Ensemble Capital is Hiring

Those of you who are regular readers know that I am a partner in an investment management firm that serves philanthropic families. The last couple of years has been quite a ride as our growth and media exposure has increased.

Now we need some new people to join us. If you or anyone you know would be interested in either of the jobs listed below, email me a resume and cover letter. As a reader of Tactical Philanthropy, your interest in the conversation here has both directly and indirectly contributed to the success of Ensemble Capital. As always, thanks for reading and for everything you contribute to the conversation.

Investment Advisor

Ensemble Capital Management is looking for a research analyst/junior
portfolio manager to join our team. This is an ideal job for someone
who has experience in security analysis who would like to work with two
experienced investment advisors and grow into a senior advisor position
over time.

Ensemble Capital is a small (5 employees, $200 million under
management) but growing (30% growth last year with faster growth
expected in 2008) investment management firm in Burlingame, CA, which
focuses on serving philanthropic families. Our founding partner has 40+
years of experience in the investment management industry, including
the presidency of a regional brokerage firm. Our other managing partner
is a columnist for the Financial Times and authors one of the most
influential and widely read philanthropy blogs.

We are seeking an investment professional who can work with our two
portfolio managers to analyze financial markets, manage client
portfolios, provide outstanding customer service, and become a member
of our investment committee over time. Our firm provides both
traditional investment management and philanthropic planning services.
While knowledge of philanthropic tools is not required, we are looking
for someone who is willing to learn the process of integrated
philanthropic planning and wealth management.

You can find the details of this job listing here.

And just as important to our future success:

Investment Management Operations

Ensemble Capital Management is looking for an intelligent, driven
person with experience in investment management operations. We are in
the early stages of significant growth and would like to find someone
who can lead the build out of our operational infrastructure.

For this job, who you are is more important than what you know. We are
a small firm where every member of our team is willing take on whatever
tasks are needed to get the job done. This is not just a job, it is an
opportunity to help build a growing investment management firm with a
unique focus on philanthropic clients. We are looking for a
self-directed, ambitious individual who can handle the day-to-day
operations of the firm. While the day-to-day responsibilities are critical in the near term, the individual we hire must be able to direct and manage the expansion of our operational infrastructure. Over time, the job would include the management of administrative or operation associate-level employees.

You can find the details of this job listing here.


  1. Dena Baldwin says:

    You might already be planning to do this…I would highly recommend having a couple of your clients/philanthropists interview your final prospects. Some people are great with numbers, other financial advisors, etc. but are not as comfortable with donors.

  2. Thanks for the great advice. I believe deeply that financial advising (for both philanthropists and non-philanthropists) is not just a numbers game. All great advisors understand that they are working with people, not just with those people’s money.