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Client Reporting Associate at PAR1038PCIGL

Department: Associate

Compensation

$65,000 – $75,000/yr

Location
Arkansas
Type
Full-time
Level
entry
Posted

Description

Partners Capital is hiring a Client Reporting Associate in Boston to support the preparation, validation, delivery, and troubleshooting of investment performance reports and client-facing materials. The role includes account and cash reconciliations, fund-manager data input, monthly and quarterly reporting, transactional activity reconciliation, tax-document tracking, and internal client-service communication. Candidates should have at least two years of prior work experience, an undergraduate degree, strong quantitative and data-management skills, and familiarity with Excel and reporting tools. The Massachusetts base salary range is $65,000 to $75,000, with possible performance-based incentives and medical, dental, and vision insurance.

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