Investment Manager.

Corient Family Office Advisory (formerly Fortcay Family Office Advisory) is seeking an experienced Investment Manager to join the team.

Summary: The Investment Manager will be responsible for managing a portfolio of high-net worth family office clients and leading a team of associates / analysts. On a daily basis, the successful candidate must ensure the safety of investors’ funds, support in earning maximum returns, and provide timely advice to ensure clients keep up with market trends. The Investment Manager will monitor the performance of investments, adjusting them based on client’s wants and needs.

The successful candidate will be responsible for:
• Performing due diligence on new investment opportunities
• Issue and manage investor agreements as required
• Ensure current investor agreements are adhered to
• Establish and develop relationships with internal and external stakeholders including, but not limited to, fund managers and financial analysts
• Assess multiple asset classes including, but not limited to, private equity, fixed income, real estate, and venture funds
• Establish and understand clients financial and aspirational long-term goals
• Prepare and provide clients with a comprehensive financial plan, which must be reviewed frequently and adapted to align with market trends and fluctuating client goals
• Provide advice to clients on a broad range of both public and private investments
• Analyse securities and provide recommendations to clients regarding investments
• Articulately communicate the incorporation of investment strategies within an overall portfolio strategy and unique solutions to clients
• Lead the establishment of structures for the purpose of estate planning
• Manage a team of analysts and associates
• Additional duties as required

Skills and Experience required
• 5-7 years of experience in private wealth management / family office and investment banking / private equity, or similar roles
• 2-4 of these years working directly with high-net-worth individual and institutional clients
• Bachelor degree within finance, business, economics, accounting or similar field required
• CFA (Chartered Financial Analyst) or equivalent qualification required
• Due diligence knowledge of direct (public equities, real estate) and indirect investments (buyout, venture, and hedge funds) is required
• Experience leading a team in challenging circumstances is essential for the role
• Exceptional written and verbal communication skills
• Expert knowledge of Excel including valuation, cash flow management, and performance attribution
• Experience working with Addepar software
• Prior experience establishing structures for estate planning purposes
• Ability to work autonomously and self-motivate
• Confidentiality, and the ability to keep information secret, when necessary, are required

Those interested, please send your resume to richard.ohagan@corient.com by November 25, 2026