Content Expert ( Private Wealth)
Broomfield, US
What it's about
The Evergreen Reporting & Services team is seeking a Content Expert based in Denver to support fundraising and client engagement across our private wealth Evergreen programs. This role is central to how we communicate our investment story — from producing high-quality client reporting, responding to requests for proposals to organizing investor-facing webinars.
Key activities:
- 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.
- 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.
Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. Our offerings include:
- 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.
- Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives. Base pay range for this role is $87,000 - $106,000 and a performance-based bonus and equity are additional parts of the total compensation package.
www.partnersgroup.com
Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at hr@partnersgroup.com
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