Teams at Ballentine Partners

Lead investment strategy and portfolio management for clients, collaborate with senior advisors, finalize Investment Policy Statements, mentor analysts, provide client-facing investment advice, and contribute to investment group leadership and day-to-day portfolio oversight.

Support Senior Investment Advisors with portfolio construction, trade planning, tax-loss harvesting, IPS drafting, client transitions, performance reporting, and client communications. Monitor positions, cash flows, trades, and asset transfers while working with custodians and managers and preparing client-ready materials.

Support sourcing, research, due diligence, and financial analysis for private market investments (private equity, private credit, real assets). Maintain manager databases, prepare investment committee materials, coordinate transaction execution with operations and service providers, and support portfolio management and partner relationships.