Chief Operating Officer
Vor 5 Tagen
Join to apply for the Chief Operating Officer role at Davidson Strategic partner to the CEO in a private investment business with a diversified global portfolio. Lead operations, governance, and cross‑border complexity. Shape long‑term impact in a discreet, values‑led family office. About the role The COO will be responsible for the operational, financial, and fiduciary functions of the family office and its affiliated charitable foundation. As a hands‑on partner to the CEO, you'll bring structure and rigour to complex global investments, cross‑jurisdictional compliance, and evolving technology systems – all in service of the family's multigenerational vision. This is a high‑trust, high‑impact role for a commercially minded operator who thrives on detail, discretion, and continuous improvement. Key responsibilities Drive day‑to‑day operational excellence across finance, compliance, service‑provider management, and reporting. Lead the implementation of AI‑enabled systems to increase efficiency and data‑driven decision‑making. Act as a thought partner to the CEO, with an eye on sustainable growth, risk mitigation, and long‑term value creation. Serve as a key liaison between the investment committee and external advisers. Oversee portfolio reporting, cash‑flow planning, capital calls, and policy implementation. Ensure fiduciary, legal, and tax compliance across a sophisticated structure of trusts, companies, and offshore entities. Support the ongoing operations and governance of an active charitable foundation. About you Years of commercial experience and the ability to adapt to new and challenging situations. Proven operational and financial acumen – ideally with global exposure. A collaborative leadership style grounded in integrity, humility, and sound judgement. A pragmatic, hands‑on mindset – comfortable shifting from strategy to execution. Strong understanding of investment principles and surrounding governance. Discretion, emotional intelligence, and the ability to work in service of the family's values and ambitions. Enjoy working as a key person in a small team. Deep respect for privacy, ethics, and long‑term relationship building. Why join? Join a lean, high‑performing team with a 20+ year vision. Help steward and grow a meaningful portfolio across multiple jurisdictions and asset classes. Contribute to a purpose‑led charitable foundation committed to quiet, impactful philanthropy. Be part of a culture that values curiosity, efficiency, and continuous improvement. Enjoy a relaxed but professional environment where performance and trust go hand in hand. A competitive salary is offered, with the potential to include an incentive scheme as part of the overall package. To apply, please click “apply now” and upload your CV and Cover Letter. For any questions not outlined in the PD and for a confidential discussion, please contact Kelly Lorentz, Senior Partner. Applications close on 12th June Davidson acknowledges the Traditional Custodians of the lands on which we work and live. We are also committed to equal opportunity and strive to promote diversity, inclusion, belonging, flexibility, and accessibility in all that we do. Should you require assistance in your interactions with us or through a recruitment process, please let us know so we can provide adjustments for you. #J-18808-Ljbffr
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Chief Operating Officer
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City of Brisbane, Österreich Davidson VollzeitJoin to apply for the Chief Operating Officer role at Davidson Join to apply for the Chief Operating Officer role at Davidson Strategic partner to the CEO in a private investment business with a diversified global portfolio Lead operations, governance, and cross-border complexity Shape long-term impact in a discreet, values-led family office Our client, a...
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