At a Glance
- Tasks: Engage with investors, advise on capital strategy, and leverage your network for introductions.
- Company: Nassau Street Partners is a boutique investment bank focused on private placements and investor relations.
- Benefits: Earn a monthly retainer of $3,000–$5,000 with optional upside on introductions.
- Why this job: Join a lean team where you can make a real impact without endless meetings.
- Qualifications: Extensive experience in family office investing; former CIO or senior allocator preferred.
- Other info: This role is perfect for those seeking flexibility while staying active in the investment space.
About Nassau Street Partners:
Nassau Street Partners is a boutique investment bank focused on private placements and investor relations across venture-stage and growth companies. We specialize in raising capital from family offices, independent investors, and alternative asset allocators. We’re looking to bring on a Senior Advisor with deep experience in the family office ecosystem—someone who can lend institutional credibility, join investor-facing calls, and support relationship building at the highest levels.
Who You Are:
You’ve been on the inside of a family office—or you\’ve spent your career working with them. Maybe you’ve led a family office, served as CIO, or sat on the investment committee. You understand how families evaluate deals, what they care about, and how to speak their language. You\’re not looking for a full-time gig, but you want to stay active and aligned with a high-energy platform that’s raising real capital.
Role & Responsibilities:
Participate in investor and prospect calls to add credibility and insight
Advise on investor messaging, capital strategy, and family office preferences
Serve as a trusted voice of experience in conversations with founders and allocators
Optional: Make investor introductions within your personal network
Compensation:
$3,000–$5,000 per month retainer
Optional upside on investor introductions or capital participation
Ideal Profile:
Experienced, polish, and extensive experience in family office investing
Former family office CIO, Managing Director, or senior allocator
Deep understanding of private markets, early-stage capital, and alternative investments
Strong existing network of single and multi-family offices (preferred, not required)
Why Join Us:
We’re lean, direct, and execution-driven. You won’t be buried in meetings or decks—you’ll play a visible, high-impact role on real deals. Join us in shaping the future of private capital access.
Senior Advisor - Family Office employer: Nassau Street Partners
Contact Detail:
Nassau Street Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Advisor - Family Office
✨Tip Number 1
Leverage your existing network to connect with individuals who have experience in family offices. Reach out to former colleagues or industry contacts who can provide insights or even refer you directly to decision-makers at Nassau Street Partners.
✨Tip Number 2
Stay updated on the latest trends and developments in the family office space. This knowledge will not only help you in conversations but also demonstrate your commitment and expertise during any discussions with the team at Nassau Street Partners.
✨Tip Number 3
Prepare to discuss specific examples from your past experiences that highlight your understanding of family office dynamics. Be ready to articulate how you've successfully navigated investor relationships and capital strategies in previous roles.
✨Tip Number 4
Consider attending industry events or webinars focused on family offices and private capital. Engaging in these platforms can help you meet potential colleagues and showcase your enthusiasm for the role, making you a more attractive candidate.
We think you need these skills to ace Senior Advisor - Family Office
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of the Senior Advisor position. Familiarise yourself with Nassau Street Partners' focus on family offices and private placements.
Tailor Your CV: Highlight your relevant experience in the family office ecosystem. Emphasise any roles you've held that align with the job description, such as CIO or Managing Director, and showcase your understanding of private markets and alternative investments.
Craft a Compelling Cover Letter: Write a cover letter that speaks directly to Nassau Street Partners. Discuss your experience with family offices, your network, and how you can add value to their team. Use specific examples to illustrate your points.
Showcase Your Network: If you have an existing network of family offices, mention this in your application. Highlight any successful introductions or relationships you've built, as this aligns with the role's responsibilities.
How to prepare for a job interview at Nassau Street Partners
✨Showcase Your Experience
Make sure to highlight your previous roles within family offices or your experience working closely with them. Share specific examples of how you've contributed to investment decisions or relationship building, as this will demonstrate your credibility and understanding of the ecosystem.
✨Understand Their Language
Familiarise yourself with the terminology and nuances of family office investing. During the interview, use relevant jargon appropriately to show that you can communicate effectively with potential clients and stakeholders.
✨Prepare for Investor-Facing Scenarios
Anticipate questions or scenarios that may arise during investor calls. Be ready to discuss capital strategies and family office preferences, showcasing your ability to provide valuable insights and advice in real-time.
✨Leverage Your Network
If you have a strong network of family offices, be prepared to discuss how you can leverage these connections for the benefit of Nassau Street Partners. Mention any potential introductions you could facilitate, as this demonstrates your proactive approach and value to the team.