Portfolio Associate

Partners Group

Portfolio Associate focused on strategic asset allocation and investment management for private market programs. Collaborating with senior managers on client acquisition and portfolio initiatives.

Posted 7/1/2026full-timeZug • 🇨🇭 SwitzerlandJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Portfolio implementation of flagship programs and mandates
Create bespoke portfolio proposals for existing and new clients, focusing on strategic asset allocation, investment returns/risk and cash flow modelling
Together with senior portfolio managers and client sales professionals, support with client acquisition and retention
Together with senior portfolio managers, implement initiatives on programs and mandates to optimize performance
Point of contact for internal and external stakeholders on portfolio construction, relative value across private markets and efficient use of capital across the firm's program range
Initiation and implementation of global portfolio management initiatives, contributing to the development of innovative & bespoke private market offerings
Conduct various tasks related to portfolio management, implementation and monitoring of portfolios, market research and internal requests

Requirements

What you’ll need

Top academic credentials (MSc/MBA preferred), coursework emphasis on Business Strategy, Finance, Real Estate, Economics and Mathematics will be prioritized
Professional qualification (e.g. CFA, CAIA) desirable but not a requirement
3-6 years' professional work experience in private markets, asset management, banking, consulting or similar (prior experience with private real estate / equity / infrastructure is an advantage)
Understanding of a wide variety of investing styles across private markets, in depth knowledge of principles of portfolio construction
Understanding of private market fund structures and ability to implement them in quantitative models
Strong written and oral communication skills
Strong work ethic with a desire to learn and succeed
Proficiency in English is required

Benefits

Comp & perks

Competitive compensation, including performance-based bonuses, along with a daily lunch allowance
Global professional environment with international exposure, collaborative culture, and opportunities to learn the business from industry leaders and seasoned professionals
Comprehensive career development through challenging opportunities, hands-on training, dedicated mentorship programs, and our PG Academy learning platform for continuous growth
Premium facilities including a state-of-the-art building, diverse on-site dining options, and complimentary gym access with fitness classes
Community engagement through office events, team activities, and volunteer opportunities to connect with local communities
Sabbatical program — one month off after every five years of service to recharge and explore

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Portfolio ConstructionInvestment Returns AnalysisCash Flow ModellingMarket ResearchPerformance Optimization

Soft Skills

Strong Written CommunicationStrong Oral CommunicationWork EthicDesire to LearnStakeholder Engagement

Certifications

CFACAIA