Portfolio Analyst, Portfolio Management

Partners Group • Bloomfield Township, MI

292d • $110,000 - $135,000

About The Position

The Portfolio Management business unit is responsible for the strategic steering and portfolio management of the private market bespoke solutions of Partners Group. The group furthermore supports the acquisition & retention of institutional clients and distribution partners with an emphasis on segregated accounts, open-ended ('evergreen') private market solutions and new product initiatives. We are now looking to add a Portfolio Analyst to our market-leading and growing USD 48bn evergreen practice, based in Denver. You will be part of the Portfolio Management team and have the following day-to-day responsibilities:

Requirements

• University degree, with strong academic background in a quantitative field, e.g. Finance, Economics, Mathematics or similar
• 2-4 years of professional work experience in asset management, banking, consulting or similar
• Progression towards or completion of a professional qualification (e.g. CFA, CAIA) desirable but not a requirement
• Proficiency in Microsoft PowerPoint and Excel (knowledge of Python/SQL is a plus)
• Passion for numbers and quantitative analysis
• Excellent oral and written communication skills in English
• Strong work ethic with a desire to learn and succeed
• Attention to detail and ability to work error-free
• Effective and reliable team player

Responsibilities

• Support in the ongoing portfolio management of evergreen products, including liquidity management, investment level steering, performance and asset allocation
• Work closely with our investment teams to optimize new investment allocations and manage and monitor existing positions
• Support in creating bespoke portfolio solutions for existing and new clients, focusing on strategic asset allocation, investment returns/risk and cash flow modelling
• Operation and enhancement of proprietary private markets systems and models
• Modelling and analysis of private markets data
• Reporting and analysis for internal and external stakeholders
• Support in creating presentations for new and existing clients

Benefits

• Learn the business from some of the world's leading private markets and evergreen experts
• A work environment with enthusiastic and talented professionals in a fast-growing, ambitious company
• Highly professional, intellectually demanding and stimulating work environment
• Flat organization structure with significant exposure to senior leaders and decision makers both internally and externally
• Attractive career path with potential for long-term advancement and investment in training and development
• Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives
• Base pay range for this role is $110,000 - $135,000 and a performance-based bonus is a part of the total compensation package

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree