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Ensemble Capital Management
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Investment Management Operations, Burlingame, CA
Ensemble Capital Management is looking for an intelligent, driven person with experience in investment management operations and an interest in taking on a larger role within our firm as we grow. This is the ideal job for someone with operations experience who would like to become involved in research, portfolio management and client service over time.
Ensemble Capital is a small (5 employees, $200 million under management) but growing (30% growth last year with faster growth expected in 2008) investment management firm in Burlingame, CA, which focuses on serving philanthropic families. Our founding partner has 40+ years of experience in the investment management industry, including the presidency of a regional brokerage firm. Our other managing partner is a columnist for the Financial Times and authors one of the most influential and widely read philanthropy blogs.
For this job, who you are is more important than what you know. We are a small firm where every member of our team is willing take on whatever tasks are needed to get the job done. We are looking for a self-directed, ambitious individual who can (with training) handle the day-to-day operations of the firm including:
*Reconcile all client portfolios using PortfolioCenter.
*Execute trade allocation, wire transfers and other transactions.
*Work with our chief compliance officer and outside compliance consultant to monitor our ongoing compliance program.
*Produce quarterly client statements.
*Handle office management responsibilities.
We are open to interviewing a wide range of candidates. Some of the attributes that we are looking for:
*Experience in operations for an investment management firm or other financial services company.
*A demonstrated interest in the investment management industry.
*A desire to do well while doing good and the drive to help us build a world class service for philanthropic families.
*A keen eye for detail and the ability to work under time constraints.
*High level interpersonal skills with the ability to relate well with high net worth and prominent clients.
Strong analytical skills.
A strong candidate may have some of the following attributes:
*Strong computer skills.
*Experience with basic web development such as updating website content.
*Having passed level 1 of the CFA program.
We only hire exceptional employees. More than any particular skill set, we want to find someone who everyone in our firm will enjoy working with and who really wants to work with us.
For the right person we offer:
*A fast paced, exciting work environment where you can immediately contribute to the company’s *success and grow your own career along with our firm.
*Friendly, supportive co-workers who work hard and enjoy laughing together.
*An entrepreneurial environment where your earnings potential is directly correlated with your drive and intelligence.
*Training to advance your job skills.
*Compensation that reflects your status as an outstanding employee, including an aggressive bonus structure, profit sharing, health, dental and vision insurance.
Please visit www.ensemblecapital.com for more information about our firm.
If you think you are the right person for this job, please email your resume and a cover letter. No phone calls please.
Ensemble Capital is a small (5 employees, $200 million under management) but growing (30% growth last year with faster growth expected in 2008) investment management firm in Burlingame, CA, which focuses on serving philanthropic families. Our founding partner has 40+ years of experience in the investment management industry, including the presidency of a regional brokerage firm. Our other managing partner is a columnist for the Financial Times and authors one of the most influential and widely read philanthropy blogs.
For this job, who you are is more important than what you know. We are a small firm where every member of our team is willing take on whatever tasks are needed to get the job done. We are looking for a self-directed, ambitious individual who can (with training) handle the day-to-day operations of the firm including:
*Reconcile all client portfolios using PortfolioCenter.
*Execute trade allocation, wire transfers and other transactions.
*Work with our chief compliance officer and outside compliance consultant to monitor our ongoing compliance program.
*Produce quarterly client statements.
*Handle office management responsibilities.
We are open to interviewing a wide range of candidates. Some of the attributes that we are looking for:
*Experience in operations for an investment management firm or other financial services company.
*A demonstrated interest in the investment management industry.
*A desire to do well while doing good and the drive to help us build a world class service for philanthropic families.
*A keen eye for detail and the ability to work under time constraints.
*High level interpersonal skills with the ability to relate well with high net worth and prominent clients.
Strong analytical skills.
A strong candidate may have some of the following attributes:
*Strong computer skills.
*Experience with basic web development such as updating website content.
*Having passed level 1 of the CFA program.
We only hire exceptional employees. More than any particular skill set, we want to find someone who everyone in our firm will enjoy working with and who really wants to work with us.
For the right person we offer:
*A fast paced, exciting work environment where you can immediately contribute to the company’s *success and grow your own career along with our firm.
*Friendly, supportive co-workers who work hard and enjoy laughing together.
*An entrepreneurial environment where your earnings potential is directly correlated with your drive and intelligence.
*Training to advance your job skills.
*Compensation that reflects your status as an outstanding employee, including an aggressive bonus structure, profit sharing, health, dental and vision insurance.
Please visit www.ensemblecapital.com for more information about our firm.
If you think you are the right person for this job, please email your resume and a cover letter. No phone calls please.
