This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$165,000.00/yr - $210,000.00/yr
Direct message the job poster from Selby Jennings
Recruitment Consultant - Investment Management, Private Equity & Private Credit
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.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance
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