Harrison Gray Search has partnered with a San Francisco-based private investment office seeking an Analyst on their Client Services team. This new team member will be located in Washington DC.
In addition to their role as an investment manager, our client serves as a full-service Family Office. Our client's success as an investor has been based upon the values of integrity, teamwork, innovation, and sound judgment. They have assets under management across a broad array of asset classes, investing in fund of funds and directly, and has a unique and long-term focus in its investment program. Their investment strategy is to identify opportunities with the potential for superior returns, with a focus on investing for the long term. They invest directly through teams of professionals they sponsor as well as through other external managers. Our client considers itself a “business investor” due to its operating orientation and its commitment to partnership with its managers and portfolio companies to create value over the medium to long term.
CULTURE OF LEARNING, INCLUSION, AND OUTREACH
Our client fosters a welcoming and inclusive culture that values each individual’s unique ideas, perspectives, and backgrounds. They feel that all their employees have ideas worth hearing and they have created a collaborative and collegial environment in which all are empowered to do their best work.
They believe that their firm is only as good as its people. This is why they invest so heavily in their employees' ongoing education, career development, and holistic well-being. Mentorship is one of their core values and they take the development and growth of their people seriously. Employees at all levels and functions receive support to help them grow their technical, business, and leadership expertise relative to their functional area. As a relatively smaller organization, all employees can make a visible impact on the firm, be recognized, and grow their careers in meaningful ways.
Outreach and philanthropy are at the core of what they do and who they are as members of their community. They encourage and celebrate the contributions of employees in the community. Through their Foundation, they offer various ways for employees to make an impact, including employee-organized volunteer events, an annual fundraiser, and Annual Giving Month, to name a few. They also offer generous volunteer time off (VTO), donation matching, and service awards for employees who volunteer and/or serve on the governing board of an eligible organization.
WHY THIS ROLE IS IMPORTANT
The role of the Analyst on the Client Services team is to support senior team members with services related to banking, insurance, charitable giving, reporting and analysis, and other client service activities. The needs of their clients continue to evolve, and they are consistently looking for ways to provide a more tailored and personalized client experience to align with their wealth, their values, and their goals.
YOUR CONTRIBUTIONS
The success of the Client Services team relies heavily on the accuracy of work, overall engagement, building trust with clients and internal teams, and providing best-in-class service to clients.
The following outlines the tangible contributions of a successful Client Services Analyst:
Execution of Tasks/Projects
Client Support
Organization and Record-Keeping
KEY PROFICIENCIES
WHO YOU WILL WORK WITH
You will join the Client Services team which is made up of 15+ members. They are further organized into smaller sub-teams supporting different family lines.
Their mission is to deliver clients a best-in-class, holistic client services offering, which aligns with the clients’ needs and goals. They strive to ensure that their clients are aware and are able to take advantage of their breadth of offerings.
This team is client-facing and the main point of contact for the clients. The team is fast-paced, high-functioning, and highly collaborative. They are looking for a like-minded candidate who is able to clearly communicate and execute on the vision. The work they do requires them to work under pressure and provide a high-quality work product. You will be responsible for assisting senior team members with recurring and one-off projects and improving operational efficiencies.
On the Client Services team, you will be part of a group that will invest in your professional development. They are a tight-knit team that believes in taking the time to train and coach so that you can continue to grow. This is a role where you can hone your technical skills, build long-term relationships, and develop your leadership style.
COMPENSATION & BENEFITS
This is a full-time, exempt position. Our client offers highly competitive compensation packages, commensurate with related work experience and education.
Our client also offers excellent benefits for eligible employees available on the date of hire. Current benefits include but are not limited to:
ADDITIONAL INFORMATION