Investment Associate (Dallas)

Position Description

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.

Business Development (Primary Focus) : As a key member of Dallas-based team, the Investment Associate will be expected to help drive the Firms 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 clients 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 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.

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

Required :

Benefits

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.

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