Senior Investment Associate (Client)
Boutique international investment advisor to sophisticated investors looking for a client-focused Senior Investment Associate to join the talented team located in our Boston office.
Portfolio Management (80%): You will work in teams of three to six people to specify, develop and execute our clients’ investment strategies. This will involve, among other things, the setting of long-term asset allocation strategy, the selection of approved investment funds to achieve this strategy, the ongoing monitoring, management and continual improvement of the investment line-up and the production of materials for client meetings to report on investment performance and discuss investment strategy. With support and training, we expect you to grow into a position to be able to attend these meetings and develop relationships with clients.
Other (20%): In addition to the above, you will, for variety, take on other activities and projects, which might include: coaching and mentoring junior colleagues, interviewing Investment Associate candidates, participating in pitches to prospective clients, performing due diligence on third-party investment managers, co-authoring investment strategy White Papers and helping to develop our technological capabilities.
We are looking for intellectually curious team players with a strong desire to further our reputation for excellence. You will have good problem-solving and interpersonal skills and thrive in a collaborative working environment. You need not have worked within the investment management industry, but you will have worked for a number of years in a professional services role (e.g., within management consulting, investment banking, or accounting) and have a passion for investing. You will have an undergraduate degree from a top institution, with a strong record of academic achievement. As we are proponents of lifelong learning, you will be keen to commit to further professional development including the CFA qualification, which we will support. If you believe you have some (or all) of these attributes and are looking to fulfill your potential in an intellectually engaging career with good long-term progression prospects in a growing firm, we encourage you to apply.
We offer a competitive package including long term performance related incentives.
Email CV & cover letter to: firstname.lastname@example.org, with subject line “Senior Investment Associate (Client)”