19 beste Stellen als client reporting specialist in zürich zh – aktuell auf Personalsuche

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(Senior) Fund Reporting Specialist

Partners Group -
Baar, ZG

Jetzt bewerben

Details zur Stelle

Leistungen

Hauseigenes Fitnesscenter
Sabbatical

Qualifikationen

Microsoft Excel
Englisch
SQL
Bachelor
Kommunikationsfähigkeit
Deutsch

Vollständige Stellenbeschreibung

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(Senior) Fund Reporting Specialist

Location:
Baar, CH

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We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 185 billion in assets under management and around 2,000 professionals across 24 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

What it's about

Join Partners Group’s Client Content Evergreens team at the center of our Evergreens fundraising momentum – shaping the product story and bringing investment insights to life through best-in-class client materials. In this role, you will lead how we position our Evergreens platform across reports, pitch materials, DDQs/RFPs and strategic requests, ensuring content is impactful, consistent, and stakeholder-ready. You will also help modernize our content engine by accelerating the adoption of data, technology and AI-enabled ways of working – supporting scalable, high-quality communication aligned with our long-term, responsible investment mindset.

Key responsibilities:
Shape and execute product content activities for Partners Group’s Evergreens business line, developing and implementing product marketing strategy in close collaboration with Portfolio Management and Client Relationship teams
Oversee and contribute to monthly Evergreen reports, product pitchbooks and teasers, DDQs, and RFP responses
Set and enforce standards for editorial quality and tone, ensuring consistent messaging, quality and compliance across deliverables
Serve as a key point of contact for complex client requests and high-stakes reporting, providing expert guidance and solutions
Drive adoption of new technologies, data tools and AI solutions to improve content creation efficiency and effectiveness
Collaborate cross-functionally to integrate investment insights into client-facing content; define metrics and KPIs to track content impact on fundraising activities
Stay current on private markets trends and the competitive landscape; act as liaison with other content teams to support global consistency
Support internal education initiatives and special projects that drive business growth and enhance Evergreens fundraising efforts
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What we expect

Bachelor’s degree (business, finance, or related field preferred), or equivalent practical experience
Strong understanding of (or clear interest in) private market investments, Evergreens, portfolio management and relevant market trends
Demonstrated experience (4-10 years) in a similar role within financial services; exposure to private markets is strongly preferred
Advanced analytical toolkit (e.g., Excel / SQL) with an ability to translate data into clear client messaging
Demonstrated ability to manage multiple senior stakeholders in a matrix organization, align viewpoints, and drive outcomes
Excellent editorial judgment and communication skills, with the ability to turn complex topics into clear, client-ready narratives
Comfortable leading change and innovation, including leveraging technology and AI to improve quality and throughput
High ownership, attention to detail, and sound prioritization under tight timelines and high workload
Exceptional English and German written and verbal communication skills

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 with performance-based bonuses under competitive compensation along with daily lunch allowance
Global professional environment with international exposure, collaborative culture, and opportunities to learn the business from industry leaders and seasoned professionals
Premium facilities including state-of-the-art building, diverse on-site dining options, and complimentary gym access with fitness classes
Comprehensive career development through challenging opportunities, hands-on training, dedicated mentorship programs, and our PG Academy learning platform for continuous growth
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 [email protected]

Job Segment: Product Marketing, Social Media, Marketing

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Erweiterte Suche

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