West Coast Investment Principal: Client & Biz Development

VC Stack; San Francisco (CA); On-site; USD 165,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with employer matching

Flexible working model

Paid time off

Job summary

VC Stack, located in San Francisco, is seeking an experienced Investment Principal to join its growing team. The role involves managing client relationships, developing investment strategies, and supporting business growth initiatives. Candidates should have 8+ years of experience in relevant fields, strong analytical and interpersonal skills, and proficiency in Microsoft Office.

This position offers a competitive salary range of $165,000 to $210,000, depending on experience, along with comprehensive benefits including medical, dental, and vision insurance, and a 401(k) plan with employer matching.

Qualifications

• 8+ years’ experience in management consulting, investment banking, or asset management.
• Strong academic track record and relevant advanced degree or certification.
• Excellent quantitative skills and detail-oriented mindset.

Responsibilities

• Manage client portfolios and develop investment strategies.
• Lead business development from research to client engagement.
• Occasionally conduct investment due diligence.

Skills

Client management

Business development

Analytical skills

Interpersonal skills

Problem-solving

Mentoring

Microsoft Office proficiency

Education

Undergraduate degree

MBA or CFA/CAIA

Job description

VC Stack, located in San Francisco, is seeking an experienced Investment Principal to join its growing team. The role involves managing client relationships, developing investment strategies, and supporting business growth initiatives. Candidates should have 8+ years of experience in relevant fields, strong analytical and interpersonal skills, and proficiency in Microsoft Office.

This position offers a competitive salary range of $165,000 to $210,000, depending on experience, along with comprehensive benefits including medical, dental, and vision insurance, and a 401(k) plan with employer matching.