Fund Structuring Senior Associate

Boston

Position Description

The Fund Structuring Senior Associate located in Boston will be responsible for supporting the product lifecycle management of the Partners Capital private funds. There is currently $18 billion+ AUM within 70+ multi-asset class private funds, and the Fund Structuring Senior Associate will be responsible for projects associated with these existing funds and new funds that are launched annually.  The ideal candidate will have prior experience in fund operations for private equity and/or hedge funds. The successful applicant should be ready for wide ranging responsibilities in multiple areas and will be expected to be flexible and willing to contribute to the firm’s continued success.

Key Responsibilities

Strategic Fund Project Support:

  • Assist in the preparation for and execution of fund transactions, such as fund launches, fund term changes, fund secondary sales, and lending facility set up/renewal.
  • Maintain and enhance playbooks, ensuring a structured, repeatable framework to ensure a consistent approach, mitigate risk, and assign responsibility.
  • Ensure our internal systems are set up to accurately reflect the current terms and conditions of our private funds. Assist in the preparation and distribution of shareholder communications, where needed. Facilitate effective communication between the board of directors, fund managers, and various internal and external shareholders.
  • Respond to information requests from stakeholders in a timely and professional manner

Governance and Regulatory Support:

  • Serve as the primary point of contact for board members, external counsel, and senior management on fund governance matters.
  • Coordinate and attend board and committee meetings, including the preparation and distribution of agendas, presentation materials, and meeting minutes.
  • Ensure that all statutory and regulatory requirements are met, including the filing of necessary documents with regulatory bodies. Monitor changes in relevant legislation and regulatory environments and provide guidance on compliance requirements. Liaise with external counsel on all regulatory changes. Maintain up-to-date knowledge of fund governance and regulatory best practices.
  • Maintain accurate and up-to-date records of board and committee meetings, including action items, resolutions, and meeting minutes.

Qualifications / Attributes

As a fast growing, international 350+ person company, we seek someone who is dynamic, detail oriented, driven and comfortable managing multiple tasks at once. The candidate must possess an outstanding track record of accomplishments and strong interpersonal and communication skills.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. A professional qualification (e.g., CPA) is preferred.
  • Minimum of 5 years’ experience working with private funds in the financial services industry.
  • In-depth knowledge of fund structures (including lending facilities), fund launches, corporate governance, and fund regulatory requirements.
  • Strong organizational and project management skills, with the ability to manage multiple tasks and deadlines.
  • Proven ability to work with senior management and board members.
  • High attention to detail and a proactive approach to problem-solving.
  • Excellent verbal and written communication skills.
  • Strong interpersonal skills and the ability to build relationships with stakeholders at all levels.
  • High degree of integrity and professional ethics.
  • Ability to work independently, creatively, and flexibly as part of a team.
  • Proficiency in Microsoft Office Suite and familiarity with corporate governance software tools.
  • Experience with PowerBI (visualization tool) or Monday.com (project management software) is a plus.

Benefits

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.

Contact Details

Please send your CV to NorthAmericaRecruiting@partners-cap.com with the subject: Fund Structuring Senior Associate. Further information about Partners Capital is available on our website www.partners-cap.com.

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