Hall Capital Partners

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Job Locations US-CA-San Francisco
ROLE:Compliance Associate LOCATION: San Francisco REPORTING TO: Deputy Chief Compliance Officer 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.   We are a team of highly collaborative professionals who love to foster a diverse, inclusive, and equitable working environment where excellence is pursued together each day. Our mission is to drive excellence that earns trust over generations.   As of June 30, 2021, we have $46.3B in assets under management and our average client tenure is over 12 years. As a partner-owned firm with an average tenure on our Executive Committee of 17 years, our stable leadership reflects our long-term orientation. We believe that the pursuit of financial returns and thoughtful consideration of environmental and social investment outcomes are not only compatible, but can also be mutually accretive.   Since we were founded in 1994, we have prioritized a culture of intellectual curiosity, creativity, and teamwork. Today, we are a diverse and collaborative team of problem-solvers. Each individual in our firm is focused on meeting and exceeding our clients’ expectations. We have one integrated team and one focus: to deliver excellence. We believe we are only successful when our clients are successful.   DESCRIPTION OF ROLE: The Compliance Associate will be a member of the Legal/Compliance team supporting the organization. This person will report to the Deputy Chief Compliance Officer and work closely with other members of the Legal/Compliance team to maintain the firm’s compliance program. This position will have direct contact with employees, including senior personnel, and external vendors.  Hall Capital is looking for a highly organized, energetic professional to support and reinforce our strong internal customer service culture. This is an excellent opportunity to continue building a career in compliance as part of a world class organization whose values of RESULTS, INTENSITY, TRANSPARENCY AND CREATIVITY speak to the culture of our organization.   RESPONSIBILITIES OVERVIEW: - Implement and enforce the Firm’s compliance policies and procedures. - Handle Code of Ethics-related tasks, including personal trading matters, such as: - Activities related to compliance tracking system, including administering system, coordinating with vendors, suggesting improvements, and implementing updates and corrections; - Reporting of employee transactions/holdings and overseeing preclearance requests and employee trades in the automated compliance system; - Identifying violations; drafting memos and communications with personnel; - Researching new brokers to add to electronic feed for automation of brokerage account review; - Creating compliance trainings; - Processing periodic internal compliance certifications and questionnaires; - Maintaining the Firm’s restricted list; and - Handling political contribution requests, including factual research of status of candidate in light of SEC pay-to-play rules and making recommendations. - Assist with the preparation of regulatory filings, including but not limited to SEC filings (e.g., ADV and Section 13), Treasury filings (TIC and SHC Forms), BEA filings, other foreign regulatory filings, and related duties. - Assist with maintaining the compliance calendar. - Conduct testing of compliance policies and procedures and document the results thereof. - Review compliance documents and broker/custodian account opening forms. - Conduct compliance training for new and existing employees; explain company policies and requirements to others within the firm. - Draft basic compliance procedures, training materials, and other related documents. Other/General - Research, analyze, and draft memos and external communications. - Participate in special projects as needed. - Create and maintain databases and compliance records. - Identify areas for improvement and problem-solve solutions. - Serve as liaison between Hall Capital and external service providers and counterparties as needed, including vendors and broker-dealers. PREFERRED QUALIFICATIONS: You do not have to match all the listed requirements exactly to apply. Hall Capital believes that our organization and culture are made stronger through diverse perspectives and experiences. - At least two years of experience working in compliance in the financial services industry, preferably with an SEC-registered investment adviser or SEC compliance consulting firm. - General working knowledge about regulatory, legal, and risk-management functions within the financial services industry. - Extremely organized, detail oriented, with the ability to multi-task, effectively balance day-to-day duties and project work, and meet deadlines. - Demonstrated problem solving and analytical skills. - Strong oral and written communication skills, including writing short memos documenting compliance tests or events. - Proficient in MS Office, including Word, Excel, and PowerPoint. - Work well with and coordinate with many people in departments across the firm. - Ability to handle confidential matters. - Think and plan ahead, anticipate the unexpected. - The ability to handle pressure and work in a fast-paced, deadline driven environment. - Flexible and willing to work overtime if needed. PERSONAL ATTRIBUTES: - Professional - Intellectually curious - Self-motivated - Solutions-oriented - Accountable - Detail-oriented - Energetic, creative, and positive - Collaborative and flexible PHYSICAL REQUIREMENTS: - This job requires employee to sit for approximately 6-7 hours a day and use a keyboard and mouse for repetitive motion. There will be >15 lbs. to lift, push, or pull in this job. WHAT WE OFFER: - Generous benefits package, including employer-paid health coverage options, a 401(k) plan with employer match, and pre-tax benefits for transit, health, and dependent care - 4 weeks of Paid Time Off - Annual wellness benefit that covers a broad range of activities including physical, emotional, family, intellectual, and financial expenses. - Professional development funding and training sessions - Social events plus volunteer and philanthropic opportunities - A collaborative, inclusive culture that is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions. MORE ABOUT US: 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 June 30, 2021, we direct more than $46.3 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 are responsible for investment strategy, asset allocation, and portfolio construction for globally diversified investment portfolios. Learn more about our work here.   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.
Job ID
2021-1117
Category
Corporate
Job Locations US-CA-San Francisco
POSITION TITLE: Senior Operations Specialist Hall Capital Partners LLC seeks a Sr. Operations Specialist to manage people and processes dedicated to centralized investment operations.  The ideal candidate has experience with private funds, separately managed accounts, AML / KYC requirements, and cash movements.  The role requires strong attention to detail and a high degree of operational and process acumen. The position is located in San Francisco and reports to the Principal of Investment Operations.    RESPONSIBILITIES OVERVIEW: - Manage a team of people responsible for the completion of private fund subscription documents and new account opening paperwork on behalf of clients - Coordinate between Investment Operations, external investment managers, legal counsel, client teams, and clients to ensure the accurate and timely completion of documents - Implement the timely and accurate processing of investment operations (i.e. transaction processing, investment funding, cash transfers, wire set-up, standing letters of authorization, etc.) in accordance with guidelines and regulatory requirements - Complete fund subscription documents on behalf of clients - Complete custodian new account opening form for clients - Coordinate the collection of AML/KYC documents for client investment in funds - Process development and innovation – develop, refine, and implement processes with a focus on improving efficiency and leveraging technology tools and automation - Special projects as requested PREFERRED QUALIFICATIONS: The ideal candidate should have a strong background in the areas of investment operations, fund administration, data governance, and/or investment management, or a combination of education and relevant work experience. The candidate should also demonstrate excellent attention to detail, strong quantitative skills, and leadership capabilities.   Hall Capital Partners is looking for someone with: - 3-7 years of financial services experience required with knowledge of private fund operations - Bachelor degree preferred - Familiarity with private fund subscription documents as well as custodian account opening documents - Strong computer aptitude and proficiency, including advanced Excel skills. Proficiency in other Microsoft Office applications is a must - Paralegal and/or project management certification a plus - Strong communication skills with ability to present analysis and findings in both oral and written formats - Experience in collaborating across departments and varied interests - Demonstrated team commitment and strong work ethic PERSONAL ATTRIBUTES: - Results-driven. Be accountable for all tasks and possess follow-through and the ability to complete assigned tasks autonomously - Ability to work under the pressure of a deadline-driven environment - Efficient - Excellent attention to detail; take strong ownership over the accuracy of every deliverable - Respectful and professional - Intellectually curious; able to problem solve - Independent and team-oriented. Works independently but functions effectively as part of the team - Quick self-starter who can work with different personalities and professional styles - Solutions-oriented - Collaborative and flexible - Highly developed sense of integrity and commitment to client confidentiality and client satisfaction - Proactive team player with a positive, can-do attitude - Reliable and prompt attendance on a daily basis PHYSICAL REQUIREMENTS: - This job requires employee to sit for approximately 6-7 hours a day and use a keyboard and mouse for repetitive motion. There will be up to 15 lbs. to lift, push, or pull in this job. 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.   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 December 31, 2020, we direct more than $42 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 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.   PERKS & BENEFITS - Generous benefits package, including employer-paid health coverage options, 401(k) plan with employer match, and pre-tax benefits for transit, health, and dependent care - Up to 4 weeks of Paid Time Off annually - Annual wellness benefit of $700 - Professional development funding and training sessions - Social events plus volunteer and philanthropic opportunities 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.    
Job ID
2021-1116
Category
Other
Job Locations US-CA-San Francisco | US-NY-New York
ROLE:Senior Associate, Portfolio Management Group LOCATION: San Francisco REPORTING TO: Managing Director, Portfolio Management Group   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 is seeking bright, thoughtful investment professionals to join its team in the Senior Associate role.  The Senior Associate position is available in both our San Francisco and New York offices.  The Senior Associate is an integral part of the portfolio management teams that are led by a Managing Director to work closely with clients to develop and implement their customized investment approach.  This position offers an opportunity to develop investment expertise, interact with clients, apply best investment practices and manage portfolio management teams in an intellectual, collegial environment. The expectation is that those who excel in this role may have the opportunity to continue to take on greater responsibilities and over time will assume lead portfolio management responsibilities with clients.   This is an excellent opportunity to advance a career in portfolio management as part of a world class organization whose values of LEADERSHIP, INNOVATION, COLLABORATION and EXCELLENCE speak to the culture of our organization.     DESCRIPTION OF ROLE: Serve as integral member of the portfolio management team responsible for all aspects of client relationship management and investment advisement   INVESTMENT RESPONSIBILITIES - Develop a clear understanding of client’s existing assets, liabilities, planning structures, and cash flow requirements. - In conjunction with the senior portfolio manager, develop ongoing investment strategy including objectives and guidelines, and asset allocation for each client entity. Monitor asset allocation with appropriate asset class and manager rebalancing recommendations, while addressing tactical investment opportunities. - Evaluate and provide recommendations regarding potential investments identified by Hall Capital Partner’s Research Group as well as occasional client-directed opportunities. - Run portfolio analytics and develop presentations to facilitate investment dialogue with clients. - Serve as a resource for senior members of portfolio management team for ad-hoc projects. - Attend weekly investment committee meetings and engage with research colleagues   CLIENT SERVICE - Review and ensure accuracy and completeness of all client reporting material with formal reports delivered on a quarterly basis. - Respond to a wide variety of client requests encompassing, but not limited to, investment-related issues, wealth transfer planning, tax, estate and legal structural issues, audit assistance and philanthropic planning. - Serve as a client advocate and key point of client contact, proactively developing solutions to an evolving set of needs. - Potential business travel   MANAGEMENT - Serve in a leadership capacity on a PMG Team to help mentor and develop analysts and associates - Manage people, processes, and projects in conjunction with other members of the team both within PMG and across cross-group initiatives - Manage client teams, transactions and timelines - Manage and assist with firm projects and initiative     YOU ARE A GREAT FIT IF YOU: You do not have to match all the listed requirements exactly to apply. Hall Capital believes that our organization and culture are made stronger through diverse perspectives and experiences. - An MBA, CFA or equivalent background preferred - 3-5 years of experience in finance (i.e. investment management, investment banking, capital markets), and/or relevant operating or legal experience - 2-3 years of experience managing people, processes, and projects - Strong degree of familiarity with capital markets, investing and/or asset allocation principles - Strong analytical, writing, and presentation skills, as well as the ability to think critically and communicate in a concise, organized manner - Strong interpersonal skills with the ability to interact with varied audiences - High degree of comfort working in a flexible, entrepreneurial environment   WHAT WE OFFER: - Generous benefits package, including employer-paid health coverage options, a 401(k) plan with employer match, and pre-tax benefits for transit, health, and dependent care - 4 weeks of Paid Time Off - Annual wellness benefit that covers a broad range of activities including physical, emotional, family, intellectual, and financial expenses. - Professional development funding and training sessions - Social events plus volunteer and philanthropic opportunities - A collaborative, inclusive culture that is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions (read more here.)   MORE ABOUT US: 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 December 31, 2020, we direct more than $42.7 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 are responsible for investment strategy, asset allocation, and portfolio construction for globally diversified investment portfolios. Learn more about our work here.   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.
Job ID
2021-1115
Category
Accounting/Finance
Job Locations US-CA-San Francisco
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.   We seek an Investment Operations Specialist dedicated to operational excellence and client service. The ideal candidate has experience working with a collaborative team focused on private fund investments, separately managed accounts, Anti-Money Laundering (AML) / Know Your Customer (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 as an integral part of a team to complete private fund subscription documents and new account opening paperwork on behalf of our clients. - Collaborate with all groups within the firm, including portfolio management, compliance, and research. - Implement the timely and accurate processing of investment operations (e.g., transaction processing, investment funding, cash transfers, 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.    WHAT SUCCESS LOOKS LIKE: - In the first 30 days, you will gain familiarity with Salesforce and our internal systems and begin to build relationships within your team and the broader firm - In the first 90 days, you will be able to take on client operational tasks, using available resources to solve problems. - In the first year, you will handle all client requests in a timely manner and manage relationships with external fund managers. -   YOU ARE A GREAT FIT IF YOU:   You do not have to match all the listed requirements exactly to apply. Hall Capital believes that our organization and culture is made stronger through diverse perspectives and experiences. - 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. - Possess a strong motivation to provide great client service - 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.   WHAT WE OFFER: - Generous benefits package, including employer-paid health coverage options, a 401(k) plan with employer match, and pre-tax benefits for transit, health, and dependent care - 4 weeks of Paid Time Off - Annual wellness benefit that covers a broad range of activities including physical, emotional, family, intellectual, and financial expenses. - Professional development funding and training sessions - Social events plus volunteer and philanthropic opportunities - A collaborative, inclusive culture that is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions (read more here.)   MORE ABOUT US:   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 December 31, 2020, we direct more than $42.7 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 are responsible for investment strategy, asset allocation, and portfolio construction for globally diversified investment portfolios. Learn more about our work here.   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.
Job ID
2021-1114
Category
Other
Job Locations US-CA-San Francisco | US-CA-San Francisco
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.   Hall Capital Partners LLC seeks a Fund Closing Coordinator who will handle a wide range of responsibilities and work closely across multiple departments.  The ideal candidate is seeking to work with a collaborative team and provide their organizational and communication skills.  The role requires strong attention to detail and the ability to thrive in a fast past environment.   IN THIS ROLE, YOU WILL: - Work as an integral part of a team to coordinate investments between Hall Capital clients and fund managers by compiling client information and documentation - Collaborate with all groups within the firm, including portfolio management, compliance, and research, to ensure timely and accurate investment document delivery - Liaise with fund managers and third party relationships on administrative requests, including fund consent and election requests - Provide deadlines, AML and document guidance to the Investment Operations and Portfolio Management teams - Responsible for maintaining client and fund manager information and documents in Salesforce - Handle special projects, reports and presentations as requested and assist others as needed -   WHAT SUCCESS LOOKS LIKE: - In the first 30 days, you will gain familiarity with Salesforce and our internal systems and begin to build relationships within your team and the broader firm - In the first 90 days, you will handle requests in a timely fashion, be able to manage relationships with external fund managers and handle fund closing logistics - In the first year, you will train new fund contacts, find ways to improve processes and be the point person to coordinate fund closing -   YOU ARE A GREAT FIT IF YOU: You do not have to match all the listed requirements exactly to apply. Hall Capital believes that our organization and culture is made stronger through diverse perspectives and experiences. - 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. - Possess a strong motivation to provide great client service - 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.   WHAT WE OFFER: - Generous benefits package, including employer-paid health coverage options, a 401(k) plan with employer match, and pre-tax benefits for transit, health, and dependent care - 4 weeks of Paid Time Off - Annual wellness benefit that covers a broad range of activities including physical, emotional, family, intellectual, and financial expenses. - Professional development funding and training sessions - Social events plus volunteer and philanthropic opportunities - A collaborative, inclusive culture that is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions (read more here.) TO APPLY FOR THIS ROLE: Our job application can be found here.   MORE ABOUT US: 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 30, 2020, we direct more than $32 billion of investment assets for our clients and a platform of pooled vehicle investors. Founded in 1994, our approximately 190 employees operate from offices in San Francisco and New York. We are responsible for investment strategy, asset allocation, and portfolio construction for globally diversified investment portfolios. Learn more about our work here.   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.
Job ID
2021-1113
Category
Other