Investment Principal
Company: Partners Capital
Location: Dallas
Posted on: March 4, 2025
Job Description:
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:
- 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.Qualifications / Attributes
- 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).
Experience in a related field (e.g., endowment / family office
portfolio management, investment consultancy) is a plus.
- Undergraduate degree with a strong track record of academic
achievement. Advanced degree (e.g., MBA) or professional
certification (e.g., CFA, CAIA) is a plus.
- 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.Partners Capital is committed to being a great place to
work. We are focused both on wellbeing and professional growth. You
can expect professional development and career progression
opportunities, competitive compensation, exceptional benefits, and
a flexible "results-focused" working model. Our benefits package
includes medical, dental, and vision insurance, short and long-term
disability insurance, life insurance, flexible spending accounts,
commuter benefits, paid time off and a 401(k) plan with employer
matching. The Firm also supports global philanthropy via a charity
program and volunteer day. In addition, we champion a variety of
wellness and social events.
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Keywords: Partners Capital, Dallas , Investment Principal, Other , Dallas, Texas
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