Data Operations Associate

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.