Position Description
The Pooled Vehicle Associate – Fund Solutions will assist with all aspects of the day-to-day operations of the Partners Capital private fund of funds, or pooled vehicles. The ideal candidate will have prior experience in fund accounting, fund operations and fund tax and/or audits. The candidate will report to the head of Fund Solutions in Boston.
The company has a small business atmosphere and attitude, but is growing rapidly, offering team members many opportunities for development. The successful applicant should be ready for wide ranging responsibilities in multiple areas and will be expected to be flexible and willing to learn in order to contribute to the firm’s continued success.
Key Responsibilities Include:
- Act as a project contributor for strategic and tactical operations projects to support the rapidly growing firm, with a focus on automation and data management.
- Support the client and research teams through review and analysis of reporting received from third-party providers.
- Assist with private equity and hedge fund operations, including management of $15 billion+ AUM within 80+ multi-asset class pooled vehicles. Prepare various compliance, banking and lending documents for review and signature.
- Initiate outreach and follow up with third-parties related to quarterly and annual deliverables, including but not limited to capital calls and distributions, audits, tax filings and regulatory filings.
- Manage all pooled vehicle related communications and interactions with the global firm and third-party providers. Act as the “information hub” of the organization and provide solutions to internal teams related to our funds.
Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.
Qualifications / Attributes
As a fast growing, 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.
- Degree in Finance, Accounting, Economics or other related area with a strong GPA.
- One to two years’ experience working in private funds.
- General knowledge of various financial products and investment strategies.
- Excellent attention to detail and problem-solving skills.
- Comfort with data analysis and strong technical acumen, specifically in Microsoft Excel. VBA and SQL are a plus.
- Highly motivated and proactive, anticipates what should be done to drive a task to completion.
- Very strong organizational and project management skills; ability to thrive in a fast-paced environment.
- Team player who is very comfortable working in an entrepreneurial company.
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: Pooled Vehicle Associate. Further information about Partners Capital is available on our website www.partners-cap.com.