{"id":1608847,"url":"https://alion.io/job/partners-capital-trade-and-treasury-operations-associate","title":"Trade and Treasury Operations Associate","company":{"id":706616,"name":"Partners Capital","domain":"partners-cap.com","url":"https://alion.io/company/partners-capital","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"UltiPro","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-01T06:10:25Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Boston, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":65000,"max":80000,"currency":"USD","period":"year","gross":null,"usd_annual":80000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Power BI","optional":false}],"status":"live","first_seen_at":"2026-07-31T15:47:16Z","employer_posted_date":"2026-07-31","last_verified_at":"2026-11-01T23:39:02Z","board_verified":true,"closed_at":null,"days_open":93,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":92},"description":"Firm Description\nPartners 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 $77 billion in assets under management as of March 31, 2026. \nFor more information, visit https://partners-cap.com.\nPosition Description\nThe Trade and Treasury Operations, Associate located in Boston will play a critical role in supporting the trade execution, settlement, and treasury functions supporting the firm’s clients and multi-asset pooled vehicles through the completion of investment execution. This position involves managing complex trade and cash flow activities across a wide range of asset classes and investment strategies, ensuring seamless operational efficiency, and maintaining strong oversight of liquidity and cash management. As key stakeholders of investment execution, Trade Operations and Treasury team members are expected to have a high degree of attention to detail and understanding our execution policies and procedures.\nThe candidate will be an integral member of the global Client Operations Team, with broad scope for progression into multiple specialist functions within the team. The role has a wide-ranging responsibility and involves working with the Operations and Investment teams across all offices. The candidate should be hardworking and must be able to interact with colleagues and third parties, prioritizing and completing multiple tasks and meeting key investment deadlines.\nThe company has a ‘small business’ atmosphere and attitude. The successful candidate should be ready for wide-ranging responsibilities in multiple areas and will be expected to be flexible and willing to do whatever it takes to contribute to the firm’s continued success.\nInvestment Execution\nGrasp a detailed understanding of alternative investment products, with specific attention paid to the terms of the funds (e.g. fee classes, minimums, fund notice periods, gates, lock-up periods)\nPrepare complete and accurate investment documentation for client execution (e.g. hedge fund subscription and redemption documents, etc.)\nPrepare and review wires across various custodians - including capital calls, subscriptions, and other fund transactions - ensuring accuracy and timely execution.\nPerform detailed reviews of execution instructions and investment documentation\nSubmit fully executed subscription documentation to fund managers, ensuring timely confirmation of receipt and that all materials are in good order.\nManage the end-to-end execution process across a broad client base, coordinating and communicating effectively across internal teams to ensure all deadlines are met.\nTreasury and Cash Management\nManage daily cash flow and liquidity across multiple portfolios and currencies.\nExecute cash movements, wire transfers, and funding activities in alignment with portfolio strategies and cash needs.\nMonitor and forecast liquidity needs to support portfolio rebalancing and capital calls.\nEnsure accurate reconciliation of cash balances and activity across all custodian accounts.\nSupport the implementation and enhancement of treasury management systems and tools.\nCoordinate funding for private market investments, ensuring appropriate capital reserves.\nWork closely with investment teams to manage liquidity for both strategic and tactical asset allocation decisions.\nTrack capital activity and provide reporting to portfolio managers and senior management\nProject and Team Responsibilities\nContinuously assess existing processes and procedures, providing actionable recommendations for improvement.\nCollaborate across teams and the broader Firm to drive and implement process improvement initiatives.\nSupport senior management with a range of strategic and tactical projects as required.\nKey responsibilities may be assessed and are subject to change from time to time based on the needs of the business.\nAdditional responsibilities include:\nResponsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team\nEnsure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels\nQualifications / Attributes\nThe ideal candidate will have strong understanding of financial instruments, including public and private markets. Expertise in trade lifecycle management and cash flow process with strong attention to detail, problem-solving skills, and ability to multi-task in a fast-paced environment. The candidate should have excellent communication and relationship management skills and have proficiency with financial systems (e.g., Bloomberg, Power BI)\nRequired:\n1-3+ years of experience in trade operations, treasury, or investment operations (preferably in an OCIO, asset management, or institutional environment)\nBachelor’s degree in finance, Economics, Accounting, or a related field\nHigh degree of attention to detail and experience inputting and reviewing large sets of data and documents\nExperience with complex portfolio structures and multi-currency environments\nKnowledge of regulatory requirements related to trading and cash management\nArticulate self-starter with strong analytical and organizational skills\nBloomberg experience both in general and execution specifically\nExperience with custodian portals of all kinds\nAbility to multi-task and prioritize daily workloads while working efficiently and accurately\nHigh degree of integrity and professionalism with strong interpersonal and communication skills\nTeam player who is willing to do whatever it takes to contribute to the success of the business\nComfortable receiving and providing feedback from/to direct manager and Partners\nBenefits and Compensation\nPartners 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.\nMassachusetts 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 $65,000 - $80,000. 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.\nThe 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.\nFor all California residents, please click here to view the Partners Capital California Applicant Privacy Notice","description_format":"text","description_chars":8250,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Life insurance","Professional development","Vision insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-01T20:05:34Z"}],"visa":[],"liveness":{"score":8,"band":"cold","label":"Long shot","p_open":1,"p_active":0.287,"p_room":0.28,"age_days":92,"expected_fill_days":25,"reasons":["conf:2","win:tail","crowd:junior"],"computed_at":"2026-11-01T06:10:25Z"},"pay":{"stated_usd_annual":80000,"is_top_pay":true},"html_url":"https://alion.io/job/partners-capital-trade-and-treasury-operations-associate","json_url":"https://alion.io/job/partners-capital-trade-and-treasury-operations-associate.json","meta":{"generated_at":"2026-11-02T02:56:41Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":4489,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":706616},"rest":"https://alion.io/mcp/rest/get_company?id=706616"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fpartners-capital-trade-and-treasury-operations-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fpartners-capital-trade-and-treasury-operations-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fpartners-capital-trade-and-treasury-operations-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/partners-capital-trade-and-treasury-operations-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fpartners-capital-trade-and-treasury-operations-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1608847}},{"tool":"search_jobs","arguments":{"company":"partners-cap.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1608847},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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