Partners Capital · 1 month ago
Private Markets Reporting Associate
Boston, MA
Full-time
Onsite
Entry Level
$65K/yr - $95K/yr
1+ years expPartners Capital is a firm focused on private markets investment strategies, and they are seeking a Private Markets Reporting Associate to join their Boston office. The role involves collecting and maintaining private markets manager data and producing performance reports for both internal and external stakeholders, requiring strong attention to detail and the ability to manage multiple data-related tasks efficiently.
Financial Services
Responsibilities
Managing the quarterly private markets manager data collection process, including tracking completion rate by asset class and strategy and proactive follow-up on missing data
Preparation and review of quarterly track records including creation and maintenance of composites
Liaising with the managed data service team at our primary data collection providers
Identifying and implementing process changes to improve deliverable efficiency, quality and/or depth
Maintenance of exposure data in internal systems and obtaining sign-offs for updates where appropriate
Preparation and review of quarterly track records to support our private markets program, Board reporting, business development or other uses as needed with a high degree of accuracy and responsiveness
Reconciliation of cash flows and other manager data between internal and external platforms with proactive issue resolution
Development of standard reporting templates for performance and exposures, supporting the evolving needs of our research and client-facing teams
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
Qualification
Required
1-3 years of experience in reconciliations, investment performance reporting, manager exposure data management, or other high-accuracy, data intensive role
Strong quantitative skills and attention to detail required
Passionate about data and reporting
Always looking to improve processes and willing to 'get their hands dirty'
Energized by a fast-paced environment
Intellectually curious and energized by the prospect of solving business-wide operational challenges
Preferred
Experience calculating investment performance and attribution (TR and IRR)
Benefits
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
Charity program
Volunteer day
Wellness and social events
Support for professional certifications such as the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA)
Company
Partners Capital
Partners Capital provides services to investment professionals, foundations, and high net-worth families.
201-500 employees
H1B Sponsorship
Partners Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (3)
2022 (2)
2021 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
General Atlantic
2024-02-08Private Equity
2017-04-10Acquired
Leadership Team
Paul Dimitruk
Co-Founder & Senior Partner
Adam Watson
Partner & Head of Asia Pacific
Recent News
2025-08-13
Company data provided by crunchbase