Senior Investment Associate
4 weeks ago
Join our team at Partners Capital as a Senior Investment Associate, where you will play a key role in managing multi-asset class portfolios for our clients.
Key Responsibilities:- Investment Strategy Development: Collaborate with our Central Research and Asset Class teams to develop recommendations for client portfolio asset allocation and external manager selection.
- Portfolio Exposure Management: Monitor portfolio exposures and rebalance investments as necessary to ensure adherence to stated goals and constraints.
- Meeting Preparation/Participation: Prepare materials for client portfolio update meetings and support the Client CIO in responding to client questions.
- Client Request Management: Conduct ad-hoc analyses to respond to client requests related to external investment opportunities, charitable giving, and estate planning.
- Team Development: Manage, develop, and mentor junior team members and ensure adherence to information security processes and policies.
- Active passion for investing
- Undergraduate degree in a related field
- 3-6 years' experience in a professional services role
- Proficiency in Microsoft Office
- Strong quantitative skills and detail-orientation
- Excellent problem-solving and interpersonal skills
- Ability to thrive in a collaborative working environment
We offer a competitive compensation package, exceptional benefits, and a flexible 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. We also support global philanthropy via a charity program and volunteer day, and champion a variety of wellness and social events.
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Investment Associate Senior Analyst
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Investment Administrative Assistant
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Étreux, Hauts-de-France, United States MFS Investment Management Full timeJob DescriptionAt MFS Investment Management, we are seeking a highly skilled and detail-oriented Investment Administrative Assistant to join our team. As a key member of our Investment Department, you will provide exceptional administrative support to our investment professionals, ensuring seamless day-to-day operations and contributing to the success of our...
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Investment Administrative Assistant
4 weeks ago
Étreux, Hauts-de-France, United States MFS Investment Management Full timeJob Title: Investment Administrative AssistantAt MFS Investment Management, we are seeking a highly skilled and detail-oriented Investment Administrative Assistant to join our team. As a key member of our Investment Department, you will provide exceptional administrative support to our investment professionals, ensuring seamless day-to-day operations and...
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Investment Associate
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Senior Data Engineer
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Investment Associate
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Étreux, Hauts-de-France, United States Citigroup Inc Full timeJob Title:Investment AssociateJob Summary:The Investment Associate is a key role in the Private Bank's investment team, responsible for providing high-quality investment advice and services to ultra-high net worth clients in the United States.Key Responsibilities:Provide investment advice and services to clients, including portfolio management and investment...
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Senior Investment Operations Associate
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Investment Associate
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Investment Research Associate
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Étreux, Hauts-de-France, United States Cambridge Associates Full timeUnlock Your Potential in Private Equity ResearchCambridge Associates is seeking a talented Investment Research Associate to join our Private Equity Research Team. As a key member of our team, you will conduct industry research and perform fund due diligence on private equity funds, covering a wide array of investment strategies including leveraged buyouts,...
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Investment Research Associate
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Senior Investment Analyst
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Étreux, Hauts-de-France, United States HighVista Strategies Full timeSenior Analyst Job DescriptionHighVista Strategies is a Boston-based investment firm with a strong presence in the venture capital market. We are seeking an experienced Senior Analyst to support our venture capital practice.The successful candidate will have a strong interest in venture capital and investment management, with 2-3 years of experience in a...
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Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full timeJob Description:Senior Manager, Workplace Investing CommunicationsReports To: Director, Workplace Investing CommunicationsLocation: Boston, Smithfield or Merrimack (preference for Boston)The RoleWe are seeking a dynamic individual to support communications strategies, develop content, and execute communication plans for Fidelity's Workplace Investing (WI)...
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Investment Associate
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