Business Development Associate
Partners Capital, Boston, MA, United States
Boston
600 Atlantic Avenue
30th Floor
Boston, MA 02210, USA
Boston 600 Atlantic Avenue 30th Floor Boston, MA 02210, USA
Pay or shift range: $60,000 USD to $85,000 USD This base salary range is specific to individuals applying to this role and takes into account a number of factors. 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. The 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.
Description Firm 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 what we consider 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 350 people across its eight offices located in Boston, New York, London, San Francisco, Paris, Singapore, Hong Kong and Dallas.
Partners Capital is diverse and inclusive, in people and in thought. 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.
Position Description We are seeking a highly motivated, detail-oriented, and proactive Business Development Associate to join our North America Business Development team in Boston. This role is integral to the execution and advancement of the firm’s business development efforts, with responsibility for producing high-quality client materials, managing key processes, and contributing to the development of compelling messaging and positioning.
The Associate will work closely with Business Development and Investment team members to support new business opportunities, maintain and enhance BD infrastructure, and ensure the delivery of consistent, accurate, and client-ready materials. The role offers meaningful exposure to investment strategy, client engagement, and cross-functional collaboration across the firm.
Key Responsibilities
Manage and update all business development content
Create and edit effective and visually appealing content
Maintain bank of ‘best practice’ slides and request for proposal (RFP) responses, updating as needed and identifying areas for improvement
Develop compelling PowerPoint materials to support meetings and finalist pitches with prospective clients, leveraging content library and preparing custom exhibits and slides as needed
Provide pitch support including but not limited to supplementing standard pitch materials with custom inputs (i.e., pitch team bios, Investment Committee research)
Research prospect background to better understand prospect needs and challenges, competition, appropriate service approach
Prepare first draft of responses to RFPs and presentations in conjunction with Business Development team members
Manage internal deadlines for those involved in the process
Liaise with internal teams (i.e., Legal, Compliance, Operations) to effectively and efficiently complete RFPs
Work collaboratively with the Business Development team to manage the end-to-end business development process. Coordinate workflow and outreach to active prospects in partnership with investment team
Maintain pipeline / CRM of prospective opportunities and produce customized reports when required
Develop and maintain metric tracking lSupport follow-up efforts to ensure prospect and client movement through the business development
Build and maintain investment knowledge and show intellectual curiosity
Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.
Additional responsibilities
Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team
Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels
Qualifications / Attributes
1-3 years of relevant business development/marketing experience
Experience writing proposals and creating presentations, ideally from an investment management environment
Excellent project management organization and prioritization skills with the ability to work on multiple projects simultaneously and meet deadlines
High proficiency in Microsoft Office (PowerPoint, Word, Outlook, Excel)
Ability to think critically and analytically as well as problem solve
High degree of professionalism and sound judgement with understanding of when and how to elevate potential issues , as well as attention to detail
Strong communication skills, verbal and written, with the ability to convey critical points to internal and external stakeholders
Strong interpersonal skills with ability to thrive in a collaborative, team-oriented working environment
Intellectually curious and a team player motivated to contribute to the success of the business
Exposure to and interest in the financial sector, specifically investments
Undergraduate degree in a related field
Benefits and Compensation Partners 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.
Massachusetts 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 $60,000 - $85,000. 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.
The 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.
For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice
Qualifications Skills Behaviors Motivations Education Experience Licenses & Certifications 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.
#J-18808-Ljbffr
Boston 600 Atlantic Avenue 30th Floor Boston, MA 02210, USA
Pay or shift range: $60,000 USD to $85,000 USD This base salary range is specific to individuals applying to this role and takes into account a number of factors. 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. The 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.
Description Firm 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 what we consider 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 350 people across its eight offices located in Boston, New York, London, San Francisco, Paris, Singapore, Hong Kong and Dallas.
Partners Capital is diverse and inclusive, in people and in thought. 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.
Position Description We are seeking a highly motivated, detail-oriented, and proactive Business Development Associate to join our North America Business Development team in Boston. This role is integral to the execution and advancement of the firm’s business development efforts, with responsibility for producing high-quality client materials, managing key processes, and contributing to the development of compelling messaging and positioning.
The Associate will work closely with Business Development and Investment team members to support new business opportunities, maintain and enhance BD infrastructure, and ensure the delivery of consistent, accurate, and client-ready materials. The role offers meaningful exposure to investment strategy, client engagement, and cross-functional collaboration across the firm.
Key Responsibilities
Manage and update all business development content
Create and edit effective and visually appealing content
Maintain bank of ‘best practice’ slides and request for proposal (RFP) responses, updating as needed and identifying areas for improvement
Develop compelling PowerPoint materials to support meetings and finalist pitches with prospective clients, leveraging content library and preparing custom exhibits and slides as needed
Provide pitch support including but not limited to supplementing standard pitch materials with custom inputs (i.e., pitch team bios, Investment Committee research)
Research prospect background to better understand prospect needs and challenges, competition, appropriate service approach
Prepare first draft of responses to RFPs and presentations in conjunction with Business Development team members
Manage internal deadlines for those involved in the process
Liaise with internal teams (i.e., Legal, Compliance, Operations) to effectively and efficiently complete RFPs
Work collaboratively with the Business Development team to manage the end-to-end business development process. Coordinate workflow and outreach to active prospects in partnership with investment team
Maintain pipeline / CRM of prospective opportunities and produce customized reports when required
Develop and maintain metric tracking lSupport follow-up efforts to ensure prospect and client movement through the business development
Build and maintain investment knowledge and show intellectual curiosity
Key responsibilities may be assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed.
Additional responsibilities
Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team
Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels
Qualifications / Attributes
1-3 years of relevant business development/marketing experience
Experience writing proposals and creating presentations, ideally from an investment management environment
Excellent project management organization and prioritization skills with the ability to work on multiple projects simultaneously and meet deadlines
High proficiency in Microsoft Office (PowerPoint, Word, Outlook, Excel)
Ability to think critically and analytically as well as problem solve
High degree of professionalism and sound judgement with understanding of when and how to elevate potential issues , as well as attention to detail
Strong communication skills, verbal and written, with the ability to convey critical points to internal and external stakeholders
Strong interpersonal skills with ability to thrive in a collaborative, team-oriented working environment
Intellectually curious and a team player motivated to contribute to the success of the business
Exposure to and interest in the financial sector, specifically investments
Undergraduate degree in a related field
Benefits and Compensation Partners 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.
Massachusetts 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 $60,000 - $85,000. 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.
The 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.
For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice
Qualifications Skills Behaviors Motivations Education Experience Licenses & Certifications 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.
#J-18808-Ljbffr