What are the responsibilities and job description for the Senior Analyst/Associate position at Stamos Capital Partners, L.P.?
Job Title: Senior Analyst/Associate, Investment Capital Group
Location: Menlo Park, CA (On-site daily)
Position Summary:
Stamos Capital Partners is an independent, privately owned investment management firm with over $6.1 billion in assets under management. Our mission is to serve high-net-worth individuals and institutions by investing across asset classes including fixed income, absolute return, public equity, private equity, and real assets.
Job Description:
We are seeking a Senior Analyst/Associate to join our Investment Capital Group. The successful candidate will play an active role in creating, monitoring, and evaluating the firm's fund of funds portfolios. The role will focus on fixed income and absolute return portfolios.
Essential Duties and Responsibilities:
- Assist in preparing client meeting presentations.
- Build and maintain ad-hoc models for evaluating fixed income and absolute return investments.
- Conduct ongoing monitoring of existing and prospective fund managers.
- Create materials requested by the Investment Team and Investment Committee.
- Work with multiple teams to ensure timely completion of deliverables.
Other Duties & Responsibilities:
- Provide support and ad-hoc analyses to direct equities investment operations.
- Perform other duties as requested or assigned.
Qualifications/Experience:
- 2 years' experience in financial services, preferably in fixed income asset management or related experience.
- Excellent communication skills, attention to detail, and analytical skills.
- Strong computer skills, particularly Excel and Bloomberg.
- Able to prioritize tasks and manage multiple projects on a tight schedule.
Education:
- Bachelor's degree in Finance, Economics, or related field from a top-tier university.
The ideal candidate will have a strong interest in investments and the alternative investment industry. We offer a comprehensive benefits program and competitive salary range of $80,000-$100,000, eligible for an annual discretionary bonus.
Salary : $80,000 - $100,000
