Investment Principal - Multi-Asset Research
A Boston-based investment firm is seeking an Investment Principal to lead the research and management of customized, multi-asset class portfolios for high-net-worth clients. This role combines strategic investment oversight with client relationship management and team leadership.
Key Responsibilities:
Client Portfolio Management
- Act as the CIO for key clients, overseeing the full investment process.
- Design and manage bespoke portfolios using firm-wide research and asset class insights, tailored to client-specific constraints (e.g., risk, liquidity, spending).
- Serve as the primary point of contact for clients, handling regular reviews and ad-hoc investment-related inquiries.
- Lead preparation and delivery of client meeting materials, covering performance, strategy, and market commentary.
Qualifications:
- 8+ years in investment management, consulting, banking, or a related field.
- Strong academic background; advanced degrees or certifications (e.g., CFA, MBA) preferred.
- Excellent analytical, communication, and interpersonal skills.
- Demonstrated leadership and mentoring experience.
- High intellectual curiosity and collaborative mindset.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.