About the Office
This is a single-family office based in Cape Town managing assets across a diversified, multi-asset international portfolio. The investment philosophy is long-term, globally diversified, and focused on traditional asset classes including international equities, fixed income, and alternatives.
The office is lean by design. You will operate with a high degree of autonomy and direct access to the principal, making this an exceptional opportunity for a qualified professional who wants meaningful responsibility early in their career.
Role Overview
We are looking for a Head of Family Office to take ownership of the day-to-day financial management, reporting, and operational oversight of the office. You will be the principal's trusted right hand on all financial matters, managing everything from portfolio administration and tax structuring to service provider coordination and compliance.
This is not a back-office admin role. You will be expected to think commercially, understand the portfolio at a strategic level, and proactively identify opportunities and risks. The principal is looking for someone who can grow with the office and take on increasing responsibility over time.
Responsibilities
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Investment Strategy & Portfolio Management: You will serve as the primary advisor on global market allocations, with a specific focus on US stocks, hedge funds, and long/short equity strategies. You are expected to critically evaluate fund strategies, expense ratios, and portfolio structures to provide proactive recommendations to the Principal.
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PE/VC Lifecycle Management: You will lead the end-to-end management of Private Equity and Venture Capital investments. This includes sourcing through your personal network, conducting rigorous due diligence, and managing relationships with founders and CEOs through to deal closure
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Strategic Advisory & "Push Back": This is not a back-office admin role. You are expected to have a point of view, think commercially, and have the confidence to "push back" on the Principal when an investment or financial decision does not align with the broader strategy.
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Operational Oversight: While general financial reporting and legal compliance will be supported by the broader team, you will maintain high-level oversight of consolidated reporting and multi-jurisdictional compliance to ensure nothing falls through the cracks.
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Relationship Management: You will act as the central point of contact for high-level external stakeholders, including fund managers, wealth managers, and specialist tax consultants.
Your Skills and Experience
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Qualified CA (SA): You must be a qualified Chartered Accountant with a minimum of three years post-articles experience. Specific experience in South African individual tax is mandatory
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Qualified Chartered Financial Analyst (CFA): Must have completed CFA level 3 exam
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Investment Fluency: You have a deep, technical understanding of international portfolio management across traditional and alternative asset classes. You are comfortable engaging with asset managers at a technical level regarding fund performance and risk.
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PE/VC Track Record: You have proven experience in the Private Equity or Venture Capital space, including a demonstrated ability to manage deals and navigate a network of founders and investors.
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Corporate Structuring: Experience in international tax efficient corporate structuring.
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Multi-Jurisdictional Expertise: You have experience managing financial affairs across multiple entities and currencies. Familiarity with the regulatory landscapes and the ability to remain dynamic to learn and stay abreast with new regulations.
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Commercial Maturity: You are a "commercially minded" professional who understands how financial decisions impact long-term strategy. You can translate complex data into clear, actionable narrative for a demanding Principal.
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Direct Communication: You are a concise and confident communicator, capable of raising issues early and managing expectations with a high degree of autonomy.