HEM Family Office (“HEMFO”) provides financial and other services in support of a multi-generation family. We operate with a long-term strategic and investment orientation. HEMFO serves our family clients with professionalism, discretion, and excellent customer service. Details below.
Job Description
This investment professional will be critical to the development and execution of strategy for HEMFO and individual clients including asset allocation, sourcing, due diligence, underwriting, execution, monitoring, and reporting. The role will have the opportunity to help shape and grow the investment strategy and will report directly to the CEO as part of a small investment and administrative team. The investment professional will also support tax, estate planning, and other services for family clients. Additionally, the investment professional will work with the Crowne team on periodic projects. This job description is not all-inclusive—the investment professional may perform other related duties as required to meet the ongoing needs of the organization.
Responsibilities
- Assist the CEO in development and implementation of investment strategy, asset allocation guidance, tax and estate planning strategies, and other projects in support of HEMFO and individual clients.
- Identify and analyze new investment opportunities across asset classes via independent research, due diligence, financial modeling, and sensitivity analysis to support investment decision-making.
- Conduct and coordinate monitoring, support, and operations activities of all investment portfolios; monitor capital calls and distributions and contribute to liquidity risk management within the portfolio.
- Create and maintain financial reporting for various investment entities.
- Work collaboratively across both HEMFO and Crowne organizations on ad hoc projects.
- Attend investor committee (IC) meetings, draft HEMFO Advisory Board-facing IC memos, and compile and track follow-on tasks.
- Maintain concise notes of calls, investment discussions, and meetings.
- Build and maintain a strong network of relationships with external asset managers, peer investors, and other parties.
- Assist the CEO with any other tasks, responsibilities, or projects as needed to support HEMFO.
Qualifications
- 2–6 years of financial services experience, with a preference for experience in investments and valuation such as investment consulting, alternative investments, asset management, or investment banking.
- Strong academic background with a bachelor’s degree in business, finance, economics, or other relevant field of study.
- Demonstrated passion for investing and a strong understanding of investment, risk management, capital markets, and finance fundamentals.
- Excellent written and verbal communication skills with the ability to adjust your style to fit different audiences.
- Strong interpersonal skills and comfort working both independently and as part of a team.
- Ability to evaluate conflicting information and willingness to modify decisions based on changing or updated data points.
- Commitment to high-quality work and meticulous attention to detail.
- Ability to prioritize multiple tasks and plan/manage simultaneous projects in their entirety while ensuring timely delivery.
- Proficiency in Excel, PowerPoint, and Word.
- Excellent financial and investment modeling skills.
- Familiarity with new technologies and an openness to adopting and implementing technology within evolving investment, accounting, and reporting processes.
This role will be full-time, in-person, and located in Birmingham, AL. Periodic travel may be required.
Application
Interested parties should submit a resume and brief responses to the questions below to kirk.mobley@hemfo.com.
- What is one thing we should know about you that is not obvious when reviewing your resume?
- In your opinion, what is the most important factor influencing investment and capital markets today?
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