Partners Group

Product Specialist – Private Wealth

Partners Group

full-time

Posted on:

Location Type: Office

Location: Broomfield • Colorado • United States

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Salary

💰 $87,000 - $106,000 per year

About the role

  • Manage and complete RfPs from distribution partners and other stakeholders.
  • Thoroughly analyze portfolio developments and craft the language used for periodic client reporting.
  • 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.
  • Take responsibility of projects to support the development and growth of the team.

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.
  • 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.
  • 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.
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
ExcelPowerPointportfolio analysisclient reportinginvestment program managementdata analyticspresentation designediting
Soft Skills
communicationinterpersonal skillswriting skillscollaborationproject management