Senior Investment Associate
Partners Capital Investment Group is a global outsourced investment office seeking a talented Senior Associate to join our newly established West Coast team, located in San Francisco. The Senior Investment Associate will be a part of a diverse group that now requires an additional team player who will have wide-ranging, client-facing responsibilities.
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. 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 on transparency to maintain a meritocratic and collegial 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.
Above all, Partners Capital strives to best serve its clients with industry-leading investment performance and service; alongside the professional development and happiness of its employees.
Client Portfolio Management (50%): Creating investment strategy from inception to client presentation and execution; both virtually and in person. Managing clients’ balance sheets, preparing asset allocation analyses, and investment recommendations. This role requires a strong grasp of portfolio construction and an ability to produce client-ready work on tight deadlines.
Business Development (40%): Preparing pitch materials including evaluating existing portfolios, crafting Requests for Proposals, assisting with researching, identifying, and tracking prospective clients. Innovating new lines of business.
Investment Research (10%): Occasionally accountable for the investment due diligence process including sourcing and monitoring new investments and leading initial meetings in the research process. Responsible for conducting qualitative and quantitative analyses that require strong Excel modelling skills.
The ideal candidate will have 3-6 years of experience in asset management, investment banking, management consulting, or a related field. This person is expected to have an undergraduate degree from a top institution alongside a strong record of academic achievement. An MBA or CFA Charter is preferred, but not essential.
Our salary and benefits package is competitive and includes a base salary, a performance-based cash bonus and a deferred compensation program directly linked to firm profitability, designed to support retention and incentivize long-term employees. Partners Capital is committed to the development of its staff and provides extensive on-the-job learning and training opportunities. We also support pursuit of professional certifications as appropriate to each individual.
Partners Capital is diverse and inclusive, in people and in thought. Our meritocracy is enabled by fostering a truly inclusive and collaborative culture. We are proud to be an equal opportunity employer where diverse perspectives, backgrounds and experiences are valued.