Investment Associate

Description

Do you have at least three years of investment experience working directly or indirectly with clients? Are you looking to work for an investment firm committed to diversity, inclusion, sustainability, and Corporate Social Responsibility? Then consider applying today for this professional opportunity where you can leverage your skills and build a long-term career.

The Job

As an Investment Associate, you are involved in and support all aspects of the client relationship. You understand, demonstrate knowledge, and apply investment concepts and principles to a broad spectrum of client portfolios.

As the primary contact for clients, you handle day-to-day client requests while coordinating with various departments to complete deliverables. In addition, you will work closely with the Firm's consultants to meet clients' needs. Therefore, familiarity with mission-aligned investing (MAI) - including environmental, social, and governance (ESG) factors and impact investing is strongly desired.

You'll be responsible for:

• Crafting analyses, preparing materials, and presenting recommendations to the Firm's senior consultants
• Demonstrating knowledge of the roles traditional and alternative asset classes serve in a diversified portfolio
• Designing monthly and quarterly client performance reports and ad hoc reports as required by clients or the Firm's consultants
• Drafting and maintaining Investment Policy Statements (IPS) for clients
• Assessing client exposures, including but not limited to: IPS adherence, geography, liquidity, capitalization, and fees
• Preparing rebalance recommendations as needed based on IPS targets and spending requirements
• Working collaboratively with the investment team to help clients align their portfolios with specific mission objectives such as socially responsible investing; ESG; diversity, equity, and inclusion (DEI); impact investing, etc.

We're looking for:

• At least three years of investment industry experience, working directly and/or indirectly with clients
• Bachelor's degree in finance or business-related field
• CFA or CAIA designation (or progress toward these credentials) highly desired
• In-depth knowledge of the structure, liquidity, and appropriateness of various investment vehicles
• Experience with investment performance measurement and accounting

What We Offer

At Prime Buchholz, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary and annual bonus, medical/dental/vision plan, we'll shower you with perks, including:

• Flexibility: Two days a week, feel free to skip the commute and hit your deadlines from home.
• Savings: No one wants to work forever. Our generous 401(k) match and profit sharing will help those goals become a reality.
• Community: Matching charitable contributions and paid time off to volunteer at charities near and dear to your heart.
• Time: Balance work and play with our rich paid time off and 11 paid holidays. Planning to start or grow your family? We have time off for that, too.

Prime Buchholz is an equal opportunity employer and does not discriminate based on race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, neurodiversity, marital status, veteran status, or any other category protected by law.

About Prime Buchholz

Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients. Headquartered in Portsmouth, NH-with offices in Boston and Atlanta-Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.

Our clients include educational endowments, private and public foundations, cultural and religious organizations, health care and insurance organizations, pension plans, and high-net-worth families. We work closely with our clients to create, implement, and monitor investment policies and asset allocation strategies intended to meet their unique investment goals.

Please note that we do not accept unsolicited resumes from external recruiters.