2027 Investment Analyst

Firm Description

Partners Capital is a global investment office that serves as a long-term steward of capital for institutions, family offices and individuals. The Firm designs bespoke investment policies reflecting each client’s unique circumstances and implements investment solutions that aim to deliver strong returns with resilience across market cycles. The Firm constructs portfolios by tapping into its deep network of partnerships with what it believes to be exceptional asset managers across all major asset classes.

In helping its mission-driven clients achieve their financial objectives, Partners Capital aspires to advance their impact within fields including healthcare, education, and the arts. The Firm is owned and led by more than 50 working shareholders who invest their own capital alongside clients, aligning the team deeply with those it serves. Founded in 2001, Partners Capital has more than 400 employees across 11 offices globally and $77 billion in assets under management as of March 31, 2026.

Partners Capital is diverse and inclusive, in people and in thought. Our meritocracy is enabled by fostering a truly inclusive and collaborative culture. We are proud to be an equal opportunity employer where diverse perspectives, backgrounds and experiences are valued.

Position Description

The Investment Analyst will be a key part of teams that manage multi-asset class client portfolios or evaluate alternative investment opportunities for our clients. Based on a candidate’s interest and the needs of the Firm, the Analyst will primarily focus on either (1) Portfolio Management or (2) Asset Manager Due Diligence, as described below. Regardless of the area of focus, the Investment Analyst will gain exposure to our full investment process and develop an understanding of all parts of the business.

The Investment Analyst will also contribute to broader Firm development through participation in specific projects or initiatives. As a rapidly growing business, we seek new team members with a willingness to learn, who are dynamic and comfortable working in a fast-paced, entrepreneurial environment.

Portfolio Management: Investment Analysts focused on Portfolio Management will work in teams of three to six people to specify, develop and execute our clients’ investment strategies. This role will involve, among other things:

Setting and continuously developing a long-term asset allocation strategy for client portfolios

Recommending manager additions and redemptions based on client goals and constraints, macro conditions and/or updated diligence

Understanding the broader investment landscape for alternative strategies and potential implications to our clients’ portfolio construction

Ongoing monitoring and management of portfolio exposures

Producing materials for client meetings to report on and analyze the drivers of investment performance and prompt discussion on investment strategy

Asset Manager Due Diligence: Investment Analysts focused on Asset Manager Due Diligence will be responsible for

Conducting due diligence on asset managers, who, once approved through our investment process, would deploy our clients’ capital

Understanding the broader investment landscape for alternative strategies and potential implications to our clients’ portfolio construction

Displaying a high level of maturity and gravitas, as the role involves exposure to some of the most seasoned and respected asset managers in the world

Over time, developing one or more specialist areas of expertise, maintaining relationships with asset managers and identifying/sponsoring new investment opportunities

Other: In addition to the above, the Investment Analyst will take on other activities and projects that contribute to the broader development of the Firm, which might include: researching and improving our portfolio construction knowledge and approach, assisting with business development, and/or developing our technological capabilities.

Key responsibilities will be regularly assessed and are subject to change periodically based on the needs of the business. The individual may be required to work overtime, as needed.

Qualifications / Attributes

• Active passion for investing
• Strong communication skills
• Prior experience in a fast-paced, analytical role
• Undergraduate degree with a strong track record of academic achievement
• 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