The Investment Principal 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 role will be strongly focused on client investment strategy and new client development.
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.
Qualifications / Attributes
The ideal candidate is intellectually curious and possesses strong quantitative and analytical skills with an active interest in investment and capital markets. Good problem-solving and interpersonal skills and the ability to thrive in a collaborative working environment are essential. The ideal candidate will have excellent communication skills, quality assurance capabilities and the ability to adapt to fluctuating requirements and priorities. The role requires a high degree of numeracy, strong quantitative and presentation skills, and an ability to produce zero-defect work to tight deadlines, often while working on several tasks concurrently. An established knowledge of capital markets is important – including familiarity with different asset classes and sufficient understanding of portfolio management; passion for learning sophisticated investment strategies and a commitment to lifelong learning are a must.
The ideal candidate will have 6-10 years of experience in asset management, investment banking, management consulting, or a related field. A CFA or similar qualification is a plus but not a requirement.
Compensation / Benefits
Our salary and benefits package is competitive and includes a base salary, a performance-based cash bonus and a deferred compensation 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.
Hiring Manager: Sud Murugesu, Head of West Coast