ROLE: Investment Operations Specialist I

LOCATION: San Francisco

REPORTING TO: Principal, Investment Operations

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 March 31, 2024, we direct more than $45 billion of investment assets for our clients and a platform of pooled vehicle investors. Founded in 1994, our approximately 185 employees operate from offices in San Francisco and New York. 

Role Summary

The Investment Operations Specialist I position offers an opportunity to serve as a key member of our centralized investment operations team focused on private fund investments, separately managed accounts, client relationships, AML / KYC requirements, and transaction execution. The role requires strong attention to detail and a high degree of operational and process acumen.

In This Role, You Will: 

  • Work independently and prioritize tasks based on urgency and deadlines
  • Coordinate with necessary parties as needed (including relevant counterparties, custodians, portfolio managers, client teams, research, and Legal & Compliance) to ensure seamless processing of transactions.
  • Communicate directly with clients in a timely manner
  • Independently complete fund subscription documents on behalf of clients.
  • Independently complete custodian new account opening forms for clients.
  • Timely and accurately execute investment operations (i.e. transaction processing, investment funding, cash transfers, facilitate securities trades, wire set-up, standing letters of authorization, etc.) in accordance with guidelines and regulatory requirements.
  • Coordinate the collection of AML/KYC documents for client investment in funds with external clients and internal teams, applying judgment in response to specific manager requests.
  • Using appropriate judgment, escalate issues and inaccuracies to the Principal of Investment Operations.

You Are A Great Fit If You:

  • Possess a strong motivation to provide great client service
  • Enjoy problem solving, a fast-paced environment, and working as part of a team.
  • Value and model the attributes that make our firm great: collaboration, excellence, good judgement, initiative, innovation, integrity, and leadership.
  • Believe that diversity and inclusion drive more robust dialogue and improved decision making and share our commitment to fostering an inclusive culture.
  • Have a bachelor’s degree and one to three years of financial services experience, with exposure to the areas of investment operations, fund administration, data governance, and/or investment management.
  • Work well in a diverse, “start-up” team environment where accountability and initiative are highly valued.
  • Are an intellectually curious, creative problem solver who is not afraid to ask questions.
  • Communicate effectively and are comfortable presenting in both verbal and written formats.
  • Demonstrate the ability to handle pressure and thrive in a fast-paced, deadline-motivated environment, while maintaining a high level of attention to detail.
  • Prioritize operating ethically and professionally, demonstrate a strong sense of integrity, and consistently exercise good judgement.
  • Welcome feedback and are quick to act on it.
  • Operate with a positive, proactive, “no-job-is-too-small” attitude.

PAY TRANSPARENCY:

Hall Capital’s expected starting base compensation range for the position as of the time of this posting is $90,000 - $105,000 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.

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’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:

Gender: How do you identify your gender? Please mark the one box that describes the gender category with which you primarily identify. (Select one)




Race/Ethnicity: What is your race/ethnicity? Please mark the one box that describes the race/ethnicity category with which you primarily identify. (Select one)








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