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Jobs · Finance · Massachusetts

Data Operations Associate

Partners Capital · Boston, MA · 6 days ago
HybridFinance$65k–$80k/yrFull-time

About the role

The Associate will join our Boston office as a member of the Data Operations team. This individual will be a key part of this growing team responsible for critical client and investment manager data. This is a global team with team members located in Boston and London.

Responsibilities

  • Support daily transaction processing and data operations for alternative investment valuations across Partners Capital global fund book – capital calls, distributions, capital account statements, and NAV data – while contributing to automation projects that improve quality and efficiency across our investment data sets.
  • Play a significant role in the firm’s effort to enhance our core data function.
  • Gain exposure to and have a full understanding of our investment process and develop an understanding of all parts of the business.
  • Build strong cross-functional relationships.

Requirements

  • Intellectually curious and energized by the prospect of solving business-wide operational challenges.
  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 1-3 years experience; internship or coursework in alternative investments a plus.
  • Hands-on experience with Canoe Intelligence and/or iLevel strongly preferred.
  • Experience with SimCorp Dimension preferred.
  • Strong Excel skills; SQL or scripting (Python) a plus, AI tooling skills.
  • High attention to detail, comfort with high transaction volume and deadlines.
  • Interest and ability to work within a global team and outsourcing providers.

Qualifications

  • Hands-on experience with Canoe Intelligence and/or iLevel strongly preferred.
  • Experience with SimCorp Dimension preferred.
  • Strong Excel skills; SQL or scripting (Python) a plus, AI tooling skills.
  • High attention to detail, comfort with high transaction volume and deadlines.
  • Interest and ability to work within a global team and outsourcing providers.

Skills

  • Hands-on experience with Canoe Intelligence and/or iLevel.
  • Experience with SimCorp Dimension.
  • Strong Excel skills.
  • SQL or scripting (Python).
  • AI tooling skills.

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. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.

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