2027 Investment Analyst

Partners Capital • Boston, MA

7h

About The Position

Partners Capital is seeking a 2027 Investment Analyst to contribute to teams managing multi-asset class client portfolios or evaluating alternative investment opportunities. Depending on the candidate’s interests and the Firm’s needs, the Analyst will primarily focus on Portfolio Management or Asset Manager Due Diligence while gaining exposure to the full investment process and developing an understanding of all parts of the business. The Analyst will also participate in projects and initiatives supporting the broader development of the Firm. The role suits someone willing to learn and comfortable in a fast-paced, entrepreneurial environment.

In Portfolio Management, Analysts work in teams of three to six to specify, develop, and execute investment strategies for clients. In Asset Manager Due Diligence, Analysts assess managers who may deploy client capital, build specialist expertise over time, maintain manager relationships, and identify or sponsor investment opportunities. Responsibilities may change periodically according to business needs. Overtime may be required as needed.

Requirements

• Active passion for investing.
• Strong communication skills.
• Prior experience in a fast-paced, analytical role.
• Undergraduate degree with a strong track record of academic achievement.
• Proficiency in Microsoft Office, including Excel, PowerPoint, Word, and Outlook.
• Strong quantitative skills and attention to detail.
• 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.
• Willingness and ability to work overtime as needed.

Responsibilities

• Set and continuously develop long-term asset allocation strategies for client portfolios.
• Recommend manager additions and redemptions based on client goals and constraints, macro conditions, and updated diligence.
• Understand the broader investment landscape for alternative strategies and assess potential implications for client portfolio construction.
• Monitor and manage portfolio exposures on an ongoing basis.
• Produce materials for client meetings that report on and analyze investment performance drivers and prompt discussion of investment strategy.
• Conduct due diligence on asset managers who may deploy client capital after approval through the Firm’s investment process.
• Develop one or more specialist areas of expertise over time, maintain relationships with asset managers, and identify or sponsor new investment opportunities.
• Contribute to Firm development projects, potentially including research and improvement of portfolio construction knowledge and approaches, business development, and technological capabilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level