Senior Investment Associate (Portfolio Management)

Firm Description

Founded in 2001, Partners Capital is a Global Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $75B in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes. Clients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. The firm employs more than 350 people across its eight offices located in Boston, New York, London, San Francisco, Paris, Singapore, Hong Kong and Dallas.

Partners Capital is diverse and inclusive, in people and in thought. Our meritocracy is enabled by fostering a truly inclusive and collaborative culture. We are proud to be an equal opportunity employer where diverse perspectives, backgrounds and experiences are valued.

Position Description

The Senior Investment Associate located in San Francisco will be a part of a diverse group that now requires an additional team player who will have wide-ranging, client-facing responsibilities.

This multi-faceted role requires someone who is comfortable in our entrepreneurial environment as we develop our business, combined with the analytical and creative strengths required to implement our investment strategy. Meticulous attention to detail, ability to think critically, and an execution-oriented, positive attitude are key attributes we look for. Excellent written and verbal communication competencies are required for interacting with clients, third parties, and firm leadership.

Our goal is that this individual remains will help the West Coast office achieve its ambitious goals and provide career growth. Our team puts a premium on transparency to maintain a meritocratic and collegiate environment. As a rapidly growing business, we seek team members with a strong work ethic and intellectual curiosity who will contribute as soon as they join us.

• Client Portfolio Management (50%): Support the management of individual client portfolios and relationships. The Senior Investment Associate’s primary objective is to maximize long-term client portfolio investment performance, subject to applicable portfolio constraints, and provide exceptional client service. Key responsibilities include:
• Investment Strategy Development: Leveraging insights from the Firm’s Central Research and Asset Class teams to prepare recommendations related to client portfolio asset allocation and external manager selection.
• 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 capital requirements of the client.
• Meeting Preparation/Participation: Preparing materials for client portfolio update meetings. Supporting responding to client questions regarding managers, exposures, investment strategy, and operational matters.
• Client Request Management: Conducting ad-hoc analyses to respond to client requests related to, for example: external investment opportunities, debt issuance, charitable giving, and/or estate planning.
• Team Development: Managing, developing and mentoring junior team members who will support the Senior Investment Associate in their range of responsibilities.

• Business Development (40%): Preparing pitch materials including evaluating existing portfolios, crafting Requests for Proposals, assisting with researching, identifying, and tracking prospective clients. Innovating new lines of business.

• Investment Research (10%): Occasionally accountable for the investment due diligence process including sourcing and monitoring new investments and leading initial meetings in the research process. Responsible for conducting qualitative and quantitative analyses that require strong Excel modelling skills.

Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business.

Additional responsibilities include:

• Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team
• Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels

Qualifications

• Active passion for investing
• 3-6 years’ experience in a professional services role (e.g., management consulting, investment banking, or asset management)
• Undergraduate degree with a strong track record of academic achievement
• 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
• Interest or steps taken towards becoming a CFA Charterholder is preferred, but not essential.

Benefits and Compensation

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.

California requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our San Francisco office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in San Francisco is $130,000 - $175,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives.

For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.