Financial Operations Associate Jobs in Massachusetts

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 $77B+ in assets under management,[1] 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, family offices around the world, and senior executives from leading global investment firms. The firm employs more than 400 people across its eleven offices located in Boston, London, Abu Dhabi, Dallas, Dubai, Hong Kong, New York, Paris, San Francisco, Singapore, and Zürich.

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

The Communications Operations Associate is the operational backbone of our integrated Communications & Marketing Team. This role owns the full lifecycle of inbound communications and marketing requests while maintaining the systems, dashboards, and documentation that keep the team running efficiently. This role will partner closely with the Global Head of Communications on initiatives focused on improving operational efficiency, enhancing processes, and leveraging technology to help scale and optimize the Communications & Marketing function. This is a high-volume, process-driven role ideal for someone who thrives on structure, takes pride in accuracy, and builds credibility through reliable follow-through.

The successful candidate will bring sharp organizational skills, sound judgment in applying scope and compliance policies, and the communication skills to manage stakeholder expectations with professionalism and consistency. This role offers broad exposure across the firm and a clear path to deepening expertise in communications and marketing operations within a global business environment.

Project Management

• Serve as the primary point of contact for team project management and facilitate inbound requests to confirm receipt and set clear expectations with requestors promptly
• Track accurate status records for all open requests in Notion; build and manage dashboards that provide visibility into request volume and key KPIs for reporting
• Anticipate operational bottlenecks and identify potential solutions to drive efficiency
• Optimize marketing tech stack (including DealCloud Dispatch) and track campaign performance
• Maintain project timelines, templates, recaps, and reporting dashboards (monthly, quarterly, and annual)

Execution and Delivery

• Support website (WordPress) maintenance and overall coordination with digital vendors
• Execute email campaigns via DealCloud Dispatch and event management using platforms such as Cvent
• Review requests and final deliverables to ensure compliance with local jurisdictions; coordinate with Compliance on reviews and RedOak submission management
• Support vendor and subscription management, including contract tracking, invoicing, renewals, and related coordinator
• Monitor and identify opportunities to onboard new solutions, processes, or expanded tool capabilities to drive efficiency

Stakeholder Communication & Administrative Support

• Partner closely with the Global Head of Communications to support and manage priorities, team operations, and tracking key business initiatives
• Coordinate meetings, scheduling, and follow-up; support other needs across the team as necessary
• Own and maintain the firmwide Communications resources SharePoint repository
• Provide consistent, professional status updates throughout the lifecycle of each request; manage stakeholder expectations when timelines shift or requests require redirection
• Collaborate with Finance and IT to track budgets and platform updates; coordinate contract reviews and other legal documentation processing with Legal & Compliance
• Represent the marketing team professionally in all written and verbal communication.

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 include:

• 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

Required:

• 2–5 years of experience in a marketing operations, marketing coordinator, business operations, project management, or communications coordination role.
• Demonstrated ability to manage high volumes of concurrent requests or projects with accuracy and professionalism
• Prior experience coordinating projects, with the ability to manage timelines, cross-functional collaboration, and ensure timely execution of key deliverables
• Strong written communication skills — able to produce clear, professional stakeholder updates and policy-based responses
• Sound judgment to apply scope and compliance policies accurately, including the confidence to professionally decline or redirect requests that fall outside defined parameters
• Detail-oriented and organized; experience using task management platforms such as Asana, Monday.com, Workfront, or similar
• Strong command of Microsoft Excel and PowerPoint
• Experience with CRM or marketing platforms such as DealCloud, Salesforce, or similar
• Comfort working within defined processes and systems; not reliant on creative latitude to perform well
• Ability to work collaboratively, resourcefully, and with a calm, solutions-oriented approach
• Degree in Marketing, Communications, Business, or a related field a plus

Preferred:

• Experience in financial services, professional services, or another regulated industry
• Familiarity with marketing compliance considerations (e.g., SEC/FINRA advertising guidelines) or demonstrated ability to learn quickly
• Experience working with LinkedIn and WordPress
• AI capabilities to drive efficiencies and improve project management tracking
• Familiarity with SEO/GEO or willingness to learn to support digital optimization
• Background in agency traffic coordination, shared services, or internal creative operations
• Experience working in a matrixed organization with multiple internal stakeholder types

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 $75,000 - $90,000. 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

[1] As of 31 March 2026