Manage and complete RfPs from distribution partners and other stakeholders.
Thoroughly analyze portfolio developments and craft the language used for periodic client reporting.
Oversee and respond to client requests relating to assigned private wealth focused investment programs.
Collaborate closely with Partners Group's growth marketing and sales teams to leverage content.
Take responsibility of projects to support the development and growth 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.
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.
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.

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.

Product Specialist – Private Wealth

Key skills