Investment Analyst (New York)

Partners Capital; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Partners Capital in New York seeks an Investment Analyst to support multi-asset client portfolios and due diligence on asset managers. The role focuses on either Portfolio Management or Asset Manager Due Diligence, with exposure to the full investment process and firm development.

The Analyst will contribute to investment research, develop long-term asset allocation, monitor exposures, and prepare materials for client meetings, while learning in a fast-paced, entrepreneurial environment.

Qualifications

• Undergraduate degree with strong academic record.
• Proven analytical abilities in a fast-paced environment.
• Proficiency with Microsoft Office and Excel.

Responsibilities

• Set and develop long-term asset allocation strategies.
• Recommend manager additions and redemptions based on goals and conditions.
• Monitor portfolio exposures and analyze drivers of performance.
• Prepare client materials for meetings and discussions.
• Assist in due diligence and development of investment process.

Skills

Active passion for investing

Analytical mindset

Strong communication

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office Suite

Excel

Job description

Position Description

The Investment Analyst will be a key part of teams that manage multi-asset class client portfolios or evaluate alternative investment opportunities for our clients. Based on a candidate’s interest and the needs of the Firm, the Analyst will primarily focus on either (1) Portfolio Management or (2) Asset Manager Due Diligence, as described below. Regardless of the area of focus, the Investment Analyst will gain exposure to our full investment process and develop an understanding of all parts of the business.

The Investment Analyst will also contribute to broader Firm development through participation in specific projects or initiatives. As a rapidly growing business, we seek new team members with a willingness to learn, who are dynamic and comfortable working in a fast-paced, entrepreneurial environment.

Investment Analysts focused on Portfolio Management will work in teams of three to six people to specify, develop and execute our clients' investment strategies. This role will involve, among other things:

• Setting and continuously developing a long-term asset allocation strategy for client portfolios
• Recommending manager additions and redemptions based on client goals and constraints, macro conditions and/or updated diligence
• Understanding the broader investment landscape for alternative strategies and potential implications to our clients' portfolio construction
• Ongoing monitoring and management of portfolio exposures
• Producing materials for client meetings to report on and analyze the drivers of investment performance and prompt discussion on investment strategy

Asset Manager Due Diligence

Investment Analysts focused on Asset Manager Due Diligence will be responsible for

• Conducting due diligence on asset managers, who, once approved through our investment process, would deploy our clients' capital
• Understanding the broader investment landscape for alternative strategies and potential implications to our clients' portfolio construction
• Displaying a high level of maturity and gravitas, as the role involves exposure to some of the most seasoned and respected asset managers in the world
• Over time, developing one or more specialist areas of expertise, maintaining relationships with asset managers and identifying/sponsoring new investment opportunities

Other: In addition to the above, the Investment Analyst will take on other activities and projects that contribute to the broader development of the Firm, which might include: researching and improving our portfolio construction knowledge and approach, assisting with business development, and/or developing our technological capabilities.

Key responsibilities will be regularly assessed and are subject to change periodically based on the needs of the business. The individual may be required to work overtime, as needed.

Qualifications / Attributes

• Active passion for investing
• Prior experience in a fast-paced, analytical role
• Undergraduate degree with a strong track record of academic achievement
• 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

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.