About the Family Office
This private amily office is an Orem, Utah-based single-family office managing ~$300M in total assets across a diversified portfolio of private investments, real assets, and liquid holdings. The office takes a conviction-heavy approach to private markets, with the majority of assets deployed across direct investments in private equity, venture capital, real estate, and private credit — spanning ~150 positions and reflecting a significantly higher private allocation than most family offices of comparable size.
This search is being conducted confidentially on behalf of a private single-family office. Additional information regarding the family office’s identity will be shared with candidates who advance beyond the initial screening conversation.
About the Role
The Head of Portfolio Operations will report directly to the family principals and work alongside the Head of Private Investments to actively manage and create value across the family office’s private investment portfolio. The primary focus of this role is portfolio monitoring and value creation building deep relationships with management teams, identifying opportunities to accelerate growth or improve operations, and helping drive meaningful outcomes across a diverse set of holdings. The family office is in an exciting phase of growth — the principals are young, entrepreneurial, and actively building out the team, processes, and infrastructure to support an expanding portfolio. This is an early hire with
real ownership potential. The ideal candidate has 4-7 years of experience and has lived on both sides of the table: enough operating experience (Finance, Strategy, Ops, Chief of Staff, etc.) to add real value to management teams, and enough finance fluency (PE, IB, RE, etc.) to engage credibly on investments.
Key Responsibilities
Portfolio Monitoring & Value Creation
Ongoing Portfolio Oversight
- Serve as the day-to-day point of contact for portfolio company management teams, maintaining active and trusted relationships across the holdings.
- Track KPIs, financial performance, and operational milestones across all direct investments.
- Regularly attend management meetings, board meetings, and advisory sessions as a representative of the family office.
- Prepare and maintain portfolio monitoring materials, including performance summaries and valuation updates.
Value Creation Initiatives
- Work directly with management teams to identify and execute on operational, strategic, and financial improvement opportunities within portfolio companies.
- Assist management teams in areas where the family office can add tangible value — including introductions to customers, partners, lenders, or advisors.
- Push forward initiatives to capture pre-negotiated ancillary revenue opportunities for the family office, such as debt origination fees, payment processing volume w/ preferred provider, advisory fees, etc.
- Implement creative solutions to drive liquidity across a portfolio that may include illiquid or complex holdings.
- Support portfolio companies through periods of transition, stress, or strategic inflection, providing both analytical and operational guidance.
Deal Diligence (as needed)
- Assist the Head of Private Investments in evaluating and prioritizing inbound opportunities, providing initial screening assessments and deal summaries.
- Participate in due diligence processes on new investment opportunities — including financial analysis, market research, management reference calls, and operational assessments.
- Leverage operating experience to evaluate the quality of management teams, business models, and operational infrastructure during the diligence process.
- Assist with the preparation of investment memos and recommendation materials for the Head of Private Investments and family principals.
Special Projects (as needed)
- Given the entrepreneurial and evolving nature of the family office, this role may be called upon to assist with operational and administrative initiatives outside of the core investment mandate.
- Potential areas of involvement include financial reporting, entity administration, banking coordination, vendor management, and other COO-adjacent responsibilities as the organization continues to grow and build out its team.
- The ideal candidate will embrace this aspect of the role with a low-ego, team-first mentality — understanding that early-stage family offices require flexibility, adaptability, and a willingness to contribute wherever needed.
