Product Specialist (Private Wealth)

Partners Group Holding AG•Broomfield, CO

27d•$87,000 - $106,000

About The Position

Product Specialists on the Evergreen Reporting & Services team help to consistently convey our messaging and position us in our client materials. To strengthen our fundraising activities in Evergreens, we are hiring a Product Specialist in Denver who will primarily work on request for proposals (RfPs) and client reporting for a group of Evergreen programs in our private wealth business.

Requirements

Minimum 3 years of relevant experience and demonstrated success in a similar role in the financial industry; editing experience is an advantage.
Strong academic credentials with a degree in finance, business administration or economics.
A demonstrable understanding of private markets and semi-liquid/Evergreen structures, along with the ability and drive to produce consistent product content across various mediums (e.g. editorial, PowerPoint and multimedia).
Impeccable writing skills and a flawless command of written English. Exceptional verbal and written communication and interpersonal skills.
Advanced Excel skills to conduct analytics related to client requests and product performance calculations, and the ability to produce convincing and visually appealing presentations in PowerPoint.
Ability to work within a matrix organization that includes numerous stakeholders and a global team that is spread out across several offices.
Passionate, highly motivated team player with a proven ability to handle high workload while delivering error-free content.

Nice To Haves

editing experience is an advantage

Responsibilities

Manage and complete RfPs from distribution partners and other stakeholders diligencing our private wealth Evergreen programs.
Thoroughly analyze portfolio developments and craft the language used for periodic client reporting, with focus on largest investments, meaningful realizations, valuation drivers and other relevant developments in the reporting period.
Oversee and respond to client requests relating to assigned private wealth focused investment programs.
Collaborate closely with Partners Group's growth marketing and sales teams to leverage content and maintain mastery of product offerings, Partners Group portfolios and current private wealth market trends.
Take responsibility of projects to support the development and growth of the team.

Benefits

Professional, international, and high-performing work-environment.
Challenging, rewarding career within a growing company.
Collaborative environment, with on-the-job training and mentorship opportunities.
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.