At a Glance
- Tasks: Join our investment team to develop and execute client investment strategies across various asset classes.
- Company: Partners Capital, a leading firm in investment management with a collaborative culture.
- Benefits: Competitive salary, professional development, and opportunities for mentorship.
- Other info: Dynamic role with opportunities for growth and involvement in diverse projects.
- Why this job: Gain insights from top asset managers and make a real impact on client portfolios.
- Qualifications: Around 5 years of investment experience and strong communication skills.
The predicted salary is between 43200 - 72000 £ per year.
We are looking for a talented investment professional to join our investment team. Candidates who are considering a career in investment management and who want to develop investment insights across all asset classes, and from some of the best asset managers in the world are likely to find the opportunity at Partners Capital compelling.
Client Investment Strategy (80%): The portfolio management team is to specify, develop and execute our clients’ investment strategies. This involves, among other things, the setting of long-term asset allocation targets, the evaluation and selection of third-party investment managers, the design and oversight of derivative overlay strategies, the research and generation of tactical asset allocation ideas, and attendance at client meetings to report on investment performance and discuss investment strategy. You will initially be allocated around a dozen investment portfolios, which will cover a range of institutional and family office clients. Each client is typically supported by a team of 3 to 5 people, with whom you will work on a day to day basis. With support and training, you will gradually take the lead in client interactions, which include regular portfolio reviews, presentations, and ad-hoc queries.
Other (20%): In addition to the above, you will 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. Key responsibilities will be assessed and are subject to change from time to time based on the needs of the business. As with all other members of the firm, you will be expected to contribute to other areas of the business for example special research projects, recruiting, training or business development.
Position Attributes: Approximately 5 years’ investment experience preferably from an investment.
Investment Senior Associate in London employer: Partners Capital
At Partners Capital, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. Our investment team is dedicated to professional growth, offering extensive training and mentorship opportunities, while our commitment to diversity and inclusion ensures a supportive environment for all employees. Located in a vibrant city, we provide our team with access to leading asset managers and the chance to engage with a diverse range of institutional and family office clients, making every day a rewarding experience.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Senior Associate in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world and let them know you're on the hunt for a new role. Attend industry events, webinars, or even casual meet-ups to make those valuable connections that could lead to your next opportunity.
✨Tip Number 2
Prepare for interviews by researching the company and its investment strategies. Be ready to discuss how your experience aligns with their goals. Practise common interview questions and think about how you can showcase your skills in portfolio management and client interactions.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation for the opportunity. This not only shows your enthusiasm but also keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to see your passion for joining our investment team. Plus, it’s the best way to ensure your application gets the attention it deserves!
We think you need these skills to ace Investment Senior Associate in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Senior Associate role. Highlight relevant experience and skills that align with the job description, especially in client investment strategy and portfolio management.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're passionate about investment management. Share specific examples of your past experiences that demonstrate your ability to develop investment insights and work with clients.
Showcase Your Teamwork Skills:Since you'll be working closely with a team, emphasise your teamwork and mentoring abilities in your application. We want to see how you can contribute to our collaborative environment and support junior colleagues.
Apply Through Our Website:For the best chance of success, make sure to apply through our website. This way, we can easily track your application and ensure it reaches the right people on our investment team.
How to prepare for a job interview at Partners Capital
✨Know Your Investment Strategies
Make sure you brush up on various investment strategies and asset classes. Be prepared to discuss how you would approach setting long-term asset allocation targets and evaluating third-party managers. This shows that you’re not just familiar with the theory but can apply it practically.
✨Showcase Your Client Interaction Skills
Since client interactions are a big part of the role, think of examples from your past experiences where you successfully managed client relationships. Highlight your ability to present complex information clearly and how you’ve handled ad-hoc queries in the past.
✨Demonstrate Team Collaboration
You’ll be working closely with a team, so be ready to talk about your experience in collaborative environments. Share specific instances where you’ve coached or mentored junior colleagues, as this will show your leadership potential and teamwork skills.
✨Prepare for Technical Questions
Expect some technical questions related to portfolio management and due diligence processes. Brush up on your knowledge of derivative overlay strategies and tactical asset allocation ideas. Being able to discuss these topics confidently will set you apart from other candidates.
