About the role

Content Expert supporting fundraising and client engagement for private wealth Evergreen programs. Producing quality client reporting and handling proposals in a global financial institution.

Responsibilities

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.

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.