Position Description
The Senior Investment Associate located in San Francisco 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.
This multi-faceted role requires someone who is comfortable in our entrepreneurial environment as we develop our business, combined with the analytical and creative strengths required to implement our investment strategy. Meticulous attention to detail, ability to think critically, and an execution-oriented, positive attitude are key attributes we look for. Excellent written and verbal communication competencies are required for interacting with clients, third parties, and firm leadership.
Our goal is that this person remains with the firm over the long-term to help the West Coast office achieve its
ambitious goals. Our team puts a premium maintaining a meritocratic and collegiate environment. As a rapidly growing business, we seek team members with a strong work ethic and intellectual curiosity who will contribute as soon as they join us.
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.
Business Development (Secondary Focus): The Senior Investment Associate will support the West Coast Office’s business development efforts. This will involve preparing pitch materials including evaluating existing portfolios, crafting responses to Requests for Proposals, assisting with researching, identifying, and tracking prospective clients. Other efforts may include innovating new lines of business, producing public-facing thought leadership pieces and whitepapers, and building relationships with service providers and intermediaries in our industry.
Other: 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, thematic research on investment opportunities, sourcing and monitoring new investments, and/or helping to develop our technological capabilities.
Key responsibilities will be regularly assessed and are subject to change based on the needs of the business. The individual may be required to work overtime, as needed.
Qualifications / Attributes
- Active passion for investing.
- 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.
- Undergraduate degree with a strong track record of academic achievement.
- Steps taken towards becoming a CFA Charterholder preferred, but not essential.
- 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
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.
California 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 San Francisco office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in San Francisco is $130,000 – $165,000. 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.
Contact Details
Hiring Manager: Sud Murugesu, Partner and Head of West Coast
Please send your CV to NorthAmericaRecruiting@partners-cap.com with the subject: Senior Investment Associate – SF. Further information about Partners Capital is available on our website www.partners-cap.com.
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