Senior Investment Associate

4 weeks ago


Étreux, Hauts-de-France, United States Partners Capital Full time
Senior Investment Associate

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.
Qualifications:
  • 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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