Job title:

Vice President & Portfolio Manager

Location:

San Francisco, CA

What will I be doing?

(i) Develop investment strategy for clients, including constructing, monitoring, and rebalancing client investment portfolios, setting objectives and guidelines, and determining asset allocation; (ii) Monitor asset allocation with appropriate asset class and manager rebalancing recommendations, while addressing tactical investment opportunities; (iii) Analyze portfolio analytics and make recommendations on investment strategies; (iv) Conduct presentations on investment management topics to facilitate investment dialogue with clients; (v) Serve as client key point of contact for inquiries on investment opportunities and financial plans and strategies; and (vi) Serve as a resource for senior members of portfolio management team for ad-hoc projects.

Requirements:

Master’s degree in Business Administration. Will accept foreign equivalent; 3 years of progressive post-baccalaureate experience as an asset manager, portfolio manager, or investment manager, and performing financial analysis; 3 years of experience using Bloomberg. Chartered Financial Analyst credential required.

Pay Transparency:

Hall Capital’s expected starting base compensation range for the position as of the time of this posting is $220,000 - $230,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

California Privacy Notice: 

Hall Capital’s applicant privacy notice for residents of California is available here: https://hallcapital.com/california-personnel-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.

 

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Invitation to Voluntarily Self-Identify Race/Ethnicity and Gender

Hall Capital Partners is an Equal Employment Opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or any other status protected by federal, state or local law.

Hall Capital Partners is also a diverse, collaborative team of problem solvers. Our attention to Diversity, Equity, and Inclusion (DEI) shapes our culture of creativity, innovation, and collaboration.

To assist with the assessment of our EEO and DEI efforts, Hall Capital Partners invites you to voluntarily self-identify your race/ethnicity and gender. Any information you choose to provide:

  • Will be kept confidential;
  • Will not be used in any manner for employment selection purposes;
  • Will be used solely to assess Hall Capital Partners’ EEO and DEI efforts.

 

Please respond to the following questions:

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