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Client Marketing and Operations Support Professional

Business Department:  Client Solutions
Location: 

New York, US

Partners Group is a global private markets investment manager, serving over 1,000 institutional investors. We have USD 127 billion in assets under management and more than 1,600 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

Partners Group is seeking a Client Marketing and Operations Support Professional to join its Client Solutions team based in New York. In this position, you will be responsible for servicing our existing client relationships by supporting our team across operations and marketing efforts, specifically within private wealth. The successful candidate must demonstrate effective time and project management skills, be detail and process oriented, and have strong written and interpersonal skills.

 

Responsibilities:

 

  • Addressing client service needs, including product information requests and distribution of offering documentation
  • Preparing standard and ad-hoc product reporting
  • Assisting with year-end audit process and quarterly reports to Fund Board of Managers
  • Updating existing and creating new marketing materials including pitch book and white papers as needed, in close collaboration with compliance and investment professionals
  • Providing compelling qualitative and quantitative reporting to investors through regular publications and general sales support material
  • Composing focused investment commentary
  • Conducting market research on competitor products and offerings
  • Overseeing product compliance including proper documentation of processes and procedures
  • Taking responsibility of projects to support the development and growth of the team
  • Act as subject matter expert for assigned programs and respond to internal and external client requests
  • Demonstrate strong organizational, time management and analytical skills with consistent attention to detail

 

What we expect
  • 1-3 years of experience in financial services, transfer agency, operations, fund administration, sales/marketing or related industry
  • BA/BS in finance, business, economics, communications, or a related field
  • Ability to communicate effectively as well as advanced Excel and PowerPoint skills
  • Project management skills, the ability to work under tight deadlines and setting appropriate priorities while maintaining a high standard
  • Superior organizational, written and oral communication skills and attention to detail. Ability to pull together ideas to make a convincing argument.
  • 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 provide:

  • Professional, international working environment
  • Challenging, rewarding career within a growing company
  • Collaborative environment, with on-the-job training and mentorship opportunities
  • 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
  • Education assistance program
  • Lunch stipend
  • Fun office and team events, including volunteer opportunities to connect with and help our local communities
  • Company paid life and disability insurance
  • Competitive benefits and wellness package, including medical, dental and vision coverage
  • Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives.  We offer Base pay as well as a significant performance-based bonus.

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


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