Horsley Bridge is seeking a Client Services Associate to be based in San Francisco. The Client Services team is a recently formalized effort, intended to be the central point of coordination for all client-related activity. The team works on a broad array of assignments, ranging from marketing pitchbooks to due diligence requests to inquiries originating from new and existing clients and beyond.
The successful candidate in this newly created role will play an important part in supporting internal and external client activity. He/she will report to the Head of Client Services, while working closely with colleagues throughout the firm, including the finance, investment, and senior management teams.
This role will participate in all aspects of the Client Services function, with responsibilities to include:
Frequently lead the creation and maintenance of marketing material and collateral
Pitchbooks for venture capital and growth buyout funds prior to fundraising kick-off
Convey themes and portfolio messages in the creation of material for client meetings and updates
Firm Introductory Book updated on an annual basis, featuring VC and GBO highlights
Client Update Books on an annual basis, featuring VC and GBO strategy updates
Review market publications and proactively suggest industry topics that may be relevant
Participate in due diligence process, working closely with Head of Marketing and prospective clients
Generate solutions as the firm responds to due diligence inquiries in writing or via call
Act as point person for analysis of HBP fund data and underlying partnership data
Craft responses to RFPs in collaboration with colleagues throughout the firm
Prepare and respond to ad-hoc requests from existing clients
Conduct various analyses in response to ongoing flow of inbound client inquiries
Gather information across the firm in order to thoughtfully respond to client inquiries
Assist in maintaining CRM and workflow system and produce various reports
Log notes of each client interaction and periodically confirm that information is up to date
Participate in the team’s daily and weekly workflow management
Lead analysis of team projects, accomplishments, and cross-functionality
Contribute to planning and coordination of Horsley Bridge’s Annual General Meeting (“AGM”)
Strategically collaborate with colleagues throughout firm on agenda and content
Contribute to preparation of content for AGM, e.g. analysis, slides, remarks
Provide updated fund performance information to data aggregation services, e.g. Preqin, Pitchbook
Identify what information is needed/requested from each organization
Evaluate what HBP data is currently posted, its origin, and accuracy
Act as the firm’s lead in updating information on a regular basis, e.g. IRR
Partner with senior management team on active and ongoing client coverage
The firm’s 8 Managing Directors are QB/BU on the majority of client relationships
The Client Services team is QB/Backup on numerous legacy client relationships
Special projects, as needed
This role will not likely include providing portfolio updates to clients and/or direct sales/fundraising responsibility. Having a client “rolodex” or a depth of private equity knowledge is not required.
3-6 years prior experience in financial services or asset management
Experience in private equity and/or client service a positive, but not required
Consistent accuracy and attention to detail are critical
Proven ability to deliver on agreed upon deadlines
Strong prioritization and time management skills; ability to multi-task
Exceptional verbal and written communication skills
Self-starter who is comfortable working in a highly collaborative environment
Critical thinking and problem-solving mindset
Roll-up-sleeves, can-do, no-ego attitude
Advanced proficiency in Excel, moderate proficiency in PowerPoint
About Horsley Bridge Partners LLC
Horsley Bridge Partners (“HBP”) is one of the world’s leading fund-of-fund private equity investment firms. Founded in 1983 to manage private equity investments for institutional investors, HBP’s clients are primarily pension funds, sovereign wealth funds, endowments, and foundations. HBP currently has approximately $15 billion of assets under management.
HBP’s strategy is to earn superior returns through balanced portfolios of carefully selected venture and small buyout partnerships. In selecting venture capital funds, HBP favors those that are the first professional investors in the companies they finance. HBP looks for groups that have a “home run” strategy, where a single investment can dramatically impact the fund’s overall performance.
In buyouts, HBP prefers partnerships that source deals proactively, take control positions, and assist management with strategic decisions. HBP believes that the potential for exceptional performance is greatest when groups have the skills and resources to work actively with management to find ways to grow and improve the business.
HBP has approximately 40 employees across offices in San Francisco, London and Beijing, with the major...ity located in San Francisco. HBP is currently investing its 12th venture fund-of-funds and raising its 12th growth buyout fund-of-funds. Private equity fund-of-funds is HBP’s sole line of business. HBP believes its focus on long-term, high quality relationships is a key component to its success.
HBP believes that a firm’s success is a combination of the experience, energy, and focus of its people. The firm’s eight Managing Directors have more than 160 years of combined private equity experience. Through this they have built a network of relationships that provides access to the highest quality opportunities. Approximately 32 additional investment and professional staff support the Managing Directors. HBP believes that every employee, regardless of their job function, has the ability to impact performance, and the firm strives to maintain a culture of collaboration, teamwork, and transparency.
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