Partners Capital
The Client Reporting Associate in Boston supports the North America Client Operations team by preparing, validating, and delivering high-quality investment performance reports and materials to clients. The role ensures accuracy, consistency, and timeliness of client-facing documents, handles account reconciliations, and serves as the primary internal point of contact for reporting inquiries.
Partners Capital is an Outsourced Chief Investment Officer (OCIO) firm servicing endowments, foundations, family offices and private clients.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Partners Capital.
Right around the average for this role
Client Reporting Associate
PAR Electric Contractors, LLC
Client Reporting Senior Associate
PAR Electric Contractors, LLC
Alternative Investment Reporting Associate
Focus Partners Wealth
Investment Reporting Manager
BakerAvenue Wealth Management
Lead Client Servicing Associate
Clearwater Analytics
Senior Analyst, Client Analytics & Reporting
AIMCo