Research Associate

Partners Capital Investment Group; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Partners Capital Investment Group in London is seeking a Research Associate to join our Credit team. You will gain broad exposure across private, liquid, structured, hedge funds, secondaries and co-investments while sourcing new managers and conducting due diligence on investment ideas.

You will support portfolio managers, evaluate existing investments, and help articulate target strategies. The role emphasizes rigorous analysis, strong communication, and collaboration across the research team,

Qualifications

• Proven experience working in asset management.
• Strong due diligence and analytical skills.
• Excellent communication and presentation abilities.
• Experience collaborating with investment teams and clients.
• CFA qualification (preferred) or active study.

Responsibilities

• Source investment opportunities and identify potential managers.
• Perform rigorous due diligence on new investment ideas.
• Evaluate and monitor existing investments and performance.
• Help articulate target strategies and portfolio construction.
• Liaise between research team and client portfolio managers.
• Ensure information security and data protection compliance.
• Engage with internal and external stakeholders across levels.

Skills

Asset management

Due diligence

Investment analysis

Stakeholder management

Presentation skills

Team collaboration

Education

Undergraduate degree in relevant subject

CFA qualification (preferred)

Job description

Partners Capital are currently looking to hire a Research Associate to join our Credit team. This role offers a chance to gain broad Credit exposure across and range of sub-asset classes and opportunities including private credit (direct lending, asset backed lending, capital solutions, and other strategy types), liquid credit, structured credit, hedge funds, secondaries and co-investments. The Research Associate will support the team with sourcing new managers, performing due diligence on new investment ideas, understanding the broader investment environment, manage and evaluate existing investments, and help act as a liaison between the research team and client portfolio managers.

The Research Associate will form a key part of our asset class research team, whose primary goal is to delivery superior risk-adjusted performance over the long-term to our clients. Partners Capital asset class research team also supports the broader growth and development of the firm.

Key responsibilities include, but are not limited to, the below.

• Continue to evolve and articulate the firm’s investment strategy.
• Identify and evaluate market niches.
• Help the wider team to articulate ideal manager specifications, proprietary mandate parameters or direct investment approaches for target areas.
• Develop relationships with investment managers, allocators and intermediaries to source investment opportunities. Conduct robust screens to identify the best teams within target strategies.
• Help perform rigorous due diligence of asset managers and other investment opportunities by working alongside other senior members of the asset class team. Key due diligence activities include qualitative and quantitative analysis of a manager’s portfolio, performance, strategy and team. The diligence process concludes with a detailed presentation to Partners Capital Investment Committee.
• Own ongoing diligence and monitoring of investment managers and opportunities.
• Work towards playing a key role in advising internal client teams on the overarching strategy within asset classes, manager selection and portfolio construction.
• Be responsible for ensuring all information security processes, policies and procedures are adhered to, and any issues or concerns are raised with the Cyber Security team.
• Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

Key Requirements

• Proven experience working in asset management, preferably in a manager selection or direct investment role.
• A sound working knowledge and active passion for investing.
• Team player who is excited to work collaboratively with the other 15 members of the Credit team.
• High levels of attention to detail and strong due diligence skills.
• A highly analytical approach, with strong verbal, written and presentation-based communication skills.
• Proven experience working in a fast paced, dynamic environment with an entrepreneurial approach and an appetite for taking on new challenges and projects.
• Strong internal and external stakeholder management skills with the ability to liaise with all team members across various levels of seniority.
• An undergraduate degree, or equivalent work experience, in a relevant subject matter is advantageous.
• Having completed the CFA qualification, or the interest in studying towards the CFA, would be preferred but is not essential.

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.