Investment Associate

Multi-asset Class Investment Firm


Financial Services


Boston, MA





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Position details

Client / Situation

  • Our client is a global outsourced investment office with $40B in assets under management and client base comprised of institutions, family offices and sophisticated high net worth individuals
  • They engaged us to find an Investment Associate to support client portfolio management, as well as conduct investment research and various firm-wide initiatives as needed

Objectives / Mandate

  • Aid in client review meeting preparation by managing clients’ balance sheets, preparing asset allocation analyses and recommendations, selecting managers for investment, and reviewing performance
  • Conduct deep qualitative (e.g. understanding strategy, portfolio construction, and business structure) and quantitative (e.g. historical performance analysis and risk exposures) analyses on prospective asset managers

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