Investment Associate

Partner's Capital • Dallas, TX

1d

About The Position

The Investment Associate, based in Dallas, will be part of teams managing multi-asset-class client portfolios and will also contribute to asset manager diligence and broader Firm development. The primary focus is to work in teams of three to six to specify, develop, and execute clients’ investment strategies. This includes establishing long-term asset allocations, analyzing and selecting approved investment funds, monitoring portfolio exposures, improving investment line-ups, and preparing for client meetings on investment performance and strategy. With support and training, the Associate is expected to develop the ability to attend client meetings and build client relationships.

The role also involves projects that support the business, such as researching and improving portfolio construction, assisting with business development, and helping develop technological capabilities. The Associate must adhere to information security processes, policies, and procedures; raise concerns with the Cyber Security team; and comply with local data protection regulations and privacy controls.

Requirements

• Active passion for investing.
• 1–3 years of experience in a professional services role, such as management consulting, investment banking, wealth management, or asset management.
• 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

• Work with teams of three to six to specify, develop, and execute client investment strategies.
• Establish long-term asset allocation strategies.
• Analyze and select approved investment funds to implement investment strategies.
• Monitor portfolio exposures and continuously improve investment line-ups.
• Prepare for client meetings to report on investment performance and discuss investment strategy.
• With support and training, attend client meetings and develop client relationships.
• Contribute to asset manager diligence projects and other activities that support the success of the Firm.
• Research and improve the Firm’s portfolio construction approach.
• Assist with business development and the development of technological capabilities.
• Adhere to information security processes, policies, and procedures, and raise issues or concerns with the Cyber Security team.
• Comply with local data protection regulations and privacy controls, raising related issues through appropriate channels.

Benefits

• Professional development and career progression opportunities.
• Competitive compensation.
• Medical, dental, and vision insurance.
• Short- and long-term disability insurance.
• Life insurance.
• Flexible spending accounts.
• Commuter benefits.
• Paid time off.
• 401(k) plan with employer matching.
• Charity program and volunteer day.
• Wellness and social events.
• Support for professional certifications, including CFA and CAIA.

What This Job Offers

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