Private Markets Product Specialist

Partners Capital•Boston, MA

17h•$90,000 - $110,000•Onsite

About The Position

The Private Markets Product Specialist joins the Research Operations team in the Boston office and serves as a key connection between Private Equity Research, Research Operations, and the Client CIO team. The role supports the clear communication and internal alignment of private markets investment insights, as well as their efficient implementation in client portfolios across buyout, venture capital, growth equity, private real estate, co-investments, and secondaries. This is an internally focused position and the first point of contact for inquiries to the private markets research team from client-facing teams. The Specialist works cross-functionally to improve team deliverables, support private market investment recommendations, and translate complex strategies and quantitative analysis into clear internal messaging and decision-ready materials. The role also contributes to the ongoing development of the firm's private markets investment program, communication, decision-making, and execution processes. Responsibilities may change based on business needs.

Requirements

At least 4 years of experience in private markets reporting, analytics, product strategy, portfolio management support, or a related role.
Experience with S&P's iLEVEL or a similar private markets reporting platform.
Ability to calculate IRR, multiples, quartiling, and other fund-level quantitative assessments.
Strong technical skills, including advanced Excel and comfort working with large, complex datasets.
Ability to interpret investment, exposure, and portfolio data and translate quantitative outputs into clear, actionable insights for internal stakeholders.
Strong understanding of private markets investment strategies, commitment pacing, and quantitative reporting.
Ability to synthesize complex investment concepts and communicate them clearly to internal stakeholders.
Strong organization and proactivity, with the ability to manage multiple workstreams across teams.
Intellectual curiosity, sound judgment, and willingness to solve business-wide operational challenges in a fast-paced, collaborative environment.

Nice To Haves

Experience assessing embedded portfolio exposure and private company operating metrics.
Experience building or modifying analytical tools, models, or templates for portfolio analysis or construction.
Progress toward CFA, CAIA, or similar credentials.

Responsibilities

Coordinate between Private Markets Research and Client CIO teams to support implementation of private market recommendations, relay feedback to the research team, and address inquiries from clients and Client CIO team members.
Provide first-line support for inquiries to the Private Markets Research team, querying and synthesizing data for recurring and ad hoc requests, including track records and performance measures such as TWR, IRR, and TVPI.
Collaborate with Private Markets Reporting to ensure timely, fit-for-purpose data and liaise between research and data functions to close manager data gaps.
Partner with research team members to turn investment considerations into clear, decision-ready materials for clients.
Support Client CIOs with quantitative portfolio construction considerations, including pacing, diversification, liquidity profiles, and exposure management.
Own exposure data in internal systems, obtain signoffs for updates when appropriate, and identify ways to improve or expand internal data sets and fields.
Prepare, update, and review investment pipeline, commitments, exposure, and track record data for the private markets program, Board reporting, business development, and other needs, ensuring accuracy and responsiveness.
Assist with marketing materials and portfolio reporting for clients, prospects, and the business development team.
Identify opportunities to improve internal workflows, documentation, and knowledge sharing related to private markets investments.
Build cross-functional relationships and develop a holistic understanding of the firm's investment and client service processes.
Develop a deep understanding of Partners Capital's private markets investment philosophy, program structures, and portfolio construction frameworks, while contributing to continuous improvement of internal communication, decision-making, and execution.