Senior Associate, Operational Due Diligence

Partners Capital; Boston (MA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with employer matching

Paid time off

Flexible spending accounts

Job summary

Partners Capital in Boston is seeking a Senior Associate to join its Operational Due Diligence team. The role involves leading operational due diligence reviews, conducting meetings with investment managers, and preparing detailed reports assessing key risk areas. Ideal candidates will possess strong communication skills and a background in investment operations or risk management.

Compensation ranges from $90,000 to $120,000, along with performance-based incentives. The company is an equal opportunity employer committed to a diverse and inclusive culture.

Qualifications

• 4+ years of relevant experience in operational due diligence, investment operations, risk management, or a related field.
• Strong understanding of alternative investment fund structures and investment operations.
• Proficient in Microsoft Office, particularly Excel and PowerPoint.

Responsibilities

• Conduct in-depth ODD reviews of new and existing investment managers.
• Prepare and present detailed ODD reports assessing key operational risk areas.
• Work directly with investment managers to coordinate the ODD process.

Skills

Operational due diligence

Investment operations

Risk management

Verbal communication

Written communication

Strong analytical mindset

Data accuracy

Project management

Problem-solving

Education

Bachelor’s degree in Accounting, Business Administration, Finance

Tools

Microsoft Excel

Microsoft PowerPoint

Power BI

Job description

Job Details

Job Category: Senior Associate

Requisition Number: SENIO001041

Posted: May 13, 2026

Employment Type: Full-Time

Work Location: Boston, 600 Atlantic Avenue, 30th Floor, Boston, MA 02210, USA (Hybrid)

Salary Range: $90,000 - $120,000 USD (Base salary; may be eligible for performance-based incentives)

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 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 eight offices located in Boston, New York, London, San Francisco, Paris, Singapore, Hong Kong and Dallas.

Partners Capital is diverse and inclusive. 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.

Partners Capital is seeking a Senior Associate to join the Operational Due Diligence (“ODD”) team in its Boston office. The candidate will lead operational due diligence reviews end-to-end, gathering manager information, conducting meetings with CFO/COO level employees at investment management firms, assessing key risk areas, and preparing detailed reports. This role reports to the Head of Operational Due Diligence.

As a fast-growing, 400+ person company, Partners Capital seeks someone who is motivated, entrepreneurial, adaptable and excited to join a small team in a fast-paced, dynamic environment. The ideal candidate will exhibit strong verbal and written communication skills and will have prior investment operations, risk management and/or operational due diligence experience.

Key Responsibilities

• Conduct in-depth ODD reviews of both new and existing investment managers across a range of asset classes, including hedge funds, private equity, real estate, and long-only strategies.
• Prepare and present detailed ODD reports that assess key operational risk areas, including staffing, fund accounting, trading operations, compliance policies, valuation procedures, technology infrastructure, data security, and systems and service providers. Present findings and recommendations to research team members and internal committees.
• Maintain and manage the team’s pipeline, coordinating closely with the Research team to ensure ODD completion in advance of investment committee meetings.
• Work directly with investment managers to coordinate the ODD process, including document collection, leading virtual or on-site meetings, and any follow-ups as appropriate.
• Conduct background checks on key personnel at investment managers and verify third-party service provider relationships, including fund administrators and auditors.
• Ensure timely updates of ODD team databases and the accuracy of key manager and fund information in Partners Capital’s internal systems.
• Keep up to date on industry trends, best practices and emerging risks.
• Contribute to broader team or firm-wide projects, including identification of process or system improvements, vendor assessments, annual surveys, financial statement reviews, or other projects as agreed.
• Responsible for ensuring all information security processes, policies, and procedures are adhered to and raising any issues with the Cyber Security team.
• Ensure full compliance with all local data protection regulations and privacy controls, raising any related issues via the appropriate channels.

Qualifications / Attributes

• Bachelor’s degree in Accounting, Business Administration, Finance or a related field (strongly preferred). Relevant professional certifications (e.g., CPA, CFA, CAIA, FRM) are a plus.
• 4+ years of relevant experience in operational due diligence, investment operations, risk management, or a related field.
• Strong understanding of alternative investment fund structures, public/private asset classes and investment operations.
• Proficient in Microsoft Office, particularly Excel and PowerPoint; experience with maintaining databases and using reporting tools (e.g., Power BI) is a plus.
• Excellent verbal and written communication skills, with a proven ability to convey information clearly and interact effectively with internal and external investment managers.
• Highly organized and detail-oriented with a strong commitment to data accuracy and quality reporting.
• Ability to manage several projects simultaneously and meet deadlines in a fast-paced, evolving work environment.
• Excellent problem-solving skills, professional integrity and a critical, analytical mindset.
• Exhibits professionalism, integrity and strong interpersonal skills while fostering a culture of accountability and continuous improvement.

Benefits and Compensation

Partners Capital is committed to being a great place to work. We are focused on wellbeing and professional growth, offering competitive compensation and exceptional benefits. 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, volunteer days, wellness and social events, and encourages pursuit of professional certifications such as the CFA and CAIA.

Massachusetts requires Partners Capital to provide a reasonable estimate of the base salary range for this role: $90,000 - $120,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education; decisions are made on a case-by-case basis.

Partners Capital may offer performance-based incentives in addition to the base salary.

Equal Opportunity Statement

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.