Investment Analyst

San Francisco

Position Description

The Analyst located in San Francisco will be a part of a diverse group that now requires an additional experienced 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 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 collegial 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%): Creating investment strategy from inception to client presentation and execution, both virtually and in person. Managing clients’ balance sheets, preparing asset allocation analyses, and investment recommendations. This role requires the ability to produce client-ready work on tight deadlines.

Business Development (40%): Preparing pitch materials including evaluating existing portfolios, crafting Requests for Proposals, assisting with researching, identifying, and tracking prospective clients.

Investment Research (10%): Occasionally accountable for the investment due diligence process including sourcing and monitoring new investments. Responsible for conducting qualitative and quantitative analyses that require strong Excel modelling skills.

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.

Qualifications

Our analyst role is a 2-year entry-level program. The ideal candidate will have an undergraduate degree from a top institution alongside a strong record of academic achievement. Interest or steps taken towards becoming a CFA Charterholder is preferred, but not essential.

Compensation / Benefits

Our salary and benefits package is competitive and includes a base salary, a performance-based cash bonus and a profit share program directly linked to firm profitability, designed to support retention and incentivize long-term employees. Partners Capital is committed to the development of its staff and provides extensive on-the-job learning and training opportunities. We also support pursuit of professional certifications as appropriate to each individual.

Benefits 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.

Contact Details

Hiring Manager: Sud Murugesu, Head of West Coast
Please apply on Handshake or send your CV, cover letter highlighting up to three accomplishments of which you are most proud (max 300 words), and transcripts to [email protected] with the subject: San Francisco Investment Analyst. Further information about Partners Capital is available on our website www.partners-cap.com.