Investment Principal, Client CIO

Partner's Capital•Dallas, TX

3d•Onsite

About The Position

The Investment Principal on the Client CIO team located in Dallas will lead teams that manage multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment. Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief Investment Officer (CIO) for their clients, with end-to-end management responsibility for the investment process of client portfolios. Key responsibilities include: Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm’s Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs. Client Facing Responsibilities: Investment Principals are key day-to-day contacts for clients, across regular portfolio review meetings and ongoing portfolio dialogue. Maintaining open dialogue with clients and responding to ad-hoc requests related to, for example: external investment opportunities, charitable giving and/or estate planning. Meeting Preparation: Directing the agenda and supporting materials for client update meetings across portfolio, performance and market / macroeconomic topics. Leading meeting discussions and responding to client questions regarding investment strategy. Team Leadership & Development: Managing, developing and mentoring junior team members who will support the Investment Principal in their range of responsibilities. Business Development (Primary Focus): As a key member of Dallas-based team, the Investment Principal will be expected to help drive the Firm’s business development efforts in Texas. This will primarily include managing pitch processes for Texas-based prospective clients (e.g., performing preliminary research on investments within the prospective client’s existing portfolio, developing a proposed asset allocation and manager lineup for the prospective client, helping compose pitch decks and manage RFP processes, presenting in pitch meetings, responding to prospective client questions, managing communications with financial intermediaries). This could also include helping plan Texas-based brand building initiatives (e.g., client dinners). The Investment Principal will also be expected to participate in local networking activities, such as conferences, networking dinners, one-on-one meetings networking, etc. to help build the firm’s presence and brand in Texas. Other (Secondary Focus): As with all other members of the Firm, the Investment Principal will take on other activities and projects that contribute to the success of the business. Examples may include: recruiting and training junior members of the team, working with our internal DEI council and business associates, and/or helping manage staffing for the Dallas team. 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

Requirements

Deep understanding and active passion for investing and markets
8+ years’ experience in a professional services role (e.g., management consulting, investment banking, or asset management).
Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Strong quantitative skills and detail-orientation
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
Experience mentoring, training and leading junior team members
Undergraduate degree with a strong track record of academic achievement.

Nice To Haves

Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus
Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus

Responsibilities

Serve as the Chief Investment Officer (CIO) for clients, with end-to-end management responsibility for the investment process of client portfolios.
Design multi-asset class portfolios for clients, subject to client-specific constraints including risk budget, liquidity and spending needs.
Act as a key day-to-day contact for clients, conducting regular portfolio review meetings and ongoing portfolio dialogue.
Respond to ad-hoc client requests related to external investment opportunities, charitable giving, and/or estate planning.
Direct the agenda and supporting materials for client update meetings, covering portfolio, performance, and market/macroeconomic topics.
Lead meeting discussions and respond to client questions regarding investment strategy.
Manage, develop, and mentor junior team members.
Drive the Firm’s business development efforts in Texas, including managing pitch processes for prospective clients.
Perform preliminary research on investments within a prospective client’s existing portfolio.
Develop a proposed asset allocation and manager lineup for prospective clients.
Assist in composing pitch decks and managing RFP processes.
Present in pitch meetings and respond to prospective client questions.
Manage communications with financial intermediaries.
Help plan Texas-based brand building initiatives, such as client dinners.
Participate in local networking activities, such as conferences, networking dinners, and one-on-one meetings.
Recruit and train junior members of the team.
Work with the internal DEI council and business associates.
Help manage staffing for the Dallas team.
Ensure all information security processes, policies, and procedures are adhered to.
Raise any information security issues or concerns with the Cyber Security team.
Ensure full compliance with all local data protection regulations and privacy controls.
Raise any data protection or privacy control issues via the appropriate channels.

Benefits

Professional development and career progression opportunities
Competitive compensation
Exceptional benefits
Flexible “results-focused” working model
Medical insurance
Dental insurance
Vision insurance
Short-term disability insurance
Long-term disability insurance
Life insurance
Flexible spending accounts
Commuter benefits
Paid time off
401(k) plan with employer matching
Global philanthropy via a charity program
Volunteer day
Wellness and social events
Support for the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.
Performance-based incentives