Senior Associate, Central Team Data

Firm Description

Founded in 2001, Partners Capital is a Global Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes. Clients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. The firm employs more than 400 people across its eight offices located in Boston, New York, London, San Francisco, Paris, Singapore, Hong Kong and Dallas.

Partners Capital is diverse and inclusive, in people and in thought. Our meritocracy is enabled by fostering a truly inclusive and collaborative culture. We are proud to be an equal opportunity employer where diverse perspectives, backgrounds and experiences are valued

Position Description

The Senior Associate will join our US office as a member of the Central Data Team. This individual will be a key part of a growing team responsible for Partners Capital’s core data, including manager data, market data, and product master. The Senior Associate should be prepared to assume an ownership role in management of the firm’s most critical inbound reporting pipeline and should be comfortable working cross-functionally and as part of a global team.

Key Responsibilities include:

• Ownership of front-line triage and reporting for the firm’s central reporting mailbox, following established routing and escalation procedures and ensuring completion of all actions.
• Set up new funds and securities in internal systems for client trading as part of the firm’s central product master function. Ensure all data is accurate, second-checked and fit for client use.
• Liaise with internal investment and operations teams as well as external managers and service providers to close data gaps. Identify opportunities to enhance or streamline data collection.
• Leverage technology and AI tools to enhance team processes while maintaining accuracy in all processes.
• Manage ad hoc data requests from stakeholders firmwide. Capably clarify requirements where needed and clearly communicate timelines while delivering to a high-quality standard.
• Design and embed repeatable data processes (e.g., standard checks, exception logs, automated refreshes, documented workflows) to improve reliability and timeliness.
• Ensure complete, accurate tracking of all investment documents including but not limited to PPMs, LPAs, monthly statements, capital statements, quarterly and annual financial statements.
• Support firm data governance and cleanup efforts by contributing to large data cleanup and/or backfill exercises.
• Work closely with internal stakeholders to understand business needs and contribute to broader team and firm projects, including AI development, data mastery, data definitions and internal and external reporting.
• Support coordination across regions (including the US) and contribute to consistent global processes, ensuring handoffs and shared deliverables are well managed.

Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.

Additional responsibilities include:

• Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team
• Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels

Qualifications / Attributes

If you believe you have some (or all) of these attributes and are looking to fulfil your potential in an engaging role with an excellent long-term career progression in a growing firm, we encourage you to apply.

Required:

• 3+ years of experience in central data, product master, or equivalent functions within an investment manager, hedge fund, asset owner or comparable financial services environment
• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• Understanding of investment structures including private equity, hedge fund and market traded instruments, as well as their operational life-cycles
• Exceptional attention to detail and ability to reconcile across data sets. Native sense of curiosity and desire to solve complex problems.
• Articulate self-starter with strong analytical, organizational and communication skills. Ability to multi-task and prioritize daily and project-based workloads effectively
• High degree of integrity and professionalism
• Proficiency in Microsoft Office, particularly Excel and PowerPoint (advanced Excel skills required). Experience with SQL, Python and/or data visualization tools is a plus
• Prior experience building AI-based tools is a plus, but not required

Benefits and Compensation

Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.

Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $80,000 - $100,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis.

The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives.

For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice