Investment Principal

The Investment Principal on the Client CIO team located in Boston 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.

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 assisting with business development.

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 :

Qualifications / Attributes

Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $160,000 – $210,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis.

The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program.

For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

#J-18808-Ljbffr