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Senior Investment Associate

Stamos Capital Partners, L.P.
Menlo, CA Full Time
POSTED ON 3/20/2025
AVAILABLE BEFORE 4/17/2025

About Us

At Stamos Capital Partners, L.P., we pride ourselves on our commitment to excellence and our passion for delivering exceptional results to our clients.

Position Summary

We are seeking a highly motivated and skilled professional to join our Investment Capital Group and contribute to the development and implementation of our investment strategies.

Key Responsibilities:

  • Strategy Implementation: Assist in implementing investment strategies, including developing and maintaining ad-hoc models to evaluate fixed income and absolute return investments.
  • Client Service: Coordinate with clients to ensure timely completion of deliverables, prepare materials for client meetings, and document and implement meeting follow-up items.

Requirements:

  • 2 years' experience in financial services, preferably in fixed income asset management or fund-of-funds management.
  • Excellent communication and analytical skills, attention to detail, and ability to prioritize tasks and manage multiple projects on a tight schedule.

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