Salary
-- Experience
8+ years Type
Full-Time Strategy
Other Team
Investing Firm AUM
$75B Partners Capital is looking for an Investment Principal to join their Dallas team. In this role, you’ll lead the management of multi-asset class portfolios for clients, develop tailored investment strategies, and act as a key contact for client interactions. You’ll also play a significant role in business development efforts in Texas, helping to grow the firm’s presence in the region.
What You’ll Do
- Lead teams managing multi-asset class client portfolios
- Develop investment strategies tailored to client needs
- Act as the main contact for clients, handling portfolio reviews and inquiries
- Prepare and lead client meetings with relevant materials
- Manage and mentor junior team members
- Drive business development efforts in Texas
- Participate in local networking activities to build the firm’s presence
What You Need
- Deep understanding and passion for investing and markets
- 8+ years of experience in a professional services role
- Experience in endowment or family office portfolio management is a plus
- Strong academic background with an undergraduate degree
- Advanced degree or professional certification is a plus
- Proficiency in Microsoft Office
- Excellent problem-solving and interpersonal skills
- Experience mentoring and leading junior team members
What You’ll Love
- Opportunities for professional development and career growth
- Competitive compensation and exceptional benefits
- Flexible working model focused on results
- Support for pursuing professional certifications
- Engagement in global philanthropy and volunteer programs
- A collaborative and inclusive work culture
About the Firm
- Founded in 2001, Partners Capital is a Global Investment Office
- Manages over $75B in assets for distinguished clients
- Employs more than 350 people across eight global offices
- Values diversity and inclusion in its workforce
- Offers customized investment portfolios leveraging a strong network
