Investment Associate: Multi-Asset Portfolios, Dallas

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 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.