Research & Strategy Advisor, Schonfeld Family Office

Role overview

• The Schonfeld Family Office is seeking a highly organized, thoughtful and structured individual to serve as a research-driven thought partner across all aspects of the Principal’s business and personal activities, and long-term strategic initiatives
• The position reports directly to the Principal and operates independently from the associated hedge fund operations
• This individual should be self-sufficient in advancing multiple projects without significant day-to-day guidance while maintaining clear communication and structured updates
• The mandate is intellectual partnership, research, organization, and structured strategic thinking. This will include, but is not limited to:  Generational wealth strategy and long-term family planning Estate and trust structure optimization Tax efficiency research and solving for tax leakage Portfolio construction and after-tax return analysis across diversified assets Evaluation of potential new business lines and strategic pivots Behavioral finance and investor psychology Organization and cataloging of ideas, AI research, and long-term thinking frameworks Technology solutions and AI optimization for research and information management Strategic mentorship support for adult children Business planning and guidance for family entrepreneurial initiatives In-depth study of multi-strategy hedge funds and competitors Analysis of how financial firms evolve over decades Case studies of industry leaders Monitoring structural shifts within the hedge fund industry Studying competitor strategy and positioning
• Generational wealth strategy and long-term family planning
• Estate and trust structure optimization
• Tax efficiency research and solving for tax leakage
• Portfolio construction and after-tax return analysis across diversified assets
• Evaluation of potential new business lines and strategic pivots
• Behavioral finance and investor psychology
• Organization and cataloging of ideas, AI research, and long-term thinking frameworks
• Technology solutions and AI optimization for research and information management
• Strategic mentorship support for adult children
• Business planning and guidance for family entrepreneurial initiatives
• In-depth study of multi-strategy hedge funds and competitors
• Analysis of how financial firms evolve over decades
• Case studies of industry leaders
• Monitoring structural shifts within the hedge fund industry
• Studying competitor strategy and positioning
• Years of experience: between 5-10 years of prior consulting/family office experience
• Location: remote, with a requirement to travel to Old Westbury, NY on average 1x/week
• Approximate hours per week: 45 (no weekend work required)
• Generational wealth strategy and long-term family planning
• Estate and trust structure optimization
• Tax efficiency research and solving for tax leakage
• Portfolio construction and after-tax return analysis across diversified assets
• Evaluation of potential new business lines and strategic pivots
• Behavioral finance and investor psychology
• Organization and cataloging of ideas, AI research, and long-term thinking frameworks
• Technology solutions and AI optimization for research and information management
• Strategic mentorship support for adult children
• Business planning and guidance for family entrepreneurial initiatives
• In-depth study of multi-strategy hedge funds and competitors
• Analysis of how financial firms evolve over decades
• Case studies of industry leaders
• Monitoring structural shifts within the hedge fund industry
• Studying competitor strategy and positioning
• The base pay for this role is expected to be $300,000. The expected base was predicated on information at the time this post was generated. This role may also be eligible for other forms of compensation such as a performance bonus and a competitive benefits package. Actual compensation for the successful candidate will be determined based on a variety of factors such as skills, qualifications, and experience.