Senior Investment Associate

Partners Capital; Dallas (TX); On-site; USD 105,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with employer matching

Paid time off

Flexible spending accounts

Short and long-term disability insurance

Job summary

A leading financial services firm is seeking a Senior Investment Associate in Dallas, TX. The role involves managing client portfolios, developing investment strategies, and contributing to business development efforts in Texas. Candidates should have a passion for investing along with 5+ years of relevant experience and a strong academic background. The position offers competitive compensation and comprehensive benefits, making it an excellent opportunity for those looking to advance their career in asset management.

Qualifications

• 5+ years’ experience in a professional services role.
• Active passion for investing.
• Strong track record of academic achievement.

Responsibilities

• Manage multi-asset class client portfolios.
• Contribute to business development efforts in Texas.
• Participate in asset manager diligence projects.

Skills

Problem-solving

Interpersonal skills

Detail orientation

Quantitative skills

Collaborative skills

Education

Undergraduate degree

Tools

Microsoft Office

Job description

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

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 Senior Investment Associate to grow into a position to be able to attend these meetings and develop relationships with clients.

Business Development (Primary Focus): As a key member of Dallas-based team, the Senior Investment Associate will be expected to help drive the Firm’s business development efforts in Texas. This will primarily include contributing to pitch processes for Texas-based prospective clients (e.g., performing preliminary research on investments within the prospective client’s existing portfolio, helping to develop a proposed asset allocation and manager lineup for the prospective client, composing pitch decks, contributing to RFPs, and responding to prospective client questions). This could also include helping plan Texas-based brand building initiatives (e.g., client dinners or other events).

Other (Secondary Focus): As with all other members of the Firm, the Senior 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 the talent acquisition process and/or helping to develop our technological capabilities.

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

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
• 5+ years’ experience in a professional services role (e.g., management consulting, investment banking, 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.

Please send your CV to [e-mail] with the subject: Dallas Senior Investment Associate. Further information about Partners Capital is available on our website www.partners-cap.com.

For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services, Business Consulting and Services, and Venture Capital and Private Equity Principals

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