Analyst Intern, Portfolio Management Group

Hall Capital Partners

  • Team: Portfolio Management Group
  • Location: San Francisco, CA or New York, NY
  • Closing: 2:59am, 19th Oct 2019 EDT

Job Description

OVERVIEW OF ROLE

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

The Portfolio Management Group (PMG) is seeking bright, thoughtful rising college seniors from all majors, experiences and backgrounds to join our team for the summer of 2020. The internship will begin in early June 2020 and run for 8 weeks. This opportunity is available in both our San Francisco and New York offices. The position offers an opportunity to develop experience working with investments, gain an understanding of a wide range of investment performance reports, and to work with Analysts/Associates to apply best team practices in an intellectual, collegial environment.

This is an excellent opportunity to be a part of a world-class organization that values results, creativity, intensity, and transparency.

IN THIS ROLE, YOU WILL:

  • Work across the Portfolio Management Group and gain knowledge of investment portfolios and wealth management.

  • Build a Mock Client Portfolio through a group case study.

  • Gain exposure to client portfolios composed of a variety of asset classes including cash, fixed income, equities, alternative assets, private investments, etc.

  • Assist the Portfolio Management Group in a variety of tasks including, but not limited to, data entry, monthly and quarterly report production, and PowerPoint presentations.

  • Have the opportunity to attend investment strategy, research, and other meetings.

YOU ARE A GREAT FIT IF YOU:

  • Are a rising college senior (students who will be between their junior and senior year of college in the summer of 2020).

  • Possess a keen interest in developing a working knowledge of financial markets, portfolio management, investments, and client services.

  • Have a curiosity and desire to learn about various asset classes and markets.

  • Demonstrate strong analytical, writing, and graphic presentation skills.

  • Are able to multi-task and collaborate in a team environment.

  • Operate with a positive, proactive, “no-job-is-too-small” attitude.

  • Demonstrate professionalism, efficiency, accountability, and integrity.

  • Are self-motivated, results-driven, and detail-oriented.

APPLICATION DETAILS:

Application deadline: October 18, 2019. However, applications will be reviewed on a rolling basis, so candidates are encouraged to apply as soon as possible.

Application materials: You will need to upload your resume and transcript (official or unofficial) as one document.

Please do not skip the application questions. We want to learn more about you and your interest in the role at Hall Capital, and your responses to these questions are a way for us to understand more about you.

Interview process: Selected applicants should expect two rounds of interview, one by phone and the other/final through video conference.

In the event you do not receive an e-mail from us, please check your spam folder.

WHY HALL CAPITAL PARTNERS?

Hall Capital Partners is an independent, privately owned SEC-registered investment advisor that builds and manages multi-asset class global investment portfolios for families, endowments, and foundations. As of March 31, 2019, we direct more than $34.3 billion of investment assets for our clients and a platform of pooled vehicle investors. Founded in 1994, our approximately 170 employees operate from offices in San Francisco and New York. We are typically responsible for investment strategy, asset allocation, and portfolio construction for globally diversified investment portfolios. The firm has a 25-year record of building and managing global investment portfolios and has established a strong reputation as a successful investor and partner. Our culture is centered on integrity, intellectual rigor, curiosity, client focus, performance, and fulfillment of our fiduciary responsibilities.

Hall Capital Partners is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions. We seek to leverage these diverse experiences, backgrounds and viewpoints to best serve the needs of our clients.

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

Removing bias from the hiring process

  • Your application will be blind reviewed by our hiring team to ensure fairness
  • You’ll need a CV/résumé, but it’ll only be considered if you score well on the blind review

Applications closed Sat 19th Oct 2019

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Removing bias from the hiring process

  • Your application will be blind reviewed by our hiring team to ensure fairness
  • You’ll need a CV/résumé, but it’ll only be considered if you score well on the blind review

Start your de-biased application