We are seeking an experienced Chief Operating Officer to join a private investment platform and family office. Reporting directly to the Principals, the COO will oversee all day-to-day business operations, finance, accounting, technology, systems, governance, and strategic initiatives across the organization.

This is a highly visible leadership role requiring a commercially minded executive capable of building scalable infrastructure, improving operational efficiency, implementing best-in-class processes, and supporting the long-term growth of the business.

The successful candidate will act as the operational leader of the organization, ensuring the business has the appropriate controls, systems, processes, and resources to support investment activities and future expansion.

Key Responsibilities

Finance & Accounting

• Oversee all accounting, financial reporting, budgeting, forecasting and cash flow management activities.
• Ensure timely preparation of management accounts, financial statements and investor reporting.
• Manage external auditors, tax advisors, banks and other professional service providers.
• Oversee treasury management, liquidity planning and banking relationships.
• Establish robust financial controls, governance frameworks and risk management processes.
• Manage tax, regulatory and compliance related matters across jurisdictions.

Operations & Infrastructure

• Lead and oversee all business operations across the organization.
• Design and implement scalable operational frameworks to support future growth.
• Develop policies, procedures and controls to improve efficiency and reduce operational risk.
• Ensure operational resilience, business continuity and oversight of outsourced service providers.
• Manage vendor relationships and negotiate key service agreements.

Technology & Systems

• Drive digital transformation initiatives across finance and operations.
• Evaluate, select and implement new technology platforms and business systems.
• Lead ERP, accounting system, CRM and workflow automation projects.
• Improve data management, reporting capabilities and business intelligence solutions.
• Partner with internal and external technology teams to deliver strategic technology initiatives.
• Ensure cybersecurity, data governance and technology risk frameworks are appropriate for the business.

Strategy & Transformation

• Partner closely with the Principals on strategic planning and execution.
• Lead operational improvement initiatives and change management projects.
• Identify opportunities to enhance scalability, efficiency and profitability.
• Develop key performance indicators and management reporting to support decision making.
• Drive organizational transformation projects from concept through implementation.

Governance, Risk & Compliance

• Establish and maintain appropriate governance structures.
• Ensure adherence to regulatory obligations and best practices.
• Oversee contracts, corporate governance and entity management.
• Support legal, compliance and risk management activities.
• Maintain strong internal controls and operational risk frameworks.

Human Resources & Corporate Management

• Oversee HR operations including talent acquisition, compensation, performance management and employee development.
• Support succession planning and organizational development initiatives.
• Foster a high-performance and collaborative culture.
• Manage workplace operations, facilities and administrative functions.