Senior Associate, Central Team Data

About the role

Partners Capital is a Global Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. The Senior Associate will join our US office as a member of the Central Data Team, responsible for Partners Capital’s core data, including manager data, market data, and product master.

Responsibilities

• 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.
• Design and embed repeatable data processes to improve reliability and timeliness.
• Ensure complete, accurate tracking of all investment documents.
• 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.

Qualifications

• 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

• Professional development and career progression opportunities.
• Competitive compensation.
• Exceptional benefits, including 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.
• Flexible “results-focused” working model.
• Global philanthropy via a charity program and volunteer day.
• Wellness and social events.
• Support for professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.

Pay

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.