Portfolio Management (65%): You will initially be allocated ten to twelve investment portfolios which will cover a range of institutional and family office clients. Examples of our institutional clients include the endowments of INSEAD Business School, Eton College the V&A Museum and The Metropolitan Opera of New York. In Europe, our client portfolios are largely managed on a fully discretionary basis by teams of three to six people. The role of the portfolio management team is to specify, develop and ensure execution of clients’ investment strategies. This involves, among other things, the setting of long-term asset allocation strategy, the selection of approved investment funds to achieve this strategy, the ongoing monitoring, management and continual improvement of the investment line-up, and the production of materials for client meetings to report on investment performance and discuss investment strategy. With support and training, we expect you to grow into a position to be able to attend these meetings and develop relationships with clients.
Business Development (25%): You will assist with business development and support the other members of our Paris office as we strengthen and expand our business in continental Europe. In this respect, your role will be primarily focused on preparing pitch materials, mapping the prospective clients’ universe, carrying out market research and preparing reports which will help guide the team’s business development strategy. In due course you will be expected to take a more proactive role and participate in meetings with prospective clients.
Other (10%): Assisting with other projects within the business which could include recruiting, training, portfolio construction research, mentoring, team events, IT development, manager DD, or a project for the research team amongst other things.
We are looking for an intellectually curious team player with a strong desire to further our reputation for excellence. You will have good problem-solving and interpersonal skills and thrive in a collaborative working environment. You need not have worked within the investment management industry, but you will have worked for one to two years in a professional services role (e.g., within management consulting, investment banking, or accounting) and have a passion for investing. You will have good capabilities in the Office Suite and will have graduated with an excellent track record in an academic subject from a leading university. As we are proponents of lifelong learning, you will be keen to commit to further professional development including the CFA qualification, which we will support. Working fluency in both French and English are required. If you believe you have some (or all) of these attributes and are looking to fulfil your potential in an intellectually engaging career with good long-term progression prospects in a growing firm, we encourage you to apply.
This is an excellent opportunity for an organised and pro-active individual to gain a broad range of experience. The successful candidate will ideally:
- Excellent academic track record
- Previous work experience in a professional services role (e.g., within management consulting, investment banking, or accounting)
- Solid understanding and previous experience with Office Suite
- Working fluency in French and English
- Strong analytical, problem-solving and interpersonal skills and a passion for investing
We offer a competitive package including long term performance related incentives.
Please send your CV and cover letter to email@example.com with the subject “Investment Associate - Paris”. Further information about Partners Capital is available on our website www.partners-cap.com