Partners Capital

Partners 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. For more information, visit https://partners-cap.com.

Position Description

We are seeking a Principal-level Technical Business Analyst to join Transformation Office and play a key role in the delivery of a complex portfolio of investment management projects. This role sits at the intersection of business, product, and technology, requiring strong technical curiosity coupled with structured analysis, delivery ownership, and confident stakeholder engagement.

You will operate semi-independently in a high-impact, internal-customer-facing role, working closely with business and technology teams to define, design, and deliver change. Your primary stakeholders will be a range of internal subject matter experts spanning front and middle/back-office teams plus Data and Technology delivery leads.

Key Responsibilities

• Lead delivery of one or more workstreams in a complex, multi-functional global transformation programme through the complete SDLC, including vendor management.
• Manage stakeholder expectations around progress, requirements gathering, solution definition, constraints, risks, and dependencies clearly and proactively.
• Work with business owners to extract and formally document process flows, business rules, and detailed requirements.
• Research, analyse, and produce impact assessments across teams, systems, and processes.
• Apply a broad range of Business Analysis tools and techniques to ensure clarity, completeness, and shared understanding.
• Shape business case for major technology spend coordinating with business stakeholders.
• Work closely with vendor and technology teams to:
  • Document functional designs and sequence diagrams.
  • Define work breakdown structures.
  • Clearly articulate what needs to be built and tested.
  • Shape and contribute to innovative, practical solution designs.
  • Integrate business and technical perspectives into a coherent end-to-end solution vision.
• Participate in and drive testing activities including test planning and scripting; test execution and defect triage.
• Identify and communicate technical constraints, risks, and dependencies impacting delivery.
• Lead change management efforts to drive adoption, including defining and implementing KPI / OKRs post implementation.
• 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.