Senior Associate, Central Team Data

Partner's Capital•Boston, MA

5d•Hybrid

About The Position

The Senior Associate will join our US office as a member of the Central Data Team. This individual will be a key part of a growing team responsible for Partners Capital’s core data, including manager data, market data, and product master. The Senior Associate should be prepared to assume an ownership role in management of the firm’s most critical inbound reporting pipeline and should be comfortable working cross-functionally and as part of a global team.

Requirements

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).

Nice To Haves

Experience with SQL, Python and/or data visualization tools is a plus
Prior experience building AI-based tools is a plus, but not required

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.
Capably clarify requirements where needed and clearly communicate timelines while delivering to a high-quality standard.
Design and embed repeatable data processes (e.g., standard checks, exception logs, automated refreshes, documented workflows) to improve reliability and timeliness.
Ensure complete, accurate tracking of all investment documents including but not limited to PPMs, LPAs, monthly statements, capital statements, quarterly and annual financial statements.
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, including AI development, data mastery, data definitions and internal and external reporting.
Support coordination across regions (including the US) and contribute to consistent global processes, ensuring handoffs and shared deliverables are well managed.
Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team.
Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels.

Benefits

professional development and career progression opportunities
competitive compensation
exceptional benefits
flexible “results-focused” working model
medical, dental, and vision insurance
short and long-term disability insurance
life insurance
flexible spending accounts
commuter benefits
paid time off
401(k) plan with employer matching
global philanthropy via a charity program and volunteer day
wellness and social events
support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.