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Type of Role: Investments

Experience Level: Analyst/Associate

Location: Boston, Massachusetts

Salary: $153K - $212K

Partners Capital Investment Group, LLC is an outsourced investment office (OCIO) that serves endowments, foundations, pensions, investment professionals, and high-net-worth families in Europe, North America and Asia. As of 30 June 2023, the 320-person firm had over US$50 billion in assets under management. Details below.

The Pooled Vehicle Senior Associate – Fund Solutions will support the team leaders and help oversee all aspects of the day-to-day operations of the Partners Capital private fund of funds, or pooled vehicles. The ideal candidate will have prior experience in fund accounting, fund operations, fund tax compliance and/or fund audits for private equity and/or hedge funds. The successful applicant should have strong critical thinking and problem-solving skills and be ready for wide ranging responsibilities including project management and third-party relationship management.  Candidates will be expected to be agile in coordinating with various team across the firm to contribute to the firm’s continued success. The candidate will report to the head of Fund Solutions in Boston.

Key Responsibilities Include:

  • Oversee key functions and processes for $15 billion+ AUM within 80+ multi-asset class pooled vehicles, including launching new funds annually.
  • Act as a project coordinator for strategic and tactical operations projects to support the rapidly growing firm and team, with a focus on automation and data management.
  • Support the client and research teams through review and approval of accounting reports prepared by third party administrators and associates, including but not limited to compliance reports, tax reports, and financial statements.
  • Oversee and manage third-party relationships with auditors, tax providers and lawyers.
  • Support all pooled vehicle related communications and interactions with the global firm and third-party providers. Act as the “information hub” of the organization and serve as a brand ambassador for the firm through management of ad hoc queries and requests.
  • Collaborate with other teams and service providers to research and problem solve for clients with a focus on eliminating redundancies and maintaining or exceeding industry standards.
  • Review, mentor and coach the analysts and associates on the team. Support the recruiting process as the team continues to expand.

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.

Qualifications / Attributes

As a fast growing, 350+ person company, we seek someone who is dynamic, detail oriented, driven and comfortable managing multiple tasks at once. The candidate must possess an outstanding track record of accomplishments and strong interpersonal and communication skills.

  • Degree in Finance, Accounting, Economics or other related area with a strong GPA.
  • Three+ years’ experience working in private funds. Strong understanding of hedge fund and/or private equity fund operations, including related financial reporting.
  • Working knowledge of various financial products and investment strategies.
  • Excellent attention to detail and problem-solving skills.
  • Comfort with data analysis and strong technical acumen, specifically in Microsoft Excel. VBA and SQL are a plus.
  • Highly motivated and proactive, anticipates what should be done to solve a problem, improve a process, and mitigate risk..
  • Excellent organizational and project management skills; ability to thrive in a fast-paced environment and take responsibility for all aspects of a task.
  • Team player who is comfortable working in an entrepreneurial company.

Benefits

Benefits 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.

Contact Details

Please send your CV to NorthAmericarecruiting@partners-cap.com with the subject: Pooled Vehicle Senior Associate. Further information about Partners Capital is available on our website www.partners-cap.com.