What are the responsibilities and job description for the Senior Analyst/Associate position at Stamos Capital Partners, L.P.?
Position: Senior Analyst/Associate, Investment Capital Group (ICG) – Fund of Funds
Location: Menlo Park, CA (On-site daily)
Position Summary:
Stamos Capital Partners, L.P. (SCP), is an independent, privately owned investment management firm with more than $6.1 billion in assets under management.
Our primary mission is to serve a select group of high-net-worth individuals, family offices, private foundations, endowments, trusts, and other clients that share our core values.
We seek to preserve and build wealth for our clients and investors by investing across a broad range of asset classes including fixed income, absolute return, public equity (long-only, and long/short), private equity (venture capital, growth equity, buyout, and distressed), and real assets (real estate and natural resources).
About the Role:
The individual will play an active role in helping to create, monitor, and evaluate the firm's fund of funds portfolios.
The role will focus on the firm's fixed income and absolute return portfolios.
Responsibilities:
- Assist in preparing client meeting presentations.
- Build and maintain ad-hoc models to assist in evaluating fixed income and absolute return investments.
- Conduct ongoing and in-depth monitoring of existing and prospective fund managers, including but not limited to quarterly update calls.
- Create and maintain any materials requested by the Investment Team/Investment Committee.
- Work with ICG and Endowment Capital Group (ECG) Teams and Finance Team to ensure timely completion of deliverables.
- Develop and maintain a substantive understanding of our macroeconomic views and client services.
- Work with all SCP teams to:
- Prepare materials for client meetings (including background material, investment and performance summaries, customized asset allocation models, and customized investor reports).
- Document and implement meeting follow-up items (including changes to asset allocations, requested investment activity, etc.).
- Coordinate the timely creation and distribution of various investor communications (including performance estimates and quarterly reports).
- Maintain and update databases with current and complete investor information.
- Understand and maintain existing models used for asset allocation, manager selection, and risk management.
- Create and maintain any materials requested by the Endowment Capital Group, Investment Capital Group, and/or Investment Committee.
Other Duties & Responsibilities:
- Provide support and ad-hoc analyses to firm's direct equities investment operations.
- Perform other duties as requested or assigned.
Qualifications/Experience:
- 2 years' job experience in financial services, preferably in fixed income asset management, fund-of-funds management, or related experience.
- Excellent oral and written communication skills, attention to detail and follow through, and strong analytical and problem-solving skills.
- Strong computer skills (particularly Excel, but also Word and PowerPoint). Experience in Bloomberg is a plus.
- Able to prioritize tasks and manage multiple projects on a tight deliverable schedule.
- Comfortable working with flexible targets.
- Able to work well in collaborative, fast-paced environment (may need to wear many hats as needed).
- 'No job is too small' attitude.
- Able to deliver, sometimes with minimal guidance.
Education:
- BA/BS degree in Finance, Economics, or related field from a top-tier university.
