Investment Principal
Company: Partners Capital
Location: Boston
Posted on: April 30, 2024
Job Description:
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
membersPartners 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.
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Keywords: Partners Capital, Chelsea , Investment Principal, Other , Boston, Massachusetts
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