We are seeking an experienced and analytical Portfolio Manager to lead investment strategy and portfolio oversight for a highly respected private family office in Tysons Corner, VA. The ideal candidate will bring a disciplined approach to managing a diversified portfolio including equities, fixed income, private equity, and alternative investments.
The Portfolio Manager will be responsible for both strategic asset allocation and tactical investment decisions in coordination with the principals and external advisors. This is a key role within a sophisticated family office that values discretion, long-term thinking, and rigorous financial analysis.
This position offers a dynamic blend of research, execution, and relationship management, providing direct exposure to high-level decision-making and impact across generations. The successful candidate will be proactive, data-driven, and capable of presenting complex investment information in a clear and concise manner.
This family office manages a diversified portfolio of investments and philanthropic initiatives on behalf of a multi-generational family with significant business holdings. The principals are thoughtful, private, and deeply engaged in both their commercial ventures and community endeavors. They value professionalism, integrity, and proactive communication from their internal team.
With a culture of long-term stewardship, the office maintains an environment that encourages collaboration, innovation, and disciplined financial management. The team operates with the same rigor and accountability found in institutional investment settings, yet within the highly personalized and values-driven structure of a private family office.
This role offers the opportunity to join a respected and growing team where strong analytical insight, judgment, and commitment to excellence are recognized and rewarded.
Investment Management & Analysis
Lead portfolio analysis, risk assessment, and performance monitoring across all asset classes
Conduct market research and provide informed recommendations to principals and the investment committee
Maintain and update financial models, benchmarking performance against strategic objectives
Manage liquidity planning and ensure appropriate cash flow coverage for investment and operational needs
Reporting & Communication
Prepare detailed quarterly performance reports and ad hoc analysis for family members and advisors
Present portfolio reviews and recommendations in clear, concise, and data-supported formats
Coordinate with external managers, custodians, and accountants to ensure accuracy and timeliness of reporting
Maintain internal documentation of investment decisions, strategy changes, and performance notes
Strategy & Implementation
Execute trades and manage rebalancing in accordance with agreed-upon investment policy statements
Evaluate and recommend new investment opportunities aligned with the family’s objectives and risk tolerance
Support due diligence on private equity, venture, and real estate investments
Collaborate with tax advisors and legal counsel to structure investments efficiently and compliantly
Governance & Oversight
Ensure adherence to internal controls, compliance protocols, and reporting standards
Support the development and refinement of investment policies and risk management frameworks
Provide oversight of third-party investment managers and performance metrics
Participate in periodic audits, reviews, and family meetings as required
Bachelor’s degree in Finance, Economics, or related field; CFA preferred
Minimum 7–10 years of investment management experience, preferably within a family office, RIA, or institutional setting
Proven track record in portfolio construction, asset allocation, and risk management
Strong quantitative and analytical skills with mastery of Excel and financial modeling
Exceptional written and verbal communication skills for reporting to both sophisticated and non-technical audiences
Demonstrated discretion and confidentiality when handling sensitive financial information
Collaborative mindset with the ability to work independently and manage multiple priorities simultaneously
You are a disciplined and detail-oriented investment professional who combines technical skill with sound judgment. You take pride in your analytical rigor, communicate with clarity and confidence, and approach portfolio management with both humility and precision.
You thrive in an environment that values integrity, discretion, and long-term vision. You understand that in a family office setting, trust is paramount and every decision contributes to the broader mission of stewardship and legacy preservation.
You enjoy being part of a small, high-performing team where your contributions have visible impact and your expertise is both respected and relied upon.
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Employment has changed drastically the past few years—how we work, the type of work we do, and even where we work. Yet, while the world adapts, solutions for hiring private staff seem to be stuck in the past.
At Old State Staffing, we believe the status quo is not enough, and that those who decide now is the time to settle will be left behind. In the face of great change, tinkering around the edges simply won’t do. Since Day 1, our approach has been built on four key principles:
We’ve built Old State Staffing from the ground up, implementing the same cutting-edge recruiting tools used by the nation’s largest family offices. Historically inaccessible to smaller clients, these tools improve the tracking and management of talent, utilize machine learning for smarter searches, and intuitively compare compensation and qualification benchmarks both regionally and nationally. This allows us to find and match families with the best candidates quicker and more efficiently than ever before.
We knew from the start that our team would be our greatest differentiator. That’s because our agency is composed entirely of family office professionals who know what exceptional candidates look like; because we’ve applied to, managed, and hired for each of those positions ourselves.
Building and maintaining relationships is important today, more than ever before. We place immense value on our relationships, not just with our clients, but our candidates, and the community at large. We spent our “pandemic years” building partnerships with local universities, to open the doors of private staffing to recent college graduates in the most educated metropolitan area in the world.
Change is inevitable, yet private staffing has historically lagged in both hiring and employment standards. We’ve always been disruptors, first to adopt AI and machine learning—ensuring smarter, faster, more accurate matches for our clients.
We know that choosing an agency is a personal decision, and we’re honored for the time you have spent considering us as a partner in your search. If you haven’t spoken to us yet, let me be the first to say that we can’t wait to introduce you to our contacts, to guide you through the hiring process, and to introduce you to the perfect candidate. We know the stakes are high, but so are the rewards. With Old State Staffing you’ll be empowered to make informed, meaningful hiring decisions, so you can continue to thrive in a world that’s spinning faster every day.
Adam Cook
Founder & Managing Director
