Partners Capital · 20 hours ago
Investment Associate
Dallas, TX
Full-time
Onsite
Entry, Mid Level
2+ years expPartners Capital is a firm that manages multi-asset class client portfolios, and they are seeking an Investment Associate to join their Dallas team. The role involves client portfolio management, business development efforts, and contributing to the firm's overall success through various projects.
Financial Services
Hiring Manager
Ashley Elizabeth Gregory
Responsibilities
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
Qualification
Required
Active passion for investing
2-4 years' experience in a professional services role (e.g., management consulting, investment banking, or asset management)
Undergraduate degree with a strong track record of academic achievement
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
Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analyst (CAIA)
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
Charity program
Volunteer day
Wellness and social events
Support for professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA)
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