Private Markets Product Specialist

Partner's Capital•Boston, MA

23h•Onsite

About The Position

The Private Markets Product Specialist is a member of the Research Operations team in the Boston office and serves as a central link between Private Equity Research, Research Operations, and the Client CIO team. The internally focused role supports the clear communication and efficient implementation of private markets investment insights across buyout, venture capital, growth equity, private real estate, co-investments, and secondaries. The Specialist is the first point of contact for inbound inquiries to the private markets research team from client-facing teams and works across functions to improve team deliverables. The role supports implementation of private market investment recommendations, provides data and analytical support, and helps translate investment considerations into decision-ready materials. The Specialist is expected to develop a deep understanding of the firm’s private markets investment philosophy, program structures, and portfolio construction frameworks, while helping improve internal communication, decision-making, and execution. 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.
Understanding of and ability to calculate IRR, multiples, quartiling, and other fund-level quantitative assessments.
Strong technical acumen, including advanced Excel skills 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.
High data literacy and a proactive approach to identifying and closing data gaps.
Strong organization and ability to manage multiple workstreams across teams.
Collaborative approach, intellectual curiosity, sound judgment, and motivation to solve operational challenges.

Nice To Haves

Experience assessing embedded portfolio exposure and private company operating metrics.
Experience building or modifying analytical tools, models, or templates to support 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 investment recommendations, relay feedback to research, and address inquiries from clients and Client CIO team members.
Provide first-line support for inbound inquiries to the Private Markets research team.
Query and synthesize data for ad-hoc and recurring requests, including compiling track records and calculating performance reporting measures such as TWR, IRR, and TVPI.
Collaborate with the Private Markets Reporting function to ensure timely, fit-for-purpose data and liaise between research and data teams to close manager data gaps.
Partner with research team members to translate investment considerations into clear, decision-ready materials for client use.
Support Client CIOs on quantitative portfolio construction considerations, including pacing, diversification, liquidity profiles, and exposure management.
Own exposure data in internal systems and obtain signoffs for updates where appropriate.
Identify opportunities to improve or expand internal data sets and their availability through additional fields or data sets.
Prepare, update, and review investment pipeline, commitments, exposure, and track-record data for the private markets program, Board reporting, business development, and other uses, maintaining accuracy and responsiveness.
Assist in preparing marketing materials and portfolio reporting for clients, prospects, or 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.
Contribute to the continued development of the firm’s private markets investment program and improvement of its internal communication, decision-making, and execution processes.