Private Wealth Onboarding and Lifecycle Product Manager

Partners Group AG • Broomfield, MI

11d • Onsite

About The Position

Partners Group's Product Management team is the hub for a variety of activities throughout the lifecycle of investment fund programs. We drive timely and seamless fund launches, restructurings, and manage ongoing lifecycle tasks including subscription and redemption monitoring, document review, and stakeholder management ensuring high satisfaction amongst clients and operational teams. Our Americas Private Wealth Product Management team is based in our Denver Headquarters and is responsible for a wide range of investment programs ranging from semi-liquid retail offerings, private/public partnerships, and separate accounts. We are looking for someone with an entrepreneurial mindset to join our team as a Product Manager.

Requirements

• University degree or equivalent, with emphasis on business administration, finance or economics preferred
• Minimum of 2-3 years of professional work experience in finance, banking, wealth management, asset management or similar
• Excellent organizational skills, demonstrating the ability to work independently within tight deadlines
• Analytical, detail-oriented, and able to pull together ideas to make a convincing argument
• Willingness to learn various processes and procedures involving several tools, databases, and reporting systems; ability to adapt to periodic changes and improvements related to such processes
• Ability to communicate effectively is essential, proficiency in Word, Excel and PowerPoint is expected
• Self-motivated and proactive individual with a desire to learn and succeed
• Excellent English skills, additional languages are a plus
• Effective and reliable team player

Nice To Haves

• Experience within the private wealth channel is a plus
• Knowledge of the financial services industry with experience in private equity, private credit, or another private markets asset class is a plus
• Knowledge of design, implementation and the operational set-up of innovative fund and investment structures is a plus

Responsibilities

• Taking full ownership of the lifecycle and ongoing maintenance of assigned funds
• Ensuring timely and seamless launch of funds and restructurings in close collaboration with sales, structuring, operational teams and external service providers
• Leading team-relevant projects and contributing to business unit-relevant projects
• Clear understanding of private markets, fund structures as well as processes, roles, systems and responsibilities across the firm to drive efficient fund operations
• Collaborates with team leaders across the firm to effectively and efficiently solve operational challenges
• Proactively interacting with internal and external stakeholders to assess satisfaction, identify issues, and independently implement robust resolution
• Ability to research various fund-related topics, formulate conclusions, and effectively communicate findings to the broader team and colleagues across the organization
• Confidently liaising with client counterparts to understand their operational needs, explaining our capabilities and implementing solutions
• Understand fund offerings in the context of the broader financial landscape and competitive environment

Benefits

• Competitive benefits and wellness package, including medical, dental and vision coverage
• 401k (Roth and pre-tax options) with company-match
• 25 vacation days, and 13 holidays annually
• One-month sabbatical after every five years of service
• Company paid life and disability insurance
• Education assistance program
• Lunch stipend
• Domestic and international events, including offsites and volunteer opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level