Investment Principal & Client CIO Leader (Dallas)

Partners Capital; Dallas (TX); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with employer matching

Flexible spending accounts

Paid time off

Job summary

Partners Capital is seeking an Investment Principal to manage multi-asset class client portfolios in Dallas. This role involves serving as Chief Investment Officer for clients, leading client communications, and driving business development efforts in Texas.

The ideal candidate will have over 8 years of relevant experience, strong quantitative skills, and a passion for investing. The firm emphasizes professional development and offers competitive compensation and excellent benefits.

Qualifications

• 8+ years’ experience in professional services (management consulting, investment banking, asset management).
• Experience mentoring, training and leading junior team members.
• Detail-oriented and high intellectual curiosity.

Responsibilities

• Lead day-to-day management of client portfolios as Chief Investment Officer.
• Develop investment strategies and manage bespoke portfolios.
• Drive business development efforts in Texas, managing pitch processes.

Skills

Deep understanding and active passion for investing and markets

Strong quantitative skills

Excellent problem-solving skills

Interpersonal skills

Ability to thrive in a collaborative environment

Education

Undergraduate degree with a strong academic track record

Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA)

Tools

Microsoft Office (Excel, PowerPoint, Word, Outlook)

Job description

Partners Capital is seeking an Investment Principal to manage multi-asset class client portfolios in Dallas. This role involves serving as Chief Investment Officer for clients, leading client communications, and driving business development efforts in Texas.

The ideal candidate will have over 8 years of relevant experience, strong quantitative skills, and a passion for investing. The firm emphasizes professional development and offers competitive compensation and excellent benefits.