Partners Capital · 13 hours ago
Investment Principal
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$160K/yr - $210K/yr
8+ years expPartners Capital is a growing firm looking for an Investment Principal to join their Client CIO team in New York. This role involves overseeing multi-asset class client portfolios, serving as the Chief Investment Officer, and managing the investment process while maintaining client relationships.
Financial Services
Hiring Manager
Ashley Elizabeth Gregory
Responsibilities
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
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
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
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
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