Content Expert (Private Wealth)

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.

Requirements

• 1-5 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.

Preferred

• Editing experience is an advantage.

Benefits

• Professional, international, and high-performing work-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 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.