About the Client:
Our client is a privately held investment firm with a 50-year history of independent thinking and
long-term success. Analysts and brokers collaborate to identify high-conviction opportunities,
each managing their own client accounts. While ideas are shared, individual perspectives and
accountability drive a culture of trust and thoughtful decision-making.

Position Overview
This is a unique opportunity for a mid-level HR professional to join a small, high-trust
environment and grow into a future HR leader. The right candidate will bring curiosity, emotional
intelligence, and adaptability, thriving in a role that blends hands-on HR responsibilities with
exposure to strategic people initiatives.

As an HR Generalist, you will help shape culture, support employees at all levels, and build
scalable processes that keep the firm operating smoothly. This is a career-building role for
someone who is proactive, humble, and eager to learn in a lean, people-centric environment.

Key Responsibilities
Operational Excellence
● Own core HR processes, including recruiting, onboarding, and benefits administration
● Maintain compliance with employment laws and manage vendor relationships
● Partner with external counsel as needed on employment-related matters
Strategic & Cultural Initiatives
● Support performance management and engagement programs, including annual
reviews and culture-building initiatives
● Collaborate on employee handbook updates, policies, and process improvements
● Identify opportunities to improve the employee experience and enhance team
connectivity

Trusted Employee Partner
● Serve as a confidential and empathetic point of contact for employees at all levels
● Build trust across the firm by supporting both day-to-day needs and longer-term people
strategies
What We’re Looking For
Core Experience
● 3–7 years in an HR generalist or People Operations role, ideally in financial services,
fintech, or professional services
● Proven track record in full-cycle recruiting, benefits/vendor management, and policy
development
● Working knowledge of U.S. employment law and ability to collaborate with external
counsel
● SHRM certification (or willingness to obtain)
Behavioral & Soft Skills
● Emotionally intelligent and discreet: You build trust naturally and handle sensitive
matters with care
● Adaptable and proactive: You thrive in an environment without rigid structures and take
initiative to improve processes
● Collaborative and people-focused: You communicate clearly and engage well at all
levels of the organization
● Growth-oriented: You are curious, open to feedback, and excited by the opportunity to
evolve into a broader HR leadership role over time

This position is being advertised on behalf of a partner organization. Employment terms, benefits, and conditions may vary and are subject to the policies of the hiring company. Details on the specific requirements and conditions for this role will be provided during the recruitment process.