Paris Senior Investment Associate
Role Description
Client Investment Strategy (70%): 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 fully 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 setting 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.
Other (30%): 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.
In addition, you will, take on other activities and projects, which might include: coaching and mentoring junior colleagues, interviewing Investment Associate candidates, performing due diligence on third-party investment managers, co-authoring investment strategy White Papers and helping to develop our technological capabilities.
Position Attributes and Responsibilities
We are looking for intellectually curious team players 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 in a professional services role (e.g. within management consulting, investment banking, or accounting) and have a passion for investing. 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.
Benefits
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, strong benefits, and a flexible “results-focused” working model. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events.
Contact Details
Please send your CV and cover letter to recruiting@partners-cap.com with the subject “Paris Senior Investment Associate” Further information about Partners Capital is available on our website www.partners-cap.com