Portfolio Associate (Portfolio Management) at Partners Group AG

Baar, Zug, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

02 Aug, 26

Salary

0.0

Posted On

04 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio management, Asset allocation, Cash flow modelling, Investment returns, Risk management, Private markets, Real estate, Financial analysis, Strategic steering, Client acquisition, Portfolio construction, Quantitative models, Market research, Communication skills, Business strategy, Capital efficiency

Industry

Financial Services

Description

What it's about The Portfolio Management business unit is responsible for the strategic steering and portfolio management of the private market investment programs of Partners Group. We are looking for a Portfolio Associate to our growing practice, based in either Zug or London. You will be part of the Flagship Portfolio Management team with initial focus on closed-ended programs and mandates in real estate with added exposure to other asset classes and strategies over time, where you will have the following responsibilities: Portfolio implementation of flagship programs and mandates Create bespoke portfolio proposals for existing and new clients, focusing on strategic asset allocation, investment returns/risk and cash flow modelling Together with senior portfolio managers and client sales professionals, support with client acquisition and retention Together with senior portfolio managers, implement initiatives on programs and mandates to optimize performance Point of contact for internal and external stakeholders on portfolio construction, relative value across private markets and efficient use of capital across the firm's program range Initiation and implementation of global portfolio management initiatives, contributing to the development of innovative & bespoke private market offerings Conduct various tasks related to portfolio management, implementation and monitoring of portfolios, market research and internal requests .newspaper { h1 { font-size: 250%; font-family: Arial, Helvetica, sans-serif; } h2 { font-size: 200%; } p { font-size: 100%; } What we expect For this unique opportunity, we need a person who works well in a global organization and is a self-starter with strong interpersonal, communication and execution skills. Successful candidates should have the following profile: Top academic credentials (MSc/MBA preferred), coursework emphasis on Business Strategy, Finance, Real Estate, Economics and Mathematics will be prioritized Professional qualification (e.g. CFA, CAIA) desirable but not a requirement 3-6 years' professional work experience in private markets, asset management, banking, consulting or similar (prior experience with private real estate / equity / infrastructure is an advantage) Understanding of a wide variety of investing styles across private markets, in depth knowledge of principles of portfolio construction Understanding of private market fund structures and ability to implement them in quantitative models Strong written and oral communication skills Strong work ethic with a desire to learn and succeed Proficiency in English is required 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 offer a fantastic opportunity for you to grow: Competitive compensation, including performance-based bonuses, along with a daily lunch allowance Global professional environment with international exposure, collaborative culture, and opportunities to learn the business from industry leaders and seasoned professionals Comprehensive career development through challenging opportunities, hands-on training, dedicated mentorship programs, and our PG Academy learning platform for continuous growth Premium facilities including a state-of-the-art building, diverse on-site dining options, and complimentary gym access with fitness classes Community engagement through office events, team activities, and volunteer opportunities to connect with local communities Sabbatical program — one month off after every five years of service to recharge and explore www.partnersgroup.com Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at hr@partnersgroup.com

Responsibilities

The Portfolio Associate will implement flagship investment programs and mandates, focusing on strategic asset allocation and cash flow modelling. They will also act as a key point of contact for stakeholders regarding portfolio construction and performance optimization.