Portfolio Management (60%): The Investment Associate is expected to support senior investment members with the management, maintenance, and monitoring of client investment portfolios. This entails reviewing clients’ balance sheets, preparing investment and portfolio analysis, brainstorming recommendations relating to client portfolio asset allocation, portfolio performance and currency exposure reviews, and preparing presentation materials for client meetings. The role requires a high degree of numeracy, strong Excel and PowerPoint skills, and an ability to produce zero-defect work to tight deadlines, often while working on several tasks concurrently. With support and training, the Investment Associate is expected to grow into a position to attend client meetings and develop relationships with clients.
Investment Analysis (30%): The Investment Associate will be assisting senior investment research members with the identification of promising investment themes and conducting due diligence on asset managers. The Investment Associate will drive the quantitative analysis that forms the cornerstone of all research projects. The role requires a high degree of numeracy, strong Excel modelling skills and the willingness and ability to understand (often complicated) investment strategies. Over time, the Investment Associate will be expected to develop one or more specialist areas of expertise, manage relationships with managers in those areas and be able to identify and sponsor new investments in those areas through the investment process.
Other (10%): In addition to the above, the Investment Associate will be expected to contribute to other areas of the business which might include participating in business development, research on specific investment topics, or assisting with office operations.
The ideal candidate is intellectually curious and possess quantitative and analytical skills with an active interest in investment and capital markets. Good problem-solving and interpersonal skills and the ability to thrive in a global and collaborative working environment are essential. Intimate knowledge of Microsoft Office is needed.
Candidates with prior relevant work experience in investment banking, management consulting or investment management are preferred. University graduates expecting a 1st or upper 2nd class degree (or equivalent) will also be considered for the role. University graduates should have relevant working experience from prior internships.
Candidates considering careers in asset management, investment consulting, hedge funds, investment banking, private equity or management consulting who want to develop investment insight from investing across asset classes and from evaluating and selecting the best asset managers are likely to find the opportunity at Partners Capital compelling. Prior industry experience would be advantageous.
Remuneration and Development
We offer a competitive package including long term performance related incentives. Partners Capital is committed to development of its staff and provides extensive on-the-job learning opportunities as well as support for pursuit of formal qualifications such as Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.
Please submit your CV and a brief cover letter stating your motivations for applying to firstname.lastname@example.org