Investment Associate, London

Partners Capital Investment Group; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading investment management firm in the United Kingdom seeks an Investment Associate to manage investment portfolios for institutional and family office clients. You'll engage in research, due diligence, and client relationship management. Ideal candidates should possess strong problem-solving and interpersonal skills, with a passion for investing. The firm supports career advancement, offers competitive compensation, and a comprehensive benefits package including private medical insurance, pension contributions, and wellness benefits.

Benefits

Private medical and life insurance

Income protection

Pension contributions

Volunteer day for all employees

Social events

Qualifications

• Professional experience in consulting, investment banking, or accounting.
• Desire to pursue further professional development (CFA qualification).
• Ability to thrive in a collaborative working environment.

Responsibilities

• Manage eight to ten investment portfolios for clients.
• Conduct research and due diligence on asset managers.
• Take on additional projects to improve portfolio construction.
• Develop relationships with clients and asset managers.

Skills

Intellectual curiosity

Problem-solving skills

Interpersonal skills

Team player

Job description

Portfolio Management (60%)

You will initially be allocated eight to ten investment portfolios which will cover a range of institutional and family office clients. Example institutional clients include the endowments of the V&A Museum, Eton College and INSEAD Business School. In London, the portfolios are largely managed on a fully discretionary basis by teams of three to six people. The aim of the portfolio management team is to specify, develop and ensure execution of 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.

Investment Origination, Execution and Monitoring (30%)

You will initially be allocated to either one of three asset class teams: 1) Private Markets, 2) Absolute Return and Credit or 3) Global Equities, or a broader area such as socially responsible (ESG) investing. As part of the team you will be responsible for researching and identifying promising investment theses and subsequently conducting due diligence on asset managers who, once approved through our investment process, would deploy our clients’ capital. Once a manager is approved, the decision of whether to allocate to it is made by the individual client portfolio management teams, of which you will be a member, as described above. Manager due diligence will result in you having exposure and direct access to some of the most seasoned and high‑quality asset managers in the world. As such we expect our investment associates to display a significant level of maturity and gravitas. Over time you will be expected to develop one or more specialist areas of expertise, manage relationships with managers in those areas and be able to identify and sponsor new investments in those areas through the investment process.

Other (10%)

In addition to the above, you will, for variety, take on other activities and projects, which might include: researching and improving our portfolio construction knowledge and approach, assisting with business development, or helping to develop our technological capabilities.

Attributes / Required Skills

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 in a professional services role (e.g. within management consulting, investment banking, or accounting) and have a passion for investing. 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 fulfil your potential in an intellectually engaging career with good long‑term progression prospects in a growing firm, we encourage you to apply.

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 private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees. We also champion a variety of social events.