Supports financial reporting, portfolio monitoring, cash management, banking administration, expense tracking, and operational matters for a family office and diversified investment portfolio. Prepares financial, budget, cash flow, and portfolio reports; maintains records and reconciliations; manages payments, documentation, and administrative activities; analyzes expenditures and risks; and drives process improvements while handling sensitive information with discretion.

Manages freight logistics operations, shipment coordination, 3PL performance, supply chain process alignment, and continuous improvement initiatives. The role partners with business units and procurement functions to implement digital and AI-enabled transformation, resolve operational issues, monitor KPIs, and share best practices across the organization. Requires logistics or related education, 5–7 years of freight and warehousing experience, strong stakeholder management, analytical capabilities, and willingness to travel up to 20%.

Prepares and administers contracts, coordinates approvals and execution, maintains legal records and invoices, supports trademark and patent filings and enforcement, and liaises with external counsel and internal stakeholders on legal and intellectual property matters.