Senior Portfolio Manager (Portfolio Management)

Partners Group

Partners Group

Zug, Switzerland
Posted 6+ months ago

What it's about

The Portfolio Management team works with the largest clients of the firm to design, build, and manage their bespoke solutions through customized separate account portfolios and funds. In doing so, we help to fulfil the dreams and aspirations of our clients' stakeholders. The portfolios that we manage are also the largest and fastest growing parts of Partners Group, and we are in the unique position of working across every asset class and with nearly every other team within the firm; from the investment teams to client solutions and operations, and throughout senior leadership. Portfolio Management is one of the most visible faces of the firm to our clients, and requires the rare combination of quantitative expertise while also communicating effectively and connecting with audiences large and small. We are now looking to add an exceptional Portfolio Manager to our growing practice, based in our Headquarters in Zug, Switzerland or London.

You will be part of the Portfolio Management team and have the following day-to-day responsibilities:

  • Be in on the ground floor of designing and building private markets mandates and semi-liquid programs
  • Help to daily manage USD 18bn in private markets portfolios, including portfolio optimization, investment selection, managing capital calls and distributions, cash management, and risk management
  • Drive new client acquisition through creating bespoke portfolio proposals for prospective investors, focusing on strategic asset allocation, investment returns/risk, and cashflow modelling
  • Delight current clients and grow their relationships with the firm by creating exceptional presentations that tell a story and inform
  • Operate and enhance proprietary private markets systems and models
  • Build reporting and analysis for internal and external stakeholders
  • Problem solve to streamline and automate inefficient processes
  • Model and analyze private markets data to propel new initiatives and investigate new business opportunities

What we expect

  • 8-12 years of professional work experience in private markets, banking, consulting, asset management, or similar with experience in portfolio construction in a multi-asset context
  • Excel modelling skills and a deep grasp of functions and shortcuts to design and deliver in-depth analyses
  • Experience building excel macros and working in R or Python is highly preferred
  • Experience with Bloomberg, Preqin, and Cambridge is a plus
  • Understand a wide variety of investing styles across private markets and the principles of asset allocation and portfolio construction
  • Significant familiarity with PowerPoint to create and deliver clear presentations that tell a powerful story
  • Progression towards or completion of a professional qualification (e.g. CFA, CAIA) desirable but not a requirement
  • Passion for numbers and quantitative analysis
  • Problem solver
  • Strong work ethic with curiosity and a desire to learn and succeed
  • Attention to detail and ability to work error-free
  • Effective and reliable team player
  • Ability to travel approximately 20% of time

What we offer

  • Partners Group is a global financial institution that retains theculture, 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
  • 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
  • Competitive salary with performance-oriented compensation model

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