Partners Capital · 12 hours ago
Senior Investment Associate
Boston, MA
Full-time
Onsite
Mid, Senior Level
$120K/yr - $160K/yr
3+ years expPartners Capital is a Global Investment Office that manages customized investment portfolios for distinguished clients. The Senior Investment Associate will support Client Chief Investment Officers in managing multi-asset class portfolios, focusing on maximizing long-term investment performance and mentoring junior team members.
Financial Services
Hiring Manager
Ashley Elizabeth Gregory
Responsibilities
Investment Strategy Development: Leveraging insights from the Firm’s Central Research and Asset Class teams to prepare recommendations related to client portfolio asset allocation and external manager selection
Portfolio Exposure Management: Monitoring portfolio exposures on an ongoing basis. Rebalancing investments, as necessary, to ensure that the portfolio adheres to stated goals and constraints. Managing liquidity to meet capital requirements of the client
Meeting Preparation/Participation: Preparing materials for client portfolio update meetings. Supporting the Client CIO in responding to client questions regarding managers, exposures and investment strategy
Client Request Management: Conducting ad-hoc analyses to respond to client requests related to, for example: external investment opportunities, charitable giving and/or estate planning
Team Development: Managing, developing and mentoring junior team members who will support the Senior Investment Associate in their range of responsibilities
As with all other members of the Firm, the Senior Investment Associate will take on other activities and projects that contribute to the success of the business. Examples may include: researching and improving our portfolio construction approach, assisting with business development and/or helping to develop our technological capabilities. Key responsibilities will be regularly assessed and are subject to change occasionally based on the needs of the business. The individual may be required to work overtime, as needed
Qualification
Required
Active passion for investing
Undergraduate degree in related field
3-6 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
Preferred
Experience in a related field (e.g., investment consultancy) is a plus
Benefits
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
Global philanthropy via a charity program
Volunteer day
Wellness and social events
Company
Partners Capital
Partners Capital provides services to investment professionals, foundations, and high net-worth families.
201-500 employees
H1B Sponsorship
Partners Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (3)
2022 (2)
2021 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
General Atlantic
2024-02-08Private Equity
2017-04-10Acquired
Leadership Team
Paul Dimitruk
Co-Founder & Senior Partner
Adam Watson
Partner & Head of Asia Pacific
Recent News
2025-08-13
Company data provided by crunchbase