Description
Firm Description
Founded in 2001, Partners Capital is a Global Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes. Clients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. The firm employs more than 400 people across its eight offices located in Boston, New York, London, San Francisco, Paris, Singapore, Hong Kong and Dallas.
Partners Capital is diverse and inclusive, in people and in thought. Our meritocracy is enabled by fostering a truly inclusive and collaborative culture. We are proud to be an equal opportunity employer where diverse perspectives, backgrounds and experiences are valued.
Position Description
Key Responsibilities
Team Leadership and Fund Oversight:
You will lead a pod within the Fund Finance team, setting standards for technical quality, process rigor, and professional development. You will maintain senior accountability for central functions that touch all funds (PE, secondaries, VC, hedge funds, registered funds, etc..) and are core inputs to the fund finance process, including cash management, liquidity planning, capital activity oversight, and expense management.
Service Provider Management and Controls:
You will manage and oversee third-party fund administrators and custodians, driving service quality and oversight of senior relationships. You will drive continuous improvement across systems, controls, and processes, identifying and closing operational risk across the function. Examples of such projects could include involvement in new technology initiatives such as system onboarding and automating key processes with AI, leading diligence for new providers, and /or renegotiating existing provider contracts.
Strategic Partnership and Other:
You will serve as a trusted advisor to global client CIOs, fund PMs, and research teams, ensuring fund finance considerations are integrated into broader strategic decisions. You will partner with senior investment leadership on fund launches, structural changes, and firm-wide strategic initiatives, and contribute to operational due diligence for new mandates, technology upgrades, and broader business development activity.
Qualifications / Attributes
We seek a senior professional who brings both technical depth and strategic leadership capability.
Degree in Finance, Accounting, or related field with strong academic credentials
7+ years’ experience from an alternative investment firm, public accounting firm, and/or fund administrator
Experience with secondaries, hedge funds, registered funds and private equity accounting and operations
Knowledge of partnership accounting, private fund structures, fee structures, and investment transactions
Knowledge of US GAAP and ability to research and apply technical accounting rules
CPA, CFA, CAIA or equivalent professional qualification is strongly favored
Deep understanding of fund structures, liquidity mechanics, secondaries transactions, fee models, and multi-asset strategies
Experience leading and developing teams
Demonstrated experience leveraging technology to transform finance operations, including hands-on involvement with AI/automation tools and the evaluation and selection of technology vendors
Strong technical accounting acumen with the ability to translate complexity into actionable business decisions
Experience partnering with auditors, administrators, banks, and other strategic third parties
High degree of ownership, sound judgment, and the ability to operate effectively in a fast-paced, entrepreneurial environment
Advanced analytical capability; strong Excel skills required, experience with data visualization tools such as PowerBI preferred
Benefits and Compensation
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. We also support the pursuit of professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), etc.
Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $120,000 - $170,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis.
The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives.
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