Portfolio Analyst, Portfolio Management
London, GB
What it's about
The Portfolio Management business unit is responsible for the strategic steering and portfolio management of the private market bespoke solutions of Partners Group. The group furthermore supports the acquisition & retention of institutional clients and distribution partners with an emphasis on segregated accounts, open-ended ("evergreen") private market solutions and new product initiatives.
We are now looking to add a Portfolio Analyst to our market-leading and growing USD 48bn evergreen practice, based in London. You will be part of the Portfolio Management team and have the following day-to-day responsibilities:
- Support in the ongoing portfolio management of evergreen products, including liquidity management, investment level steering, performance and asset allocation
- Work closely with our investment teams to optimize new investment allocations and manage and monitor existing positions
- Support in creating bespoke portfolio solutions for existing and new clients, focusing on strategic asset allocation, investment returns/risk and cash flow modelling
- Operation and enhancement of proprietary private markets systems and models
- Modelling and analysis of private markets data
- Reporting and analysis for internal and external stakeholders
- Support in creating presentations for new and existing clients
- University degree, with strong academic background in a quantitative field, e.g. Finance, Economics, Mathematics or similar
- 2-4 years of professional work experience in asset management, banking, consulting or similar
- Progression towards or completion of a professional qualification (e.g. CFA, CAIA) desirable but not a requirement
- Proficiency in Microsoft PowerPoint and Excel (knowledge of Python/SQL is a plus)
- Passion for numbers and quantitative analysis
- Excellent oral and written communication skills in English
- Strong work ethic with a desire to learn and succeed
- Attention to detail and ability to work error-free
- Effective and reliable team player
What we offer
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.
- Learn the business from some of the world’s leading private markets and evergreen experts
- Fast-paced entrepreneurial and international working environment with the possibility and expectation to create significant impact from day one
- Challenging, rewarding career within a growing company
- Collaborative environment, with on-the-job training and mentorship opportunities
- Competitive compensation package, including performance based annual incentives
- 25 vacation days
- One-month sabbatical after every five years of service
- Lunch stipend
- Fun office and team events, including volunteer opportunities to connect with and help our local communities
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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