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Selby Jennings

Investment Principal - Multi-Asset Research

Selby Jennings, Boston

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Investment Principal - Multi-Asset Research

Selby Jennings Boston, United States Apply now Posted 6 days ago Hybrid Job Permanent USD165000 - USD210000 per year + Bonus and benefits

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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