Careers

Balentine is currently looking for a dynamic individual that thrives in a group setting to join our investment research team. This individual will collaborate with current members to build portfolios that enable our clients to reach their financial goals. We are seeking someone with a strong quantitative background, an understanding of macroeconomic relationships, and an ability to code with Python or equivalent language.

The individual joining our team will be challenged with helping us iterate on our current investment platform, while also adding efficiencies to the overall role. The SIA role at Balentine offers the employee a chance to develop professionally and personally as part of a team of experienced and successful investment professionals.

Balentine is a 100% employee-owned independent registered investment advisory firm with approximately $5 billion in AUA.  Our roots date back over 30 years as a leading advisor in the ultra-high net worth and institutional markets.  Our accelerated growth in both markets requires the need to broaden our investment team and diversify our talent base. This role presents a dynamic growth opportunity to become a voting member of the Investment Strategy Team, the firm’s investment decision making body, and a leader within our growing organization, including the potential to become a Balentine partner.

This position will report directly to the Deputy CIO and collaborates regularly with the Head Trader, Director of Institutional Relationships, and CIO.

Outcomes

The overarching goal of the Senior Investment Analyst is to add thought diversity to our investment process and working bandwidth within the team. Specific duties can be broken down into two groups and will include the following responsibilities:

Investment Research

• Develop and iterate on quantitative investment models that drive allocations in client portfolios.
• Create and iterate on investment themes that can add excess return or reduce risk to client portfolios.
• Work in a team setting to brainstorm, test, approve, and communicate investment ideas that add value to portfolios.
• Monitor capital markets for changing trends and investment opportunities.
• Provide insight and feedback on investment implementations including passive and active management.

Portfolio Administration

• Follow established monitoring activities to proactively assess a situation based on specific client knowledge and discern when some action is required.
• Complete all trading duties, both manual trade tickets and periodic rebalance tasks.
• Meet 100% of deadlines for Alternatives Investments funding.
• Adhere to all Balentine policy and regulatory requirements.

Communication

• Develop strong relationships with client facing roles in Balentine to provide the needed level of understanding of investments and our process.
• Engage with clients as needed to communicate investment discipline and outcomes.
• Distill crucial tenets of our investment process to clients and prospects.
• Build custom presentations and reports to communicate capital markets activity and portfolio updates internally and externally.
• Contribute to current body of knowledge with the occasional development of white papers, research pieces, and blogs.

Competencies

Balentine is an innovative and entrepreneurial organization that functions as a single team dedicated to outstanding investment excellence and client service. Successful candidates will embody that spirit and philosophy. In addition to strong professional experience, the ideal candidate demonstrates the following personal characteristics:

• Integrity
  • Unquestioned commitment to doing what is right
  • Ability to work with confidential financial information with unquestioned discretion
  • Absolute accountability for oneself and the team’s success
• Productive and Efficient
  • Ability to self-manage, prioritize, and produce high-quality results in both team and individual environment
  • Comfort level working in a non-bureaucratic environment
  • Proactive attitude complemented by a high energy level
• High Standard / Attention to Detail
  • Having pride in your work and the work of your team
  • Treating every project diligently
  • Extreme attention to detail as evidenced by a lack of errors, omissions, and inconsistencies
• Communication Skills
  • Demonstrating polished and professional communication and presentation styles across a number of mediums
  • An ability to listen effectively and interpret internal and external needs
• Flexible
  • Ability to work alone, in teams, and with clients
  • Unperturbed by changing conditions and priorities

Qualifications

The successful candidate will have previously demonstrated experience in the field of investment management with a heavy analytical background. The individual should be comfortable working for an entrepreneurial organization with a successful track record of delivering consistent long-term investment returns achieved by demanding expectations.  Qualifications include:

• Understanding of a broad range of investment products, including alternative and private capital asset classes
• Experience with data querying languages (e.g. SQL), scripting languages (e.g. Python), and/or statistical/mathematical software (e.g. R)
• CFA charter holder or significant progress toward receiving charter; advanced business degree (MBA, MS)
• Experience with Balentine’s technology systems is a plus: Factset, Morningstar, Addepar, RedBlack, Salesforce

Compensation

A competitive compensation package will be offered including an attractive base salary, a performance- driven bonus, and benefits.

If interested, please send a cover letter, resume, and two references via email. Please include your full name as well as the phrase “Senior Investment Analyst” in the subject heading.

Balentine is currently looking for a dynamic individual to lead the day-to-day efforts of
client maintenance and retention through superior analysis and insight. The selected
should be highly professional and completely dedicated to providing a first class experience
to both existing and prospective clients. This individual will have direct client responsibility
and will need to be able to maintain and cultivate strong networks with various functional
teams within the firm and in the existing/prospective client spheres of influence. An
analytical and inquisitive mindset is a must.

We are looking for an individual with a continuous improvement background who can
facilitate relationship maintenance efforts in a collaborative manner, while also adding
efficiencies to the overall role. Balentine is a growing organization and we are looking for an
exceptional individual to add to our diverse talent base.

Outcomes

The overarching goal of the ARM is to assume comprehensive management of the day-to-day
needs of the client base thereby permitting the Relationship Manager (RM) to focus on client
acquisition and strategic needs of the office and its employees. Specific duties can be broken
down into two groups and will include the following responsibilities:

Client Management

• Maintain tracking sheet analysis, client cash-needs summaries, and internal client reporting summaries.
• Provide complete and error-free analyses of client’s return attribution profile.
• Respond to client requests in both collaborative and independent fashions and within the
  standard 24-hour period.
• Use CRM and custodial and reporting systems to compile client-specific research as part of adhoc reporting needs.
• Serve as the liaison between the RM and the Relationship Associate by responding to all
  questions related to the daily management of clients including rebalance coordination and cash flow management.
• Coordinate with the financial planning team by accurately gathering and inputting relevant client intel into Balentine’s financial planning platform; using the systems to export meaningful reports as requested by RM and clients.
• Adhere to both Balentine and regulatory reporting requirements.
• Format and brand all external documents consistent with current Balentine conventions.

Portfolio Management

• Proactively provide complete and thorough asset allocation recommendations for existing client portfolios based on on-going monitoring as well as reactively as requested by the RM.
• Serve as the liaison between the client team and Balentine’s investment team by participating in all investment-related discussions and coordinating with the investment team for thorough responses to our client’s queries.
• Monitor outside assets, providing analysis of positions and recommendations for overall
  portfolio construction.
• Complete periodic monitoring reports, ensuring accuracy of client portfolios and resolving or explaining any discrepancies.

Competencies

Balentine is an innovative and entrepreneurial organization that functions as a single team dedicated to outstanding client service and investment excellence. Successful candidates will embody that spirit and philosophy. In additional to strong professional experience, the ideal candidate demonstrates the following personal characteristics:

• Passion
  • Demonstrable, genuine enthusiasm towards both the investment industry and Balentine
  • Entrepreneurial zeal with a strong business sense
• Integrity
  • Unquestioned commitment to doing what is right
  • Ability to work with confidential financial information with unquestioned discretion
• Productive and Efficient
  • Ability to self-manage, prioritize, and produce high-quality results in both team and individual environment
  • Comfort level working in a non-bureaucratic environment
  • Proactive attitude complemented by a high energy level
• High Standard / Attention to Detail
  • Having pride in your work the work of your team
  • Treating every project diligently
  • Extreme attention to detail as evidenced by a lack of errors, omissions, and inconsistencies
• Communication Skills
  • Demonstrating polished and professional communication and presentation styles across a number of mediums
  • An ability to listen effectively and interpret internal and external needs
• Flexible
  • Ability to work alone, in teams, and with clients
  • Unperturbed by changing conditions and priorities

Qualifications
The successful candidate will have previously demonstrated experience in the field of investment management with a heavy analytical background. The individual should be comfortable working for an entrepreneurial organization with a successful track record of delivering consistent long-term investment returns achieved by demanding expectations.  Specifically, he/she should have a representation of the following qualifications:

• Understanding of a broad range of investment products, including alternative and private capital asset classes
• Superior Excel skills is a must
• Willingness to achieve CFP or other industry-based certification is required
• Experience with Balentine’s technology systems is a plus: Black Diamond, E-Money, Riskalyze, Salesforce, NetX360, Box, and Docusign

Compensation 
A competitive compensation package will be offered including an attractive base salary, a performance- driven bonus, and benefits.

If interested, please send a cover letter, resume, and two references via email. Please include your full name as well as the phrase “Associate Relationship Manager – Raleigh” in the subject heading.

At the heart of the Relationship Associate (RA) position is the ability to add value to each client’s experience with Balentine. Each client represents a unique set of goals and challenges. Working in support of the Relationship Manager (RM), the Sr. RA is expected to respond quickly and effectively to exceed service expectations and provide proactive solutions to unique problems with little oversight and almost full autonomy. Not only does the Sr. RA serve as the representative of Balentine to the client, the Sr. RA also represents the client’s needs within Balentine. On the front lines, the RA fields many complex questions and satisfies many urgent client requests. The role of the RA should not be undervalued as the ability to make a positive impact on clients’ lives and the experiences created therein are crucial to client retention.

The successful candidate is one who can provide unparalleled client service as demonstrated by the ability to complete the following while in an intense and high stakes environment:

1. Anticipate the individual needs of the RM and the clients and proactively provide creative solutions based on an in-depth understanding of the wealth management industry and Balentine’s distinctive approach to investing
2. Maintain an exceptionally high level of responsiveness despite competing needs, changing priorities, and unexpected critical situations
3. Contribute to Balentine’s Client Team by digesting and translating critical information and sharing across the entire service team

Outcomes

The ultimate goal of this position is to develop a long-lasting, trusting relationship with each client through superior service to enhance their relationship with the firm. The success of a Sr. RA is demonstrated by the ability to complete the following:

Client Service

• Provide same-day responses to client requests
• Demonstrate operational proficiency of Balentine’s technology systems by processing correctly both the day to day business items and the ad-hoc research needs within the client dictated time frames. This includes:
  • Money Management – Wires, ACH’s, journals, dividend reinvestment, cash management
  • Operational Expertise – Coordinating new account and transfer paperwork, documentation management, and performance reporting requests with the Operations team
• Track, monitor, and distribute all tax documents and other requests made by the client’s personal advisory team, such as CPA, lawyer, and family office staff

Portfolio Administration

• Follow established monitoring activities to proactively assess a situation based on specific client knowledge and discern when some action is required
• Complete all trading duties, both manual trade tickets and periodic rebalance tasks
• Meet 100% of deadlines for Alternatives Investments funding
• Adhere to all Balentine policy and regulatory requirements

Relationship Manager Support

• Show comprehensive understanding of each client by being able to retain and recall critical information, such as family dynamics, hot button issues, investing idiosyncrasies, spending requirements, and fee structure, in accordance with the RM’s needs
• Maintain an organized list of workflows to track and review various tasks and projects that the collective client team is working on.
• Perform administrative duties such as book and materials production, scheduling assistance, and comparable duties, getting input and feedback from other team members

Competencies

Balentine is an innovative and entrepreneurial organization that functions as a single team dedicated to outstanding client service and investment excellence. To continue our culture of excellence, we have defined the following competencies necessary for this position:

• Analytical / Critical Thinking
  • Ability to think logically through a situation to identify and avoid potential pitfalls and arriving at the best-case and feasible outcome
• Flexible and Adaptable
  • Is unperturbed by changing priorities and conditions; is capable of shifting concentrations throughout the day
• Calm Under Pressure/Unflappable
  • Ability to respond calmly and maintain high performance standards in an intense and extremely high stakes environment
• High Emotional Intelligence
  • The ability to read and connect with people and respond accordingly in varying situations
  • The ability to recognize own and other’s emotions and use to create positive interactions
• Curiousity
  • The desire for continued growth, personally and professionally
• Intuitive and Resourceful
  • Ability to anticipate needs of client, team, and RM in order to provide creative solutions including solutions that efficiently organize self and othersWelcoming of feedback
• Team-Oriented and Friendly
  • The ability and desire to contribute to a supportive and collaborative environment
  • The ability and desire to have a positive impact on the people around you

Qualifications

• 5+ years similar experience
• Experience working with high-net-worth families
• Technologically savvy and proficient
• Proficiency with Box, Salesforce, and NetX360 strongly preferred; experience with similar program types is required

Compensation

A competitive compensation package will be offered, including an attractive base salary and benefits. If interested, use the button below to submit your cover letter and resume. Please title the subject line: [Your Full Name] – Senior Relationship Associate position.

At the heart of the Relationship Associate (RA) position is the ability to add value to each client’s experience with Balentine. Each client represents a unique set of goals and challenges. Working in support of the Relationship Manager (RM), the Sr. RA is expected to respond quickly and effectively to exceed service expectations and provide proactive solutions to unique problems with little oversight and almost full autonomy. Not only does the Sr. RA serve as the representative of Balentine to the client, the Sr. RA also represents the client’s needs within Balentine. On the front lines, the RA fields many complex questions and satisfies many urgent client requests. The role of the RA should not be undervalued as the ability to make a positive impact on clients’ lives and the experiences created therein are crucial to client retention.

The successful candidate is one who can provide unparalleled client service as demonstrated by the ability to complete the following while in an intense and high stakes environment:

1. Anticipate the individual needs of the RM and the clients and proactively provide creative solutions based on an in-depth understanding of the wealth management industry and Balentine’s distinctive approach to investing
2. Maintain an exceptionally high level of responsiveness despite competing needs, changing priorities, and unexpected critical situations
3. Contribute to Balentine’s Client Team by digesting and translating critical information and sharing across the entire service team

Outcomes

The ultimate goal of this position is to develop a long-lasting, trusting relationship with each client through superior service to enhance their relationship with the firm. The success of a Sr. RA is demonstrated by the ability to complete the following:

Client Service

• Provide same-day responses to client requests
• Demonstrate operational proficiency of Balentine’s technology systems by processing correctly both the day to day business items and the ad-hoc research needs within the client dictated time frames. This includes:
  • Money Management – Wires, ACH’s, journals, dividend reinvestment, cash management
  • Operational Expertise – Coordinating new account and transfer paperwork, documentation management, and performance reporting requests with the Operations team
• Track, monitor, and distribute all tax documents and other requests made by the client’s personal advisory team, such as CPA, lawyer, and family office staff

Portfolio Administration

• Follow established monitoring activities to proactively assess a situation based on specific client knowledge and discern when some action is required
• Complete all trading duties, both manual trade tickets and periodic rebalance tasks
• Meet 100% of deadlines for Alternatives Investments funding
• Adhere to all Balentine policy and regulatory requirements

Relationship Manager Support

• Show comprehensive understanding of each client by being able to retain and recall critical information, such as family dynamics, hot button issues, investing idiosyncrasies, spending requirements, and fee structure, in accordance with the RM’s needs
• Maintain an organized list of workflows to track and review various tasks and projects that the collective client team is working on.
• Perform administrative duties such as book and materials production, scheduling assistance, and comparable duties, getting input and feedback from other team members

Competencies

Balentine is an innovative and entrepreneurial organization that functions as a single team dedicated to outstanding client service and investment excellence. To continue our culture of excellence, we have defined the following competencies necessary for this position:

• Analytical / Critical Thinking
  • Ability to think logically through a situation to identify and avoid potential pitfalls and arriving at the best-case and feasible outcome
• Flexible and Adaptable
  • Is unperturbed by changing priorities and conditions; is capable of shifting concentrations throughout the day
• Calm Under Pressure/Unflappable
  • Ability to respond calmly and maintain high performance standards in an intense and extremely high stakes environment
• High Emotional Intelligence
  • The ability to read and connect with people and respond accordingly in varying situations
  • The ability to recognize own and other’s emotions and use to create positive interactions
• Curiousity
  • The desire for continued growth, personally and professionally
• Intuitive and Resourceful
  • Ability to anticipate needs of client, team, and RM in order to provide creative solutions including solutions that efficiently organize self and othersWelcoming of feedback
• Team-Oriented and Friendly
  • The ability and desire to contribute to a supportive and collaborative environment
  • The ability and desire to have a positive impact on the people around you

Qualifications

• 5+ years similar experience
• Experience working with high-net-worth families
• Technologically savvy and proficient
• Proficiency with Box, Salesforce, and NetX360 strongly preferred; experience with similar program types is required

Compensation

A competitive compensation package will be offered, including an attractive base salary and benefits. If interested, use the button below to submit your cover letter and resume. Please title the subject line: [Your Full Name] – Senior Relationship Associate position.

Balentine is seeking a dynamic individual to serve as the Executive Assistant (EA). The EA role is part of a growing and fast-paced team in our Atlanta headquarters. By providing critical support to three key personnel, this person plays a significant part in the success and well-being of the organization.

The successful candidate must be technologically savvy, proactive, efficient, and able to display a high level of professionalism and confidentiality at all times.

Outcomes

The ideal candidate will understand that a great attitude and efficiency in technology and task management will be key drivers for success. We expect this person to, with training, perform the following responsibilities:

Executive Support Responsibilities

• Provide complete administrative support for the Chief Financial Officer (CFO), Director of Institutional Relationships, and Director of Accounting and Finance:
  • Arranging for all internal meetings, coordinating all logistics such as catering and conference room setup and breakdown
  • Coordinating travel needs and blocking off appropriate time on calendars
  • Preparing, printing, and binding any requested meeting materials
  • Storing all materials and notes in accordance with Balentine’s cloud-based filing system
• Complete expense reporting
• Demonstrate efficiency in Balentine’s invoice management system by entering bill information correctly and on time in accordance with the schedule
• Input and maintain correct records in Balentine’s client relationship management system, Salesforce
• Provide task-level project support on an as-needed basis (e.g., mass mailings, binding meeting materials)
• Become cross-trained on other administrative support roles and office management
• Work with Balentine’s outsourced IT partner to expedite and resolve any technology problems on behalf of these executives

Shared Front Line Responsibilities

• Operate a multi-line telephone console in answering all calls within three rings and routing callers to the appropriate party
• Greet guests in lobby as they arrive, offer a beverage, and notify employees of their arrival; provide parking validations and any additional information as guests leave
• Reset conference rooms and lobby area to prepare for incoming guests
• Distribute and collect mail and packages
• Reset office café, including unloading and loading the dishwasher each day

Competencies

While we acknowledge there can be multiple approaches to a job well-done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position.

• Professional and Courteous
  • Ability to maintain uncompromising levels of confidentiality
  • Ability to interact with all people in a polite manner and positive attitude
  • Ability to have a positive impact on the people around you
• Emotional Intelligence and Interpersonal Skills
  • Ability to read and connect with people and respond accordingly in varying situations
  • Ability to recognize own and others’ emotions and use them to create positive interactions
• Organized and Productive
  • Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
  • Ability to manage multiple projects and competing priorities without missing deadlines
  • Ability to self‐manage, prioritize, and produce quality work in both individually and team environments
• Calm Under Pressure / Unflappable
  • Ability to respond calmly and maintain performance standards in a busy office setting
  • Ability to maintain high service standards and problem-solve effectively when faced with new challenges
• Adaptable and Reliable
  • Ability to remain unperturbed by changing priorities and conditions
  • Ability to shift concentrations throughout the day
  • Ability to always arrive on time and prepared

Qualifications

• 2 years similar experience
• Expertise in Outlook required
• Proficient skills in the Microsoft Office suite required
• Experience with Adobe, Box, Concur and Salesforce a plus

Compensation

Balentine offers a competitive compensation package including an attractive base salary and benefits. If interested, please send a cover letter and resume via email, including your full name as well as the phrase “Executive Assistant-Atlanta” in the subject heading.

The Senior Marketing Associate (SMA) is a very exciting opportunity for the right individual to learn about a wealth management firm’s entire business strategy and to participate in a rebrand, new website launch, and the creation of content and marketing materials that truly represent the heart of the firm and will allow Balentine to serve its clients.

From the entrepreneur wanting to leave a legacy of hard work and philanthropy for future generations to the foundations and endowments whose continued financial success will allow an untold number of people to live a life of dignity and accomplishment, Balentine is here to help clients achieve their goals. In this endeavor, the Senior Marketing Associate plays an integral role by generating content and documents across all mediums whose presentation capture the heart of Balentine and express our brand and our mission in a professional, aesthetically captivating way. In this way, the SMA directly contributes to the firm’s ability to help our clients and impacts overall growth potential of the firm as well.

The SMA will report to the Director of Marketing and work alongside other Marketing team members to design and bring to life materials that embody Balentine’s core values, and marketing initiatives and automations to drive marketing along the client journey. This Marketing Associate will collaborate on general marketing efforts and will specialize in digital marketing initiatives. The MA role at Balentine offers the employee a chance to be both creative and analytical on a daily basis, to innovate while learning all aspects of the marketing team.

Requirements

Balentine is a self-sufficient, entrepreneurial firm, and we look for new employees who possess skills and experiences that will build upon the current team’s abilities and expertise.

• 8-10 years in marketing
• 3-5 years focused on digital marketing
• Strong technical skills in the Microsoft Office Suite, WordPress, HubSpot, Google Analytics
• Familiarity with Adobe Creative Suite (Photoshop, Illustrator, InDesign, and Acrobat)
• Experience across multiple digital strategies: marketing automations, email workflows, organic social, website design and experience

Digital Marketing

• Lead Generation and Automation – strong working knowledge of HubSpot with experience building workflows and automations, creating lead gen marketing campaigns, building landing pages, designing and sending email campaigns, building and integrating progressive forms
• Social Media – strong working knowledge of social media platforms – LinkedIn, Facebook, Twitter – and ability to execute activities that will boost visibility on social channels. Will also work to connect social accounts to Hubspot and build automations between Hubspot and social display ads.
• WordPress Website – serve as primary team member for posting blogs, updating content, building landings pages and integrating Hubspot forms onto primary website. Will also work closely with website vendor on the design and development of a complete website overhaul, bringing a working knowledge of how the website supports a sales funnel.

Data & Analytics

• Research – Stay informed of competitor digital marketing efforts for benchmarking purposes
• Analytics – Provide regular analysis and metrics of content and digital engagement; work with Client Relationship teams to produce and track action-items based on the data. Primary reporting sources are Hubspot, Google Analytics, and Salesforce
• Ideas – Participate in brain-storming sessions for new pitches and department development ideas and bring forth data-driven recommendations

General Marketing Coordination

• Event Assistance – Provide support as needed for external events, webinars and podcasts, including organizing, planning, setting up, and coordinating with vendors.
• Creation – prepare presentation materials, requests for proposals, survey submissions, investment commentary pieces and other marketing driven collateral
• Branding and Presentation – Apply Balentine standard branding to all documents and use creativity and Acrobat software to turn materials into eye-catching, professional publications that represent Balentine’s core values

Competencies

While we acknowledge there can be multiple approaches to a job well-done, the below competencies outline some of the characteristics that we expect to contribute to the success of the MA.

• Passion
  • Demonstrable, genuine enthusiasm towards both the investment industry and Balentine
• Creativity
  • Ability to dream and bring to life new ideas that help the firm and help our clients
• Design-focused
  • Ability to structure and format materials across all mediums in such a way that is both consistent with Balentine’s message and draws the audience in to learn more
  • Have an eye for the aesthetics
• Effective Communicator
  • Ability to exchange information across different channels
  • Knowing your audience and adjusting the message in order to be understood and to accomplish the desired outcome
• Curious
  • Desire to continuously learn and add value in new ways
  • Desire to seek out information and understand the root of the matter
  • Desire for continued growth personally and professionally
• Coachable
  • Welcoming of feedback
  • Ability to learn quickly and adjust output accordingly based on feedback
• Analytical / Critical Thinking
  • Ability to process qualitative or quantitative data and turn into actionable items for improvement
• Flexible and Adaptable
  • Is unperturbed by changing priorities and conditions; is capable of shifting concentrations throughout the day
  • Willing to work after normal hours in order to complete time-sensitive projects as needed

Compensation

A competitive compensation package will be offered, including an attractive base salary and benefits. If interested, use the button below to submit your cover letter and resume. Please title the subject line: Marketing Associate – Digital Marketing Specialist.