Investment Principal
Found in: Jooble US O C2 - 2 weeks ago
The Investment Principal on the Client CIO team located in Boston will lead teams that manage multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment.
Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief Investment Officer (CIO) for their clients, with end-to-end management responsibility for the investment process of client portfolios. Key responsibilities include:
- Investment Strategy Development: Leveraging insights from the Firm’s Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs.
- Portfolio Exposure Management: Monitoring portfolio exposures on an ongoing basis. Rebalancing investments, as necessary, to ensure that the portfolio adheres to stated goals and constraints. Managing liquidity to meet any necessary capital calls and/or capital requirements of the client.
- Meeting Preparation/Execution: Directing the agenda and supporting materials for client update meetings. Leading meeting discussions and responding to client questions regarding investment strategy.
- Client Request Management: Maintaining open dialogue with clients and responding to ad-hoc requests related to, for example: external investment opportunities, charitable giving and/or estate planning.
- Team Development: Managing, developing and mentoring junior team members who will support the Investment Principal in their range of responsibilities.
Other (Secondary Focus): As with all other members of the Firm, the Investment Principal will take on other activities and projects that contribute to the success of the business. Examples may include: recruiting and training junior members of the team, working with our internal DEI council and business associates, and/or assisting with business development.
Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.
Qualifications- Deep understanding and active passion for investing and markets
- 6-10 years’ experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., investment consultancy) is a plus
- Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus
- Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Strong quantitative skills and detail-orientation
- Excellent problem-solving and interpersonal skills
- Ability to thrive in a collaborative working environment
- High intellectual curiosity and willingness to contribute to the overall success of the business
- Experience mentoring, training and leading junior team members
Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.
#J-18808-Ljbffr-
Investment Principal
18 hours ago
Boston, United States Partners Capital Full timeThe Investment Principal on the Client CIO team located in Boston will lead teams that manage multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment. Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief...
-
Investment Principal
7 days ago
Boston, United States CareerBuilder Full timeThe Investment Principal on the Client CIO team located in Boston will lead teams that manage multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment. Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief...
-
Senior Principal, Investment Operations
Found in: Jooble US O C2 - 3 weeks ago
Boston, MA, United States Partners Capital Full timeThe Senior Principal, Head of Investment Operations located in Boston will be responsible for overseeing all operational activities to support our alternatives sub advisory middle and back-office operations. This includes managing the operational portfolio setup lifecycle for new and existing portfolios, both internally and with services providers and...
-
Principal Product Designer
Found in: Jooble US O C2 - 2 weeks ago
Boston, MA, United States DAOLaunch Full timeFidelity Labs is seeking an experienced and customer-focused Principal Product Designer to join a newly formed startup, looking to develop the next generation of financial products and services. At Fidelity Labs, we don’t accept the status quo. We’re debating, experimenting, researching, teaching, and collaborating on new ideas to help people live...
-
Investment Associate
Found in: beBee S US - 3 weeks ago
Boston, United States Green Recruitment Company Full timeâMy client, an entrepreneurial, high-growth private equity firm focused on the energy transition is looking to hire an investment associate to join it's team who are based in Boston.This hire will be a key member of the firm's investment team; working side by side with its founding partners. The successful candidate will have the chance to wear many...
-
Principal Product Designer MA
Found in: Jooble US O C2 - 7 days ago
Boston, MA, United States Fidelity Investments Full timeFidelity Labs is seeking an experienced and customer-focused Principal Product Designer to join a newly formed startup, looking to develop the next generation of financial products and services. At Fidelity Labs, we don’t accept the status quo. We’re debating, experimenting, researching, teaching, and collaborating on new ideas to help people live...
-
Principal - Data Engineering
Found in: Jooble US O C2 - 7 days ago
Boston, MA, United States Fidelity Investments Full timeThe Asset Management Quant Research Engineering team is looking for a Principal Data Engineer who wishes to take on the challenge of building a world-class data operation. We are looking for individuals who bring expertise in data onboarding and quality best practices and the drive to achieve excellence in team building, operations, tooling, and automation....
-
Principal Private Equity
7 days ago
Boston, United States Soul Equity Solutions Full timePrivate Equity Principal About Soul Equity Solutions Soul Equity is a retained Executive Search firm, dedicated exclusively to guiding Middle Market Private Equity Firms and their Portfolio Companies to best-in-class talent. We work exclusively with Middle Market Private Equity firms to grow their internal teams and transform their portfolio companies. Our...
-
Principal Software Engineer, Research Systems
Found in: Jooble US O C2 - 2 weeks ago
Boston, MA, United States Arrowstreet Capital, Limited Partnership Full timeJob Overview The Research Systems Principal Engineer will work across multiple development teams that builds data and compute platforms and solutions to support the quantitative investment Research group. As a systematic asset manager, Arrowstreet must identify investable trading strategies and implement them quickly and with the highest quality. The rapid...
-
Principal Firmware Engineer
Found in: Jooble US O C2 - 3 weeks ago
Boston, MA, United States Motion Recruitment Partners LLC Full timeOur client is in search of a Principal Firmware Engineer specializing in IoT, cloud, and low-level C development for a full-time hybrid role based in Danvers, MA. Immerse yourself in the IoT revolution! Our client excels in providing connectivity solutions for a myriad of products and devices, from electric vehicles to refrigerators. As a startup...
-
Principal Quantitative Developer
Found in: Careerbuilder One Red US C2 - 1 week ago
Boston, MA, United States Fidelity Investments Full timeJob Description:The RoleAs one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including risk management and portfolio construction. You...
-
Principal Full Stack Engineer
Found in: Jooble US O C2 - 3 weeks ago
Boston, MA, United States Fidelity TalentSource LLC Full timeWe (Fidelity Fund and Investment Operations Technology) are looking for a Principal Software Engineer to join one of our agile development squads to provide software engineering excellence to our suite of corporate actions applications. u00A0 You have a proven track record of successfully delivering projects which had a positive impact on our systems,...
-
Principal Quantitative Developer
Found in: Dice One Red US C2 - 2 weeks ago
Boston, United States Fidelity Investments Full timeJob Description:The RoleAs one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be 'embedded' within the quantitative research team and you will partner with the investment teams on various projects including risk management and portfolio construction. You...
-
Principal Product Designer
Found in: Careerbuilder One Red US C2 - 7 days ago
Boston, MA, United States Fidelity Investments Full timeJob Description:Fidelity Labs is seeking an experienced and customer-focused Principal Product Designer to join a newly formed startup, looking to develop the next generation of financial products and services.At Fidelity Labs, we don't accept the status quo. We're debating, experimenting, researching, teaching, and collaborating on new ideas to help people...
-
Principal Quant Data Engineer
Found in: Careerbuilder One Red US C2 - 3 weeks ago
Boston, MA, United States Fidelity Investments Full timeJob Description:The RoleThe Asset Management Quant Research Engineering team is looking for a Principal Data Engineer who wishes to take on the challenge of building a world-class data operation. We are looking for individuals who bring expertise in data onboarding and quality best practices and the drive to achieve excellence in team building, operations,...
-
Principal UX Developer
Found in: Careerbuilder One Red US C2 - 2 weeks ago
Boston, MA, United States Fidelity Investments Full timeJob Description:Principal, UX DeveloperAs a Principal, UX Developer on the Creative Solutions team, you get excited about solving challenges while working in a collaborative team environment. Bringing stories to life through thoughtful UX and development solutions is your passion, and you believe in the value of everyday interaction between brands and...
-
Principal Product Designer
Found in: beBee S US - 3 weeks ago
Boston, United States Fidelity Investments Full timeJob Description:Fidelity Labs is seeking an experienced and customer-focused Principal Product Designer to join a newly formed startup, looking to develop the next generation of financial products and services.At Fidelity Labs, we don t accept the status quo. We re debating, experimenting, researching, teaching, and collaborating on new ideas to help people...
-
Principal Product Designer
Found in: beBee S US - 2 weeks ago
Boston, United States Fidelity Investments Full timeJob Description: Fidelity Labs is seeking an experienced and customer-focused Principal Product Designer to join a newly formed startup, looking to develop the next generation of financial products and services.At Fidelity Labs, we don't accept the status quo. We're debating, experimenting, researching, teaching, and collaborating on new ideas to help people...
-
Principal Product Designer
Found in: beBee S US - 2 weeks ago
Boston, United States Fidelity Investments Full timeJob Description:Fidelity Labs is seeking an experienced and customer-focused Principal Product Designer to join a newly formed startup, looking to develop the next generation of financial products and services.At Fidelity Labs, we don t accept the status quo. We re debating, experimenting, researching, teaching, and collaborating on new ideas to help people...
-
Principal Product Designer
Found in: beBee S US - 7 days ago
Boston, United States Fidelity Investments Full timeJob Description:Fidelity Labs is seeking an experienced and customer-focused Principal Product Designer to join a newly formed startup, looking to develop the next generation of financial products and services.At Fidelity Labs, we don t accept the status quo. We re debating, experimenting, researching, teaching, and collaborating on new ideas to help people...