At a Glance
- Tasks: Lead and optimise DealCloud implementation, ensuring effective platform adoption and support.
- Company: Join a diverse and inclusive investment firm managing $60B in assets globally.
- Benefits: Enjoy competitive pay, private medical insurance, wellness benefits, and flexible working.
- Other info: Opportunities for professional growth and participation in social events.
- Why this job: Make a real impact in a dynamic environment while developing your career.
- Qualifications: 5-7 years in DealCloud implementation, strong analytical skills, and excellent communication.
The predicted salary is between 48000 - 84000 £ per year.
Founded in 2001, Partners Capital is an Outsourced Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $60B in assets under management, the firm constructs customized investment portfolios for its clients, tapping into its deep network of partnerships with exceptional asset managers across all major asset classes. Clients include INSEAD Business School, New York’s Metropolitan Opera, Eton College, Colorado College, several Oxford and Cambridge University Colleges and several family offices around the world. The firm employs more than 300 people across its eight offices located in Boston, Texas, New York, London, San Francisco, Paris, Singapore and Hong Kong. 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 DealCloud Implementation Principal is responsible for leading and supporting the end-to-end delivery, optimisation, and ongoing support of DealCloud across the organisation. The role blends daily application support, project management, hands-on configuration, data stewardship, and stakeholder engagement to ensure the platform is adopted effectively and continuously improved to meet business needs.
Key Responsibilities
- Project Delivery & Implementation
- Lead DealCloud implementation workstreams, ensuring delivery on scope, timeline, and quality.
- Translate business requirements into functional specifications, configuration tasks, and structured implementation plans.
- Configure DealCloud entities, workflows, dashboards, reporting and integrations in line with business needs.
- Coordinate data migration activities, including data mapping, cleansing, validation, and testing.
- Run UAT cycles: prepare test scripts, support end-user testing, track defects, and manage remediation efforts.
- Ensure technical and procedural documentation is created and maintained.
- Partner closely with business and technology stakeholders to deliver enhancements and project rollouts.
- Application Support & Administration
- Act as technical support for DealCloud, troubleshooting issues, analysing root causes, and liaising with the vendor when needed.
- Maintain platform stability and performance through proactive monitoring and administrative best practices.
- Manage user provisioning, permissions, security policies, and data governance procedures.
- Maintain system configurations, workflows, validations, and automated processes.
- Track, prioritise, and resolve support tickets within agreed SLAs.
- Identify opportunities to enhance platform usability, efficiency, and automation.
- Lead configuration changes that enable smoother processes across investment, research, operations, and client teams.
- Evaluate new DealCloud functionality and recommend adoption where beneficial.
- Lead the firm’s data quality management efforts partnering with Data Operations, establishing governance rules, running audits, partnering with teams on remediation, and implementing automated controls to ensure DealCloud remains a reliable, trusted source of truth.
- Stakeholder Management & Communications
- Build strong relationships with business users to understand needs and maintain alignment.
- Facilitate regular stakeholder updates on project milestones, risks, timelines, and enhancement roadmaps.
- Engage with senior leaders to gather strategic requirements and socialise platform improvements.
- Translate complex technical matters into clear business-friendly language.
- Training & Change Management
- Develop and deliver training programs, guides, and release notes to drive user adoption.
- Support the change-management agenda for new features, processes, and releases.
- Serve as a trusted advisor to users, helping embed best practices in workflow design and data capture.
- Other
- Be 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.
Required Skills & Experience
- Approximately 5-7 years’ experience in DealCloud / CRM implementation or administration (DealCloud strongly preferred).
- Experience in financial services, private equity, investment management, or related industries.
- Strong understanding of pipeline management, deal workflows, fund structures, relationship management, and reporting.
- Proficiency in system configuration, data modelling, dashboard/report building, and process automation.
- Experience delivering technical projects and coordinating multiple stakeholders.
- Strong analytical mindset with excellent problem-solving skills and attention to detail.
- Outstanding communication skills, with the ability to translate between technical and non-technical audiences.
- Ability to manage competing priorities in a fast-paced environment.
- SQL, Power BI, or other analytics experience.
- Exposure to integrations, APIs, ETL processes, or middle-/back-office systems.
- Project management certifications (PMP, PRINCE2, Agile) beneficial.
- Experience working with external vendors or implementation partners.
Personal Attributes
- Proactive, resourceful, and resilient.
- Comfortable taking ownership of initiatives and driving them independently.
- High degree of professionalism and stakeholder empathy.
- Continuous learner with curiosity to understand both technology and investment-related processes.
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 private medical and life insurance, income protection and pension contributions. In addition, we partner with organisations to provide wellness benefits. Partners Capital supports global philanthropy via a charity program and provides a volunteer day for all employees. We also champion a variety of social events.
DealCloud Implementation Principal employer: Partners Capital
At Partners Capital, we pride ourselves on being an exceptional employer, offering a collaborative and inclusive work culture that values diverse perspectives. Our commitment to employee growth is reflected in our focus on professional development, competitive compensation, and a comprehensive benefits package, including private medical insurance and wellness initiatives. Located in vibrant cities around the globe, we provide a flexible working model that empowers our team to thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land DealCloud Implementation Principal
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services and investment management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to DealCloud implementation and project management. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you showcase your experience effectively!
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss specific examples of how you've tackled challenges in previous roles, especially those involving data management and stakeholder engagement. Highlighting your problem-solving abilities can set you apart.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining Partners Capital and being part of our diverse and inclusive culture.
We think you need these skills to ace DealCloud Implementation Principal
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with DealCloud and any relevant financial services background. We want to see how your skills align with the role, so don’t hold back on showcasing your achievements!
Show Off Your Communication Skills:Since this role involves a lot of stakeholder engagement, it’s crucial to demonstrate your ability to communicate complex ideas clearly. Use examples in your application that illustrate how you've successfully translated technical jargon into business-friendly language.
Highlight Your Project Management Experience:We’re looking for someone who can lead projects effectively. Be sure to mention any project management certifications you have and provide examples of past projects where you’ve managed timelines, scope, and quality.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Partners Capital
✨Know Your DealCloud Inside Out
Before the interview, make sure you’re well-versed in DealCloud’s functionalities and how they apply to investment management. Brush up on your knowledge of pipeline management, deal workflows, and reporting features. This will help you demonstrate your technical expertise and show that you can hit the ground running.
✨Showcase Your Project Management Skills
Prepare examples from your past experiences where you successfully led projects or implemented systems. Be ready to discuss how you managed timelines, coordinated with stakeholders, and ensured quality delivery. This will highlight your ability to handle the responsibilities of the DealCloud Implementation Principal role.
✨Communicate Like a Pro
Since this role requires translating complex technical matters into business-friendly language, practice explaining technical concepts in simple terms. Think of scenarios where you’ve had to bridge the gap between technical teams and non-technical stakeholders, and be prepared to share those stories.
✨Emphasise Your Analytical Mindset
The role demands strong analytical skills, so come prepared with examples of how you've tackled problems in previous roles. Discuss your approach to data quality management and how you’ve used analytics tools like SQL or Power BI to drive decisions. This will showcase your problem-solving abilities and attention to detail.
