$140 mil AUM firm with an excellent investment record and client base currently managed by owner and COO. Owner is looking to mentor new partner to make the most of a valuable platform.
Responsibilities:
- Participate in all facets of the firm, from equity research and portfolio management to managing client relationships and business development.
- A 70% to 80% share of new business will accrue to candidate.
- If the candidate has a book of business to bring over, the candidate will only see additional upside as 70% to 80% of fees from that book (assuming it is similar in character to the existing book at the firm) will immediately flow through to the new partner.
- Opportunity for equity "earn in" over time.