Jobs in the United States

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added just now
PG
Director, Client Engagement
Publicis Groupe Holdings B.V
Morristown, NJ
- $97,375 to $155,961 USD / year
Expected to translate client priorities into business and delivery decisions while developing Associate Directors, Senior Managers, and Managers below them.
Added just now
PG
Associate Director, Analytics (Media Analytics/Marketing Science)
Publicis Groupe Holdings B.V
New York, NY
- $112,290 to $179,712 USD / year
…and measurement challenges across Starcom client brands. The Associate Director is responsible for digital media measurement and…
Added just now
PG
Associate Director, Media
Publicis Groupe Holdings B.V
New York, NY · Chicago, IL · Atlanta, GA · Miami, FL
- $97,375 to $155,961 USD / year
As the Associate Director of Search Marketing at Razorfish, you will transition from subject matter expertise in paid search to a strategic leadership role focusing on digital marketing as…
Added just now
Clinical Program Director
Healogics Wound Care & Hyperbaric Services LLC
Elizabeth City, NC
Added just now
Catering Manager
DRIFTWOOD HOSPITALITY MANAGEMENT
Cocoa Beach, FL
Must possess strong computer skills, including, but not limited to, accounting programs, Microsoft Word, Excel, Outlook, and hotel sales system
Added just now
PG
Senior Associate, Strategy
Publicis Groupe Holdings B.V
Philadelphia, PA
- $66,120 to $91,350 USD / year
The Senior Associate, Strategy assists the Strategy team in selecting media channels and programs based on the established strategic media approach. This role is responsible for ensuring…
Added just now
PG
Senior Associate, Paid Search
Publicis Groupe Holdings B.V
New York, NY
- $60,800 to $93,600 USD / year
The Paid Search Senior Associate executes Search Campaigns and has a strong hand in the strategic approach for search campaigns. The goal for this role is to “bridge” the campaign execution…
Added just now
Graphic Designer (7112)
Fort Sill Apache Companies
Lawton, OK
Added 1 min ago
Engineering Operations Technician
Amazon Data Services, Inc.
Aldie, VA
- vocational/technical training or an associate degree or above, or 4+ years of military experience
Added 1 min ago
Data Center Technician
Amazon Data Services, Inc.
Berwick, PA
Work shifts longer than 8 hours to support 24/7 operations (covering both night and day shifts)
Added 1 min ago
Financial Solutions Sales & Service Manager
First Commonwealth Bank
Northern Cambria, PA
The NMLS website (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
Added 1 min ago
PER DIEM RESIDENTIAL COUNSELOR
Lakewood, NJ
$3.00 Evening Shift Differential for Monday through Friday
Added 1 min ago
Software Engineer, Applied AI
Cardinal Group Companies
Denver, CO
Perform thorough code reviews of both human- and AI-authored code, contribute to team coding standards, and help mentor associate team members.
Added 1 min ago
Sales Associate
IT'SUGAR LLC
Atlanta, GA
IT’SUGAR is looking for a fun and dynamic Retail Sales Associate to join our team. As a Retail Sales Associate, you will be the premier “SUGARTAINER” in charge of delivering a SWEET…
Added 2 mins ago
IT
Senior Accountant - 70001
Information Technology Services, Office of
Albany, NY
- $69,964 to $88,970 USD / year
Duties Description Under the direction of the Associate Accountant, SG-23, the Senior Accountant, SG-18, will be assigned to the Accounts Receivable/Billing Unit within the ITS Finance…
Added 2 mins ago
Associate Regional Investment Director
LPL Financial
Remote, United States
The Associate Regional Investment Director (AVP) partners closely with the Regional Investment Director (VP) to support the performance, growth, and day-to-day execution of a team of…
Added 2 mins ago
J
Retail Associate, PT - Nike South Congress
Austin, TX
- $16.5 USD / hour
As a Nike Retail Associate - known as Athletes - you bring the “Just Do It” mindset to life. You serve like a pro to help our consumers discover the product that inspires them - from living…
Added 2 mins ago
Virtual Design Construction (VDC) Coordinator
Crowder Constructors Inc
Wilmington, NC
Degree Requirement: Associate’s degree+ in engineering or architecture, or equivalent work experience. (Understanding of the interaction of civil, mechanical and electrical construction…
Added 2 mins ago
Electrical Test Technician
HITACHI ENERGY USA INC
Mount Pleasant, PA
Vocational, technical, or associate-level education in Electronics Technology or a related field.
Added 3 mins ago
K
Desktop Support Specialist
KaylaTek
Arlington, VA
- $85,000 to $95,000 USD / year
Added 3 mins ago
Manager of Executive Initiatives
United Hospice
New City, NY
Added 3 mins ago
Registered Dental Hygienist in Franklin County
Advance Community Health
Raleigh, NC · Louisburg, NC
Associate Degree in Dental Hygiene from an accredited program
Added 3 mins ago
NP
Para Educator (Full-Time)
Naugatuck Public Schools
Naugatuck, CT
- Full-time
Obtained an Associate's (or higher) degree, or
Added 3 mins ago
Resident Services
Experience Senior Living
Valrico, FL
We are looking for a Resident Services Associate to join our amazing team!
Added 3 mins ago
Associate Director of Cost Management
Turner & Townsend
Tampa, FL
To be successful in this role, you must have excellent communication skills and be comfortable operating in a client-facing environment

Partners Capital

Portfolio Reporting Associate

Boston, MA, United States

Apply on recruiting.ultipro.com About employer

Applications open in a new tab.

Job details

Experience: 2+ years prior work experience.
Posting language: English
Posted: Nov 13, 2026

Original job description

Firm Description

Partners Capital is a global investment office that serves as a long-term steward of capital for institutions, family offices and individuals. The Firm designs bespoke investment policies reflecting each client’s unique circumstances and implements investment solutions that aim to deliver strong returns with resilience across market cycles. The Firm constructs portfolios by tapping into its deep network of partnerships with what it believes to be exceptional asset managers across all major asset classes. In helping its mission-driven clients achieve their financial objectives, Partners Capital aspires to advance their impact within fields including healthcare, education, and the arts. The Firm is owned and led by more than 50 working shareholders who invest their own capital alongside clients, aligning the team deeply with those it serves. Founded in 2001, Partners Capital has more than 400 employees across 11 offices globally and $84 billion in assets under management as of June 30, 2026. For more information, visit https://partners-cap.com.

Position Description

The Portfolio Reporting Associate located in Boston will be an integral member of the North America Client Operations team and will report directly to a Boston-based Principal in the Portfolio Reporting department. The Portfolio Reporting Associate is responsible for supporting the preparation, validation, and delivery of high-quality investment performance reports and materials to clients. This role ensures accuracy, consistency, and timeliness of all client-facing documents and supports ad hoc reporting needs. The ideal candidate is detail-oriented, analytical, and client-focused, with strong communication and technical skills.

The Portfolio Reporting Team is primarily responsible for supporting the firm’s client management efforts through account reconciliations and the production of monthly and quarterly performance reports. The candidate will be responsible for all areas of performance reporting across a range of client accounts, including investment data input, validation, troubleshooting, and process management. As key stakeholders of portfolio data and client-facing reports, team members are expected to have a strong understanding of alternative investments and the ability to efficiently and accurately produce consolidated reports while meeting deadlines. Additionally, the candidate must be comfortable interacting with internal client teams and colleagues, daily, by serving as the primary internal point-of-contact for all reporting inquiries.

As a rapidly growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment. They should demonstrate excellent organization skills with a proven ability to manage multiple tasks and meet tight deadlines. The company has a “small business” atmosphere and attitude, so the successful applicant will be expected to remain flexible and willing to do whatever it takes to contribute to the firm’s continued success.

Client Account Reconciliation:

Track and reconcile daily cash movements within client portfolios through coordination with internal teams and external service providers
Drive completion of cash and position reconciliations across assigned client accounts and/or custodians
Investigate and resolve discrepancies between internal and external records (e.g., custodian, administrator)

Monthly and Quarterly Portfolio Reporting:

Assist with collection and input of fund manager performance data into proprietary systems
Assume responsibility and accountability for production and review of monthly “flash” reports and quarterly statements across assigned client accounts
Reconcile client transactional activity and fund manager performance data versus the benchmarks, and document any deviations for review by the Client Service Team
Troubleshoot and resolve any issues related to the generated and reviewed reports
Drive completion of client consolidated/legacy reporting by ensuring data completeness and accuracy, and working with the Client Service Team as needed
Assist with distribution of portfolio reporting including any custom formatting, and upload to online client portal

Ad Hoc Responsibilities:

Track and gather client tax documents such as K-1s and 1099s
Manage communication with and provide high-level service to internal client teams on all reporting inquiries. Investigate, drive solutions, and effectively communicate responses to all impacted stakeholders.
Review current Portfolio Reporting Team processes and procedures to help identify areas of improvement and system enhancements
Key responsibilities will be regularly 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

The ideal candidate will have strong quantitative skills, be detail focused, and have an interest in investment and capital markets. A flexible entrepreneurial approach, an appetite for challenge and a good “team player” are essential qualities.

2+ years prior work experience. Investment operations experience is preferred but not required.
Undergraduate degree (any field).
High degree of attention to detail and experience inputting and reviewing large sets of data.
Organization and ability to multi-task in a fast-paced investment environment.
Strong interpersonal and communication skills, both written and verbal.
Articulate self-starter with the ability to work independently or as part of a team.
Team player who is willing to do whatever it takes to contribute to the success of the business.
Comfortable receiving and providing feedback from/to direct manager and Partners.
Strong Excel and data management skills; familiarity with databases and reporting tools (e.g., Power BI, Claude or proprietary systems) is a plus.
Experience at an OCIO (outsourced chief investment officer) provider or similar multi-client investment platform is preferred.
Prior experience working with alternative investments (e.g., private equity, hedge funds, real assets), including capital calls, distributions and valuation reporting, is 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 $70,000 - $85,000. 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.

For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

Apply on recruiting.ultipro.com About employer

Report this job

Work requirements

Jobs in the United States