Investment Associate, Paris

Paris
- Role Description

**Portfolio Management (65%)**:You will initially be allocated ten to twelve investment portfolios which will cover a range of institutional and family office clients. Examples of our institutional clients include the endowments of INSEAD Business School, Eton College the V&A Museum and The Metropolitan Opera of New York. In Europe, our client portfolios are largely managed on a fully discretionary basis by teams of three to six people. The role of the portfolio management team is to specify, develop and ensure execution of clients’ investment strategies. This involves, among other things, the setting of long-term asset allocation strategy, the selection of approved investment funds to achieve this strategy, the ongoing monitoring, management and continual improvement of the investment line-up, and the production of materials for client meetings to report on investment performance and discuss investment strategy. With support and training, we expect you to grow into a position to be able to attend these meetings and develop relationships with clients.

**Business Development (20%)**:You will assist with business development and support the other members of our Paris office as we strengthen and expand our business in continental Europe. In this respect, your role will be primarily focused on preparing pitch materials, mapping the prospective clients’ universe, carrying out market research and preparing reports which will help guide the team’s business development strategy. In due course you will be expected to take a more proactive role and participate in meetings with prospective clients.

**Investment Origination, Execution and Monitoring (15%)**:You will initially be allocated to one of three asset class teams: 1) Private Markets, 2) Absolute Return and Credit or 3) Global Equities, or a broader area such as socially responsible (ESG) investing. As part of the team you will be responsible for researching and identifying promising investment theses and subsequently conducting due diligence on asset managers which, once approved, would deploy our clients’ capital. Your manager due diligence work will give you exposure and direct access to some of the most seasoned and high-quality asset managers in the world. As such we expect our investment associates to display a significant level of maturity and gravitas. Over time you will be expected to develop one or more specialist areas of expertise, manage relationships with managers in those areas and be able to identify and sponsor new investments through the investment process.

Position Attributes

Role Requirements
- Excellent academic track record
- Previous work experience in a professional services role (e.g., within management consulting, investment banking, or accounting).
- Solid understanding and previous experience with Office Suite.
- Working fluency in French and English.
- Strong analytical, problem-solving and interpersonal skills and a passion for investing.

Remuneration and Benefits

The salary is competitive and includes a discretionary performance bonus as well as a company bonus. You can also expect:

- Time off for volunteering and charitable giving
- Life insurance, income protection insurance, company pension contribution, flu vouchers and health insurance cover
- Hybrid working, minimum three days a week in the office
- Coffee, tea, fruit, snacks and breakfast cereals
- Team lunches and social activities including summer and Christmas events
- The opportunity to invest in the company’s investment vehicles
- Professional development, coaching, mentoring and career progression opportunities

Contact Details