Investment Associate

Partners Capital•Dallas, TX

2d•$95,000 - $130,000

About The Position

The Investment Associate, located in Dallas, will be a key member of teams managing multi-asset-class client portfolios. The role primarily focuses on specifying, developing, and executing clients’ investment strategies, typically as part of teams of three to six people. This includes establishing long-term asset allocation strategies, analyzing and selecting approved investment funds, monitoring portfolio exposures, improving investment lineups, and preparing materials 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 provides exposure to asset manager diligence projects and includes contributing to broader Firm development. Other projects may involve researching and improving portfolio construction, assisting with business development, and helping develop the Firm’s technological capabilities. The Associate must adhere to information security processes and policies, 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

Help specify, develop, and execute client investment strategies as part of a team.
Establish long-term asset allocation strategies.
Analyze and select approved investment funds to implement client strategies.
Monitor portfolio exposures and continuously improve investment lineups.
Prepare for client meetings by reporting on investment performance and discussing investment strategy.
Develop the ability to attend client meetings and build client relationships with support and training.
Contribute to asset manager diligence projects and broader Firm development.
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.