Investment Associate

Partners Capital; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan with employer matching

Flexible spending accounts

Commuter benefits

Paid time off

Volunteer day

Job summary

Partners Capital in Dallas seeks an Investment Associate to join client portfolio management teams focused on multi-asset strategies and asset manager diligence. You will help specify long-term allocation, select funds, monitor exposures, and prepare client meeting materials.

With support and training, you will grow toward attending meetings and developing client relationships while contributing to portfolio construction and firm development.

Qualifications

• Active passion for investing.
• 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.

Responsibilities

• Support client portfolio management by helping specify, develop and execute investment strategies.
• Assist with asset allocation analysis, fund selection and monitoring of portfolio exposures.
• Prepare materials for client meetings to report investment performance and strategy.

Skills

Investing passion

Quantitative skills

Problem solving

Interpersonal skills

Collaborative work style

Curiosity

Education

Undergraduate degree

Tools

Microsoft Office

Job description

Partners Capital is a global investment office that serves as a long-term steward of capital for institutions, family offices and individuals. The Firm designs bespoke investment policies reflecting each client’s unique circumstances and implements investment solutions that aim to deliver strong returns with resilience across market cycles. The Firm constructs portfolios by tapping into its deep network of partnerships with what it believes to be exceptional asset managers across all major asset classes. In helping its mission-driven clients achieve their financial objectives, Partners Capital aspires to advance their impact within fields including healthcare, education, and the arts. The Firm is owned and led by more than 50 working shareholders who invest their own capital alongside clients, aligning the team deeply with those it serves. Founded in 2001, Partners Capital has more than 400 employees across 11 offices globally and $84 billion in assets under management as of June 30, 2026.

The Investment Associate located in Dallas will be a key part of teams that manage multi-asset class client portfolios. In addition, the Investment Associate will have exposure to asset manager diligence projects and will be expected to contribute to broader Firm development.

Client Portfolio Management (Primary Focus): The Investment Associate will primarily work in teams of three to six people to specify, develop and execute our clients’ investment strategies. This process will involve, among other things: establishing a long-term asset allocation strategy, analyzing and selecting approved investment funds to achieve this strategy, monitoring portfolio exposures and continuously improving the investment line-up and producing for client meetings to report on investment performance and discuss investment strategy. With support and training, we expect the Investment Associate to grow into a position to be able to attend these meetings and develop relationships with clients.

Other (Secondary Focus): As with all other members of the Firm, the 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, assisting with business development and/or helping to develop our technological capabilities.

Additional responsibilities include:

• 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

Qualifications / Attributes

• Active passion for investing
• 1-3 years of experience in a professional services role (e.g., management consulting, investment banking, wealth management or asset management)
• 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

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. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.

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.