Investment Associate

The Investment Associate located in Dallas will be a key part of teams that manage multi-asset class client portfolios. In addition, the Investment Associate will have exposure to asset manager diligence projects and will be expected to contribute to broader Firm development. Client Portfolio Management (Primary Focus): The Investment Associate will primarily work in teams of three to six people to specify, develop and execute our clients’ investment strategies. This process will involve, among other things: establishing a long-term asset allocation strategy, analyzing and selecting approved investment funds to achieve this strategy, monitoring portfolio exposures and continuously improving the investment line-up.