Senior Associate, Investment BD & RFPs

Partners Capital; Boston (MA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer matching

Philanthropy program and volunteer day

Job summary

Partners Capital is seeking a highly motivated Senior Associate to support investment-focused business development materials, including RFPs, DDQs, and finalist pitches. You will work with Investment and Business Development to ensure accuracy, clarity, and client-ready quality across multiple asset classes.

You will gain deep exposure to the global investment team, with mentorship from senior colleagues, and a meritocratic culture that rewards performance.

Qualifications

• Investment fluency across asset classes, including equities, private equity, venture, absolute return, credit, and real assets.
• 4-7+ years of relevant experience.
• Excellent slide design and data storytelling skills.
• Strong Excel skills with complex data sets, and strong PowerPoint and chart-building skills.
• Strong written communication with the ability to distil complex topics.
• Demonstrated project management skills, with a keen eye for process and detail.
• A collaborative, ownership mindset: comfortable working across projects and levels to support the team.

Responsibilities

• Partner with the Investment team to translate their thinking into business development materials that are clear, accurate, and compelling to sophisticated allocators.
• Own RFP responses end to end, from drafting through final submission, coordinating with Investment, Legal, Compliance, and Operations as needed.
• Build and maintain the Firm's best-practice content library, flagging gaps and improving quality and consistency over time.
• Develop custom exhibits, data visualizations, and pitch materials for finalist meetings.
• Help codify our best investment thinking into reusable insights that inform BD materials over time.
• Research prospects to understand their needs, their competitive landscape, and how we're best positioned to add value.
• Bring intellectual curiosity to AI and workflow tools. You will be expected to experiment, not just execute, and to help the team work smarter, not just faster.
• Maintain our CRM and pipeline of prospective opportunities, tracking deadlines and producing customized reports as needed.

Skills

Investment fluency

Excel

PowerPoint

Data storytelling

Written communications

Project management

Collaborative mindset

Job description

Partners Capital is seeking a highly motivated Senior Associate to support investment-focused business development materials, including RFPs, DDQs, and finalist pitches. You will work with Investment and Business Development to ensure accuracy, clarity, and client-ready quality across multiple asset classes.

You will gain deep exposure to the global investment team, with mentorship from senior colleagues, and a meritocratic culture that rewards performance.