1+ months

AVP Investments, Family Office

Atlanta, GA 30303
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*Primary Location: *6205 Peachtree Dunwoody Rd NE, Atlanta, GA, USA
*Division: *Cox Enterprises
*Job Level: *Executive
*Travel: *Yes, 5 % of the Time
*Schedule: *Full-time
*Shift: *Day Job
*Requisition Number: *213318
AVP of Investments

Job Overview

We are seeking an AVP of Investments to join the Cox Family Office. This Family Wealth Management Professional will provide comprehensive investment and wealth management services to family clients including: ultra-high-net-worth individuals within the family, as well as related trusts and entities. They will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The ideal candidate will have extensive impact/mission related investing expertise. Duties include managing the delivery of the wealth management services to the client. This will involve maintaining regular communication with the client and working in consultation with the clients other advisors. This person will report directly to the CFO of the Family Office.


* Creation of the end-to-end investment platform for trusts, entities and individuals, including investment policy statements for each client.

* Manage relationships with asset and portfolio managers.

* Provide client consultation to develop investment objectives.

* Provide due diligence and guidance for investment opportunities to clients.

* Create reports on investment performance and activity.

* Communicate with clients about their accounts, market conditions and economic trends.

* Manage portfolios in line with agreed upon investment policy and asset allocation.

* Commensurate acceptable levels of risk based on client instructions.

* Handle financial products as required.

* Collaborate with CFO and Investment Committee to ensure compliance with policies and allocations.

* Partner with Private Trust Companies to ensure trust investments are appropriate in the trust structures.

* Lead RFP process for Investment Reporting & Performance software technology/platform.

* Partner with external advisors to restructure family investment partnerships by strategy (Enhanced cash, ESG, Impact, etc.)


* BA in a related field (investments, finance, law, accounting/tax, economics) and 10 years of related experience. Masters preferred.

* CFP, CPA, CFA or CIMA required

* Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment

* Strong understanding of investment strategies and risk management

* Excellent verbal and written communication skills

* Strong analytical and problem-solving skills

* High interest in and enthusiastic about economic and financial market trends

* Exceptional customer service with a client focus

Who We Are
*About Cox *
We are the Cox family of businesses. Weve been making our mark since 1898 by building and evolving world-class businesses, staying true to our values, and encouraging top talent to always look for growth and impact while building a career with us. Our primary divisions - Cox Communications and Cox Automotive - are driving a new wave of innovation, powering smart cities with powerhouse broadband communications and pioneering greener, more progressive transportation alternatives for individuals and fleet operators. Were also expanding into new spaces like cleantech and healthcare to rev up our momentum toward building a better future for the next generation. Were looking for the talent today who will be our leaders tomorrow. Sound intriguing? Learn more about where we are today, where we hope youll be going with us, and the common purpose that unites us at coxenterprises.com.

Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individuals age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.
Statement to ALL Third-Party Agencies and Similar Organizations: Cox accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. Cox is not responsible for any fees or charges associated with unsolicited resumes.


  • Computers Software and Hardware
Posted: 2021-04-21 Expires: 2021-07-17
Sponsored by:
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AVP Investments, Family Office

Cox Enterprises
Atlanta, GA 30303

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