Investment Analyst: Portfolio Strategy & Due Diligence

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

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.