Owls Nest Partners is seeking a full-time associate for its Business Development and Partner Relations team. As a member of this team, the associate will report to the Director of Business Development and Partner Relations, and will assist with client-facing and internal reporting, updating marketing collateral, address day-to-day requests from clients and prospects, support the firm's sales process, and maintain the firm’s digital presence. The associate will also perform ad hoc tasks for other departments within the firm, including Operations and Research.

Beyond expanding marketing, sales and client service expertise, this role offers the opportunity to work and collaborate with leadership across the entire firm and learn the investment management industry from within.

What You Will Do:

Own recurring internal and client-facing performance reporting (via Addepar, Excel, PowerPoint)
Assist in the creation and updating of marketing materials (including presentations, fact sheets, partner letters), website review, investor portal updates, and general tasks associated with the firm’s marketing and client servicing efforts
Address regularly occurring and day-to-day requests from clients and prospects.
Manage client documentation and assist in the coordination of the client onboarding process
Manage CRM system to assist business development strategies and client outreach
Implement CRM strategies to increase engagement and develop actionable reports to optimize the marketing and outreach processes.
Conduct research and analysis on prospects to support the marketing effort
Assist with, and eventually assume responsibility for, the completion of DDQs, RFPs and RFIs from current and prospective clients
Establish internal reporting to engage all senior stakeholders on efforts and advancements within the client service and marketing departments.
Help improve efficiencies across all existing processes

What We Are Looking For:

Someone with a genuine interest in the investment management industry
Detail-oriented self-starter with strong project management and collaborative skills
Ability to manage multiple high-priority projects with simultaneous deadlines in a fast-paced environment
Strong communication and writing skills, with capacity to learn, understand and discuss concepts fundamental to the investment management industry
Time management, critical thinking and problem-solving abilities
Team player with strong interpersonal skills and a solution-oriented disposition
Four-year college degree with a strong academic background
Preferably 1+ years of experience in marketing, investor relations, investment consulting, asset management industry, or a sales/business development background

Applicant Requirements:

Applicants are expected to submit a cover letter explaining why you would be a great fit along with a resume.

Additional Required and Preferred Qualifications:

Proficiency with all Microsoft Office applications required (Excel, PowerPoint, Word)
Experience with CRM and reporting platforms such as Hubspot and Addepar is a plus

What We Offer:

Competitive salary + bonuses.
401(k) with company match.
Comprehensive health benefits and PTO.
Access to investment opportunities in our fund.

Who We Are

Owls Nest Partners is private investment partnership focused on providing its clients with high concentration, high conviction equity portfolios. Our clients include family offices, endowments and foundations, registered investment advisors, and high net worth individuals. We are a young and dynamic firm, seeking to permanently alter the investment fund landscape by structuring ourselves for long-term outperformance and by maintaining an unwavering commitment to putting our clients ahead of ourselves. We have a small team, the culture of which is focused on excellence and hard work, but never forgets that we can be the absolute best at what we do, while having a lot of fun at the same time.

This position will be fully “in-person”, at the firm’s headquarters in Chadds Ford, PA. NOTE: This location is not serviced by any forms of public transportation. Personal transportation is therefore required.

Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship.

Owls Nest Partners

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