Position Description
The Senior 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.
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.
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:
Qualifications / Attributes
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 $180,000 to $215,000. 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 Senior 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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