Investment Principal

3 weeks ago

Santa Clara, California, United States Partners Capital Full time

The Investment Principal 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 role will be strongly focused on existing client management and new client business development.

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 person remains with the firm over the long-term to help the West Coast office achieve its ambitious goals. 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.

Client Portfolio Management (50%): You will take the role of Chief Investment Officer (CIO) for your clients. This role includes:

  • Developing investment strategy by leveraging firm insights and applying them to both day-to-day portfolio management and more formal client presentation.
  • Providing general financial advice on topics including (but not limited to) estate planning, charitable giving, and external investment opportunities.
  • Internally, you will take a leadership role and focus on team development and on managing, developing, and mentoring junior team members who will support you in a range of responsibilities.

Business Development (40%): You will contribute to building our business and brand on the West Coast, which will require an entrepreneurial attitude regarding all aspects of marketing and broader client development. You will be involved in business development process from start to finish, including researching, identifying, and tracking prospective clients. As part of your role, you will also have the opportunity to support our innovation efforts in building new lines of business.

Investment Research (10%): This will not be a focus for the role, but you may be occasionally accountable for the investment due diligence process of managers located on the West Coast – including sourcing and monitoring new investments and leading initial meetings in the research process.

Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.

Additional responsibilities include:

  • Responsible for ensuring 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.

Qualifications / Attributes

  • 8+ years' experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus
  • Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus
  • Excellent problem-solving and interpersonal skills
  • Strong quantitative skills and detail-orientation
  • Ability to thrive in a collaborative working environment
  • Experience mentoring, training, and managing junior team members
  • Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)

Benefits and Compensation

Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible "results-focused" working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.

California requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our San Francisco office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in San Francisco is $165,000 to $210,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program.

Contact Details

Please send your CV to NorthAmericaRecruiting@partners-cap.com with the subject: San Francisco Investment Principal. Further information about Partners Capital is available on our website .

For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

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