Senior Associate, Private Fund Structuring

Boston

Position Description

The Senior Associate on the Investment Research Operations team located in Boston will be responsible for supporting the product lifecycle management of the Partners Capital private funds. There is currently $13 billion+ AUM within 70+ multi-asset class private funds, and the 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 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 Include:

  • Oversee fund launches, including coordinating with internal legal, compliance, private fund operations, investment teams and external legal counsel.
  • Act as a project leader and contributor for strategic and tactical projects related to fund restructurings, including re-domiciliations and opening funds to subscriptions from external investors.
  • Ensure our internal systems are setup and reporting is established for each new fund.
  • Manage the lending facility set up, syndication, and renewal process for private funds.
  • Oversee and manage the Board of Directors and all associated meetings and communications.
  • Work with the Private Equity and Private Fund Operations teams to manage the secondary sale and winddown process for older vintage funds.

Qualifications / Attributes

As a fast growing, 280+ 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 another related area.
  • Four+ years’ experience working in private equity funds, preferably with fund administration, fund management or custodial relationships.
  • Experience with fund and management structuring, secondary sales, and/or board of directors governance.
  • Familiarity with Private Equity fund operations and fund lifecycle.
  • Exceptional problem-solving skills.
  • Comfort with data analysis and strong technical acumen, specifically in Microsoft Excel and Word. Experience with PowerBI or other visualization tools a plus.
  • Highly motivated and proactive, anticipates what should be done to drive the business forward.
  • Excellent organizational and project management skills; ability to thrive in a fast-paced environment and take responsibility for all aspects of a task.  
  • Inclusive team player who is comfortable working in an entrepreneurial company.

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.

Compensation / Benefits

Our salary and benefits package is competitive and includes a base salary, a performance-based cash bonus and a deferred compensation program directly linked to firm profitability, designed to support retention and incentivize long-term employees. Partners Capital is committed to the development of its staff and provides extensive on-the-job learning and training opportunities. We also support pursuit of professional certifications as appropriate to each individual.

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

Hiring Manager: Lenia Ascenso, COO of Investment Research

Please send your CV to [email protected] with the subject: Senior Associate, Private Fund Structuring. Further information about Partners Capital is available on our website www.partners-cap.com.