Partners Group

Content Expert – 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

  • Coordinate and produce content for US Evergreen fund webinars, managing logistics and ensuring materials reflect current positioning and market messaging.
  • Analyze portfolio developments to craft clear, insightful commentary for periodic client reporting, with a focus on key holdings, meaningful realizations, valuation drivers, and other material developments.
  • Oversee and respond to client requests relating to assigned private wealth focused investment programs.
  • Lead end-to-end management of Requests for Proposals (RFPs) from distribution partners and other stakeholders evaluating our private wealth Evergreen programs, ensuring responses are accurate, compelling, and delivered on time.
  • Serve as a primary point of contact for client inquiries related to assigned private wealth investment programs, providing timely and well-informed responses.
  • Partner closely with Partners Group's growth marketing and sales teams to stay current on product offerings, portfolio developments, and private wealth market trends, and to ensure consistency across client-facing materials.
  • Take ownership of ad hoc projects that support the broader growth and development 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, 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.
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
portfolio analysiscontent productionwritingeditinganalyticsPowerPointpresentation skillsclient reportingRFP managementproduct content creation
Soft Skills
communicationinterpersonal skillsteam playertime managementattention to detailmotivationcollaborationproblem-solvingadaptabilityorganizational skills