Analyst, Business Development - New York, United States - Hall Capital Partners LLC

Description

ROLE:
Analyst, Business Development & Investor Relations


LOCATION:
New York, New York


START DATE:
Summer 2024


REPORTING TO:
Business Development Manager

Hall Capital Partners is an independent, privately owned investment advisor and Outsourced Chief Investment Office that builds and manages multi-asset class global investment portfolios for families, endowments, and foundations.

Our clients have made extraordinary contributions to business, philanthropy, government, academia, and society, and our investment activities enable our clients to continue these contributions.

As of December 30, 2023, we direct more than $43.5 billion of investment assets for our clients and a platform of pooled vehicle investors.

Founded in 1994, our approximately 180 employees operate from offices in San Francisco and New York.

We seek an Analyst to join our Business Development team in our New York office.

This is a 2-year, entry-level analyst position with the potential for a top-performing Analyst to expand and extend their engagement in an Associate position.

ROLE SUMMARY:

Please find below a detailed description of your job responsibilities. This is not an exhaustive list.


New Business

• Support discussions with prospective advisory clients by working on materials including Requests for Proposals, slide decks, and custom data requests.
• Record information on prospective clients and track progress of new business opportunities.
• Maintain databases of language, slides, and other materials used in discussions with prospective clients.

Investor Relations

• Update and maintain materials that report on the firm's pooled investment vehicles and assist in correspondence with certain investors.
• Develop understanding of the different Pooled Vehicles and deliverables.

Marketing/Brand Development

• Coordinate and assist with updates to firm website and firm marketing flipbooks.
• Develop an understanding of the firm's style guide and branding guidelines.
• Partner with Legal/Compliance to ensure firm marketing materials are compliant with SEC marketing rules.

Internal and External Client Service

• Be proactive in correspondence with your team and other parties. Place an emphasis on clarity, context and professional tone.
• Engage in various ad hoc projects in collaboration with Portfolio Managers and other senior members of the firm, as well as members of the Investment Research Group, Fund Administration Group, and Legal/Compliance.

Preferred Qualifications

• Bachelor's degree
• Superb organizational skills including:
• Ability to plan ahead and manage multiple deadlines
• Ability to multitask
• Attention to detail
• Experience with:
• Appropriately handling confidential matters
• Planning ahead and anticipating the unexpected
• Handling pressure in a deadlinedriven environment
• Excellent written and verbal communication skills
• Excellent formatting and presentation skills
• Comfort with interacting with senior members of the firm
• Dedicated to consistently advancing the quality of your work product, responsibilities and relationships

PAY TRANSPARENCY:


VISA SPONSORSHIP:

Please note, we are unable to provide visa sponsorship for the position offered.

Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

CALIFORNIA PRIVACY NOTICE:

• Hall Capital Partners is an equal opportunity employer continually seeking to diversify its staff and will consider all qualified applicants with criminal history in a manner consistent with the requirements of the Fair Chance Ordinance of San Francisco and New York City's Fair Chance Act._