Investment Senior Associate
Client Investment Strategy (65%): You will initially be allocated 12 to 15 investment portfolios which will cover a range of institutional and family office clients. Example institutional clients include the endowments of the V&A Museum, Eton College and INSEAD Business School. The portfolios are largely managed on a full discretionary basis by teams of three to six people. The aim of the portfolio management team is to specify, develop and execute our clients’ investment strategies. This will involve, among other things, the settling of long-term asset allocation targets, the evaluation and selection of third-party investment managers, the design and oversight of derivative overlay strategies, the research and generation of tactical asset allocation ideas, and attendance at client meetings to report on investment performance and discuss investment strategy. We expect you to swiftly progress to the role of Investment Principal and will provide you with the support and training you need to make the transition.
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, as well as then participating in pitch meetings.
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)
- Strong analytical, problem-solving and interpersonal skills and a real passion for investing Solid understanding and previous experience with Office Suite
- Keen to commit to further professional development including the CFA qualification, which we will support
- Working fluency in French and English
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.
We offer a competitive package including long-term performance related incentives.
Please send your CV and cover letter to firstname.lastname@example.org with the subject “Investment Senior Associate - Paris”. Further information about Partners Capital is available on our website www.partners-cap.com