Investment Principal
Selby Jennings
Job Description
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:
- 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.
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Boston, MA