The Role
Generation is seeking to hire a proactive individual to join our Client Team in San Francisco. The Associate will play an important role, supporting the Client Team in its effort to service and expand Generation’s client base primarily in North America and with a focus on Generation’s private markets platform.
Working within a team of fourteen highly skilled and well-regarded colleagues spread between London and San Francisco, the Associate will be expected to develop their knowledge of all aspects of the firm’s investment strategies and processes, working closely with the legal and operations teams within the firm.
Responsibilities
• Gain a deep understanding of Generation’s investment strategies, portfolios, and compliance process to optimize the client experience, with a focus on the firm’s private markets strategies.
• Responsible for supporting client and consultant relationships in North America.
• Develop a thorough understanding of each investor type (from pension funds to high net-worth individuals) and their needs to optimize effective client engagement and interaction.
• RFP/DDQ writer and content management (using database system Qvidian).
• Salesforce: help manage the team’s use of Salesforce as needed.
• Over time, provide nuanced responses to client-specific due diligence, performance, and attribution data requests.
• Ad hoc client-related projects – e.g., prospect research, in-depth due diligence requests.
• Support with prospect development in North America, including helping to manage private markets fundraising activities.
• Update standard marketing presentations on a regular basis, primarily related to the firm’s private markets strategies.
• Support the Private Equity and Growth Equity product specialists as needed in preparing quarterly reporting and internal briefings.
Ideal Background/ Qualifications & Experience
• Proven professional experience in investment management, consulting services, or private wealth management within a client service or control/operational function.
• Knowledge of financial markets, particularly private markets investing (e.g., Venture Capital, Growth Equity, Private Equity).
• Advanced MS office skills and experience of a CRM system such as Salesforce would be beneficial.
• Strong reading and writing skills, with a demonstrated ability to craft bespoke responses to questions regarding all the firm’s business areas.
• Highly organized and detail-oriented.
• A strategic thinker and process orientated, with a problem-solving attitude and eye for process improvements.
• Ability to manage workloads effectively to balance proactive and reactive requests.
• Ability to coordinate timely execution of client requests/documents across various teams and time zones.
• A high degree of integrity, strong oral and written communication skills, and exhibit a strong sense of judgment.
• Passion for sustainability, particularly as it relates to investment management and the capital markets.
• Ability to work well independently yet with a strong sense of team-orientation and collaboration.
• A self-driven, professional manner with a positive outlook.
Please do not message this poster about other commercial services.
We particularly welcome applications from candidates from diverse backgrounds.
If you wish to be considered for this role, please kindly send your CV to people@generationim.com.
The Firm
Generation is an independent, broadly owned and managed private partnership - with offices in London and San Francisco. The Generation team of 127 people brings together seasoned analysts and leaders from the sustainability research field.
Generation was founded in 2004 with the mission of proving the business case for an integrated investment approach which considers both sustainability and fundamental financial analysis. This mission also unites our global client base of asset owners, for whom we manage approximately USD 42.6 billion (as of 30 September 2023). We have four strategies across both private and public equities: Global Equity, Asia Equity, Growth Equity and Long-term Equity. In addition to strategies managed by Generation, in 2021 Generation launched a new business called Just Climate.
Central to our investment philosophy is the explicit recognition that sustainability factors directly affect long-term business profitability. We define a sustainable business as one whose current earnings do not borrow from its future earnings and provides goods or services consistent with a net zero, prosperous, equitable, healthy and safe society.
We believe culture to be a key driver of long-term success. We have tried to be thoughtful and deliberate in developing the culture at Generation and work hard to maintain and reinforce it. Our mission and values form the foundation on which our culture is based and are important parts of how we attract, retain and develop the best professionals. We believe that our people are motivated to join and remain with our firm because of the opportunity afforded to them to work with high calibre professionals, achieve personal fulfilment from succeeding in challenging roles, to deliver meaningful results to our clients in a way that fulfils our broader mission, and to align our own financial incentives with those of our clients.
Generation funds the Generation Foundation from a proportion of the firm’s profitability. The Generation Foundation has the shared mission of creating a net-zero, prosperous, equitable, healthy and safe society. Further information about our firm is available on our website.