Jobs in the United States

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added just now
AU
Senior Janitorial Manager
ABM US
BERKELEY, MO · St Louis, MO
- $90,000 to $95,000 USD / year
As the Senior Janitorial Manager (SME), you will play a critical role in shaping operational excellence, establishing industry-leading cleaning standards, developing future leaders, and…
Added just now
Client Operations Specialist - Renewals | Remote, USA
Optiv Security Inc.
Kansas City, MO · Charleston, SC · Leawood, KS · Knoxville, TN · Miami, FL · Louisville, KY · Raleigh, NC · Austin, TX · Indianapolis, IN
The Client Operations Specialist - Renewals (COS-R) is a sales support role assisting the Client Managers / Client Directors with management of their recurring renewal business. COS-R…
Added 1 min ago
Maintenance Supervisor
Avenue5 Residential, LLC
Atlanta, GA
We’re looking for a talented maintenance supervisor who will be responsible for the day-to-day maintenance operations and physical upkeep of the assigned property, and for ensuring that the…
Added 1 min ago
Fabrication Program Manager
Hydro
Phoenix, AZ
The Program Manager will also drive continuous improvement initiatives, support released products, and serve as a key liaison between plant operations, quality, engineering, commercial…
Added 1 min ago
UH
Medical Assistant, Ambulatory - UVA Stuarts Draft Family Practice
UVA Health
Stuarts Draft, VA
- $18.37 to $28.47 USD / hour
* American Heart Association (AHA) Health Care Provider BLS certification required
Added 1 min ago
SO
Operations Manager - Bus Service Center Operations - 60025688
State of South Carolina
Beaufort, SC
- $53,142 to $90,372 USD / year
The South Carolina Department of Education is seeking an accomplished, people-centered Operations Manager with the vision, judgment, and initiative to lead county-level school bus service…
Added 1 min ago
SO
Service Manager - Bus Service Center Operations - 60025379
State of South Carolina
Beaufort, SC
- $46,206 to $78,540 USD / year
The South Carolina Department of Education is seeking an accomplished, people-centered Service Manager with the vision, judgment, and initiative to lead county-level school bus service…
Added 1 min ago
SO
Supply Manager I (61034353)
State of South Carolina
Richland County, SC
- $41,600 to $68,136 USD / year
…distribution, storing, and inventory of materials and supplies for shop operations. Supervises and directs parts room inventory purchases, receipts, and issues through SCEIS/CITRIX/SRM and…
Added 1 min ago
SL
Systems Engineer III
Solutions³ LLC
Arlington, VA
- $131,000 to $150,000 USD / year
Must have an active Secret clearance; TS/SCI preferred
Added 1 min ago
SL
Project Manger III
Solutions³ LLC
Arlington, VA
- $56,000 to $66,000 USD / year
Must have an active Secret clearance; TS/SCI preferred
Added 1 min ago
SO
Fiscal Technician
State of South Carolina
Columbia, SC
- $16 to $17 USD / hour
Coordinate with Procurement Manager and departments to resolve receiving discrepancies.
Added 1 min ago
SO
Application Developer I
State of South Carolina
Columbia, SC
- $46,206 to $62,322 USD / year
…collaboratively, and leveraging innovative tools to enhance agency operations and meet customer…
Added 1 min ago
Senior Estimator/ Senior Preconstruction Manager, Healthcare
Suffolk
San Francisco, CA
Candidate must possess Suffolk’s Core Values: Passion, Integrity, Hard Work, Professionalism, and Caring
Added 1 min ago
S
Store Manager in Training, retail grocery merchandising
Serv-U-Success
Okemos, MI
- $45,000 to $56,160 USD / year
-Store Manager Bonus Program - up to $3,000/year, paid quarterly
Added 1 min ago
Quality Control Manager
King & George, LLC
Fort Carson, CO
The Quality Control Manager is responsible for planning, implementing, and managing the KG's Quality Control Program to ensure all operations, maintenance, repair, inspection, and…
Added 2 mins ago
LD
Assistant Director of Canine Health and Breeding
LEADER DOGS FOR THE BLIND
Rochester Hills, MI
- $122,720 to $150,000 USD / year
…leadership and direction to Leader Dogs for the Blind’s breeding program with regular support to the veterinary clinic operations. This position is responsible for the generation of…
Added 2 mins ago
General Manager - Airport Operations
United Airlines
Billings, MT
Must live in the vicinity of the airport
Added 2 mins ago
Processing Operation Analyst III
ATB
AB, CA
Reporting to an Operations Processing Manager, the Wealth Operations Processing Analyst III will be part of the team that oversees trade and fee management, as well as registered account…
Added 2 mins ago
NV
Grain Originator
New Vision Co-op
Brewster, MN
- $80,000 to $120,000 USD / year
Summary: Coordinate grain origination effort with Grain Department Manager, Grain Origination Manager, and origination team to offer growers New Vision Coop’s grain marketing contracts…
Added 3 mins ago
U
Sr Manager, Recruiting
Uber
San Francisco, CA · Chicago, IL · New York City, NY
- $183,000 to $225,000 USD / year
Leading at Uber means setting direction in motion, not waiting for perfect conditions. As the Senior Manager for Core Business TA, you will carry the weight of decisions that matter,…
Added 3 mins ago
M
Account Manager
MARSHALL+STERLING
Oswego, NY
- $50,000 to $70,000 USD / year
Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment
Added 3 mins ago
M
Account Manager
MARSHALL+STERLING
Poughkeepsie, NY · Kingston, NY · Latham, NY · Middletown, NY
- $50,000 to $70,000 USD / year
Must have own transportation or access to reliable transportation and maintain a valid driver's license throughout employment
Added 3 mins ago
Seasoned Commercial HVAC Installer
FIRSTCALL MECHANICAL GROUP LLC
Asheville, NC
…durable partnerships. The company is actively expanding its operations nationwide and partnering with organizations that share its dedication to quality and customer…
Added 3 mins ago
Seasoned Sheet Metal Mechanic
FIRSTCALL MECHANICAL GROUP LLC
Asheville, NC
…durable partnerships. The company is actively expanding its operations nationwide and partnering with organizations that share its dedication to quality and customer…
Added 3 mins ago
HG
H&M Department Manager - Roosevelt Field Mall
H&M Group
Garden City, NY
- $26 to $34 USD / hour
As a Department Manager, you’ll be the leader supporting and encouraging your whole team. By bringing everyone together, you’ll be able to create an inclusive culture that promotes…

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