estate documentation, gifting strategy, lifetime exemption tracking, and wealth transfer planning Manage external credit facilities and intra-family loan tracking Take on special projects and analyses as directed by principals #J-18808-Ljbffr