Senior Investment Associate

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 $60B 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 Boston will be a key part of teams that manage multi-asset class portfolios for our clients. As a rapidly growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment.

Client Portfolio Management (Primary Focus):

The Senior Investment Associate will support the Client Chief Investment Officers (CIOs) on the management of individual client portfolios. The Senior Investment Associate’s primary objective is to maximize long-term client portfolio investment performance, subject to applicable portfolio constraints.

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 the Client CIO in responding to client questions regarding managers, exposures and investment strategy.
• Client Request Management: Conducting ad-hoc analyses to respond to client 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 Senior Investment Associate in their range of responsibilities.

Other (Secondary Focus):

As with all other members of the Firm, the Senior Investment Associate will take on other activities and projects that contribute to the success of the business. Examples may include: researching and improving our portfolio construction approach, assisting with business development and/or helping to develop our technological capabilities. Key responsibilities will be regularly assessed and are subject to change occasionally based on the needs of the business. The individual may be required to work overtime, as needed.

Qualifications:

• Active passion for investing
• Undergraduate degree in related field
• 3-6 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.
• 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

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.

Massachusetts 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 Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $120,000 – $160,000. 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 and our profit share program.

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