The Director, Private Investments leads the strategic management and oversight of the Founder & CEO’s personal investment portfolio and foundation assets. This senior-level role ensures alignment with financial objectives, risk tolerance, and philanthropic mission. The ideal candidate brings deep investment expertise, sound judgment, and the ability to act as a trusted advisor on complex financial and strategic matters.
Key Responsibilities
Investment Strategy & Portfolio Management
- Develop and execute comprehensive investment strategies for both personal and foundation portfolios.
- Drive asset allocation decisions across public markets, private equity, hedge funds, real estate, and alternative investments.
- Oversee portfolio performance and rebalance as needed based on benchmarks and market conditions.
- Lead due diligence and manager selection for new investments.
- Manage relationships with external advisors and service providers.
Foundation & Philanthropic Oversight
Align investment strategies with the foundation’s mission, grantmaking goals, and long-term sustainability.Partner with Family Office leadership to develop spending policies that balance immediate philanthropic priorities with multigenerational legacy.Oversee ESG and impact investing initiatives.Ensure compliance with foundation-specific regulatory and reporting requirements.Risk Management & Governance
Establish and maintain robust investment risk management frameworks.Develop governance structures and investment committee processes.Ensure compliance with fiduciary duties and applicable regulations.Deliver comprehensive and transparent reporting for all stakeholders.Relationship Management & Advisory
Build and maintain strong relationships with investment banks, family offices, and institutional partners.Collaborate with legal, tax, and accounting professionals on investment-related matters.Provide strategic recommendations and regular updates to the Founder & CEO and relevant boards.Perform other duties as required by business needs.Qualifications
Knowledge & Experience
12 to 15+ years of experience in investment management or related fields.Proven track record managing high-net-worth portfolios ($100M+ AUM).Experience with foundations, endowments, or family offices strongly preferred.Background in private equity, wealth management, or institutional investing.Experience operating in a VUCA environment, making decisions with incomplete information, and guiding leadership through change.Skills & Competencies
Deep expertise in asset allocation, portfolio construction, and risk management.Strong knowledge of alternative investments (private equity, hedge funds, real assets).Proficiency in investment management systems, performance measurement, and reporting tools.Understanding of tax, estate planning, and philanthropic structures.Familiarity with ESG and impact investing frameworks.Exceptional communication and presentation skills; able to distill complex concepts clearly.Strong analytical, strategic, and organizational skills.Proven leadership ability and stakeholder management experience.High level of discretion, integrity, and alignment with family values and philanthropic mission.Duties and responsibilities, as required by business necessity may be added, deleted, or changed at any time at the discretion of management, formally or informally, either verbally or in writing. Scheduling, assignments, and work location may be changed at any time, as required by business necessity.
Krause Group believes in People First. We are an Equal Opportunity Employer building a culture of equity and inclusion.
Krause Group Purpose
Our purpose is to enhance the way people experience the world.
Krause Group Mission
Our mission is to nurture our family of brands, creating opportunities to do good in the world.
Krause Group Values
Agility- We challenge the status quo with open minds, flexibility, and speed. We are comfortable being uncomfortable. We view change as opportunity.Courage - We take risks. We innovate. We win or learn. We push limits, disrupt norms, and define our own path.Growth Mindset - We are building an organization and legacy that will outlive us. We are continuously learning. There is no final-destination, only the journey to be better than we were yesterday.Inclusion - We actively seek and welcome alternative points of view. Diverse perspectives improve decision-making and make us all more successful.Integrity - We do the right thing, even when it’s difficult. We do not take shortcuts and always take accountability.Community Focused - We are committed to positively impacting our communities, stakeholders, and associates. We do good and encourage others to join us.