Analyst, Portfolio Management Group

Company Name: Hall Capital Partners LLD

Job Contact: Apply on company website

Contact Email: N/A

Job Location: New York, NY

Date: 10/4/2017

Job description


Hall Capital Partners is an independent, privately owned SEC-registered investment advisor that builds and manages multi-asset class global investment portfolios for families, endowments, and foundations. As of March 31, 2017 we direct more than $30.2 billion of investment assets for our clients and a platform of pooled vehicle investors. Founded in 1994, our firm has approximately 150 employees that operate from offices in San Francisco and New York. We are typically responsible for investment strategy, asset allocation, and portfolio construction for globally diversified investment portfolios. The firm has a 20-year record of building and managing global investment portfolios and has established a strong reputation as a successful investor and partner. For many clients, we contribute significantly to other aspects of financial strategy, such as managing and diversifying concentrated public stock positions or advising on and facilitating wealth transfer and philanthropic strategies. We also manage private pooled vehicles. Our culture is centered on integrity, intellectual rigor, curiosity, client focus, performance, and fulfillment of our fiduciary responsibilities.Hall Capital Partners is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions. We seek to leverage these diverse experiences, backgrounds and viewpoints to best serve the needs of our clients.Position TitleAnalyst, Portfolio Management GroupThe Portfolio Management Group (PMG) is seeking bright, thoughtful and motivated professionals from all majors, experiences and backgrounds to join their team starting in early January 2018 and early July 2018. The PMG Analyst position is available in both our San Francisco and New York offices.This is a 2-year entry level analyst position with the potential for top performing analysts to expand and extend their engagement for an additional 3-years in the associate position.The analyst position offers an opportunity to develop experience in portfolio reporting, portfolio management, and client services while also gaining exposure to a wide range of asset classes in an intellectual, collegial environment. The individual will work as an integral member of various client relationships ranging from high net worth families to foundations and endowments. Analysts will be deeply involved in the execution and integration of portfolio management decisions in support of the Portfolio Manager and team.This is an excellent opportunity to launch a career as part of a world class organization whose values of RESULTS, INTENSITY, TRANSPARENCY AND CREATIVITY speak to the culture of our diverse organization.

Responsibilities Overview

  • Aggregate and track capital account balances and transactions across a wide range of asset classes (e.g. cash, fixed income, equities, hedge funds, private equity, and real assets) for multiple client portfolios

  • Deliver high quality quarterly client reports and presentations in Excel and PowerPoint that incorporate fund and portfolio performance, asset reconciliations, and pro forma balance sheets

  • Actively participate in day-to-day portfolio administration and time-sensitive investment coordination that can include, but is not limited to wire transfer requests, stock sales, investment funding and redemptions

  • Actively participate in and coordinate sensitive and complex estate planning transactions such as transfers of interest, partnership distributions, and charitable gifting

  • Review and prepare with extreme accuracy account opening paperwork, subscription documentation, compliance reporting questionnaires, and annual/quarterly certifications

  • Liaise with clients, family office staff, tax advisors and investment managers, providing exceptional client service and escalating issues as appropriate

  • Manage risk across client relationships by closely adhering to firm and regulatory policy, procedures, and processes

  • Participate in special projects, as needed, which can include recruiting, research liaison, systems processes and automation

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