Senior Investment Associate

Partner's Capital•San Francisco, CA

3d•Hybrid

About The Position

The Senior Investment Associate located in San Francisco will be a part of a diverse group that now requires an additional team player who will have wide-ranging, client-facing responsibilities. This multi-faceted role requires someone who is comfortable in our entrepreneurial environment as we develop our business, combined with the analytical and creative strengths required to implement our investment strategy. Meticulous attention to detail, ability to think critically, and an execution-oriented, positive attitude are key attributes we look for. Excellent written and verbal communication competencies are required for interacting with clients, third parties, and firm leadership. Our goal is that this individual remains will help the West Coast office achieve its ambitious goals and provide career growth. Our team puts a premium on transparency to maintain a meritocratic and collegiate environment. As a rapidly growing business, we seek team members with a strong work ethic and intellectual curiosity who will contribute as soon as they join us.

Requirements

Active passion for investing
3-6 years’ experience in a professional services role (e.g., management consulting, investment banking, or asset management)
Undergraduate degree with a strong track record of academic achievement
Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Strong quantitative skills and detail-orientation
Excellent problem-solving and interpersonal skills
Ability to thrive in a collaborative working environment
High intellectual curiosity and willingness to contribute to the overall success of the business

Nice To Haves

Interest or steps taken towards becoming a CFA Charterholder is preferred, but not essential.

Responsibilities

Support the management of individual client portfolios and relationships.
Maximize long-term client portfolio investment performance, subject to applicable portfolio constraints, and provide exceptional client service.
Prepare recommendations related to client portfolio asset allocation and external manager selection.
Monitor portfolio exposures on an ongoing basis.
Rebalance investments, as necessary, to ensure that the portfolio adheres to stated goals and constraints.
Manage liquidity to meet capital requirements of the client.
Prepare materials for client portfolio update meetings.
Support responding to client questions regarding managers, exposures, investment strategy, and operational matters.
Conduct ad-hoc analyses to respond to client requests related to, for example: external investment opportunities, debt issuance, charitable giving, and/or estate planning.
Manage, develop and mentor junior team members who will support the Senior Investment Associate in their range of responsibilities.
Prepare pitch materials including evaluating existing portfolios, crafting Requests for Proposals, assisting with researching, identifying, and tracking prospective clients.
Innovate new lines of business.
Occasionally accountable for the investment due diligence process including sourcing and monitoring new investments and leading initial meetings in the research process.
Conduct qualitative and quantitative analyses that require strong Excel modelling skills.
Ensure all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.