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Client Relationship Operations Support Professional

Business Department:  Client Solutions
Location: 

Broomfield, US

Partners Group is a global private markets investment manager, serving over 900 institutional investors. We have USD 109 billion in assets under management and more than 1,500 professionals across 20 offices worldwide. We realize potential in private markets by financing and developing great companies, desirable real estate and essential infrastructure. We create value in our investments through active and long-term responsible ownership.

What it's about

This is an opportunity to join a team servicing a market leading, $6.5B Private Markets fund. In this position, you will be responsible for servicing our existing client relationships by supporting our team across operations and marketing efforts. In addition, you will be working closely with the fund administrator to ensure a smooth client experience. We are looking for someone who is detail and process oriented to help us achieve our ambitious initiatives. 

 

Responsibilities:

  • Addressing client service needs, including product information requests and distribution of offering documentation
  • Assisting clients and financial advisors with operational fund inquiries
  • Working closely with clients and fund's administrator to coordinate fund closing, redemption and transfer processes
  • Assisting with year-end audit process and quarterly reports to Fund Board of Managers
  • Preparing other internal and external reporting as needed
  • Updating existing and creating new marketing materials including pitch book and white papers as needed
  • Maintaining data integrity within internal relationship management systems
  • Collaborating with internal teams including product management, investment teams, legal and compliance
  • Conducting market research on competitor products and offerings
  • Solving complex client issues and maintaining a level of excellent client service
What we expect
  • BA/BS in finance, business, economics, communications, or a related field
  • 1-3 years of experience in financial services, marketing, operations, fund administration, or related industry
  • Superior organizational, written and oral communication skills and attention to detail
  • Entrepreneurial, professional, proactive and motivated personality
  • Ability to work collaboratively in a team-oriented environment and be able to handle different constituencies across the firm
  • Ambition and willingness to obtain FINRA qualifications Series 7/Series 6

What we offer

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.  We offer a fantastic opportunity for you to grow:

  • Professional, international working 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 12 holidays annually
  • One-month sabbatical after every five years of service
  • Company paid life and disability insurance
  • Education assistance program
  • Lunch stipend
  • Fun office and team events, including volunteer opportunities to connect with and help our local communities
  • 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 $60,000 - 70,000 and a performance-based bonus are part of the total compensation package

 

Make an impact on the organization by taking a lead role in the growth of our US business.  Our working environment is humble, inclusive and transparent, and the structure of the firm is flat.

 

At Partners Group, we thrive on new ideas for the benefit of our clients, our employees and our community.  We are proud to be an equal opportunity employer and support diversity of perspectives.


 

www.partnersgroup.com


Nearest Major Market: Denver

Job Segment: Market Research, Compliance, Series 7, Marketing, Legal, Finance