Investment Analyst (New York)

Partners Capital • New York, NY

5h

About The Position

Partners Capital is hiring an 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 contribute to Firm development through specific projects and initiatives in a fast-paced, entrepreneurial environment.

In Portfolio Management, Analysts work in teams of three to six to specify, develop, and execute client investment strategies. In Asset Manager Due Diligence, Analysts evaluate asset managers who may deploy client capital, build expertise in specialist areas, maintain manager relationships, and identify or sponsor investment opportunities. The role may include other projects that support the Firm, such as improving portfolio construction knowledge and approaches, assisting with business development, or developing technological capabilities. Key responsibilities may change periodically based on business needs, and overtime may be required.

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.

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 due diligence.
• Understand the broader investment landscape for alternative strategies and 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 clients’ capital after approval through the Firm’s investment process.
• Develop specialist areas of expertise over time, maintain relationships with asset managers, and identify or sponsor new investment opportunities.
• Contribute to Firm development through projects such as improving portfolio construction knowledge and approaches, assisting with business development, or developing technological capabilities.

What This Job Offers

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