Investment Principal – Multi-Asset Research Position Available In Suffolk, Massachusetts

Investment Principal

• Multi-Asset Research
  Selby Jennings Boston, United States
  Posted 10 hours ago Hybrid Job Permanent

USD165000

• USD210000 per year + Bonus and benefits
  Investment Principal
• Multi-Asset Research
  Selby Jennings Boston, United States
  Hi everyone! Currently partnered with a global outsourced investment office that is looking for an Investment Principal to join their growing team. They’re looking for someone to manage and design multi-asset class portfolios for key clients
• if this applies to you, take a look at the job below and apply.

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.
Job

ID PR/549768

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ABOUT COMPANY

Selby Jennings
New York, United States
1000 Employees HR & Recruitment
We support the Financial Sciences & Services industry with talent that can truly shape the future of a business. Whether that be Quantitative Analyti…