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(Senior) Fund Reporting Specialist (Baar, CH) @ Partners Group AG

Baar, CHOnsiteFull-time
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About this role

<p><span style="font-size:12.0pt"><span style="font-family:Arial, Helvetica, sans-serif"><strong>What it&apos;s about</strong></span></span></p><p> </p> <p><span style="font-family:arial, helvetica, sans-serif">Join Partners Group’s <strong>Client Content Evergreens</strong> 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. </span></p> <p><span style="font-family:arial, helvetica, sans-serif"><strong> </strong> </span></p> <p><span style="font-family:arial, helvetica, sans-serif">Key responsibilities:</span></p> <p> </p> <ul> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">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 </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Oversee and contribute to monthly Evergreen reports, product pitchbooks and teasers, DDQs, and RFP responses </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Set and enforce standards for editorial quality and tone, ensuring consistent messaging, quality and compliance across deliverables </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Serve as a key point of contact for complex client requests and high-stakes reporting, providing expert guidance and solutions </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Drive adoption of new technologies, data tools and AI solutions to improve content creation efficiency and effectiveness </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Collaborate cross-functionally to integrate investment insights into client-facing content; define metrics and KPIs to track content impact on fundraising activities </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Stay current on private markets trends and the competitive landscape; act as liaison with other content teams to support global consistency </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Support internal education initiatives and special projects that drive business growth and enhance Evergreens fundraising efforts </span></li> </ul><style type="text/css"> .newspaper { h1 { font-size: 250%; font-family: Arial, Helvetica, sans-serif; } h2 { font-size: 200%; } p { font-size: 100%; } </style> <div class="newspaper"> </div> <div class="newspaper"><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:12.0pt"><strong>What we expect</strong></span><br><p style="font-family:arial, helvetica, sans-serif"> </p> <ul> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Bachelor’s degree (business, finance, or related field preferred), or equivalent practical experience </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Strong understanding of (or clear interest in) private market investments, Evergreens, portfolio management and relevant market trends </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Demonstrated experience (5+ years) in a similar role within financial services; exposure to private markets is strongly preferred </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Advanced analytical toolkit (e.g., Excel / SQL) with an ability to translate data into clear client messaging </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Demonstrated ability to manage multiple senior stakeholders in a matrix organization, align viewpoints, and drive outcomes </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Excellent editorial judgment and communication skills, with the ability to turn complex topics into clear, client-ready narratives </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Comfortable leading change and innovation, including leveraging technology and AI to improve quality and throughput </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">High ownership, attention to detail, and sound prioritization under tight timelines and high workload </span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Exceptional English and German written and verbal communication skills</span></li> </ul></span></div> <div class="newspaper"> </div> <div class="newspaper"><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:12.0pt"><strong>What we offer</strong></span></span></div> <div class="newspaper"><span style="font-family:Arial, Helvetica, sans-serif"><p> </p> <p><span style="font-family:arial, helvetica, sans-serif">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:</span></p> <p> </p> <ul style="list-style-type:disc"> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Competitive compensation with performance-based bonuses under competitive compensation along with daily lunch allowance</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Global professional environment with international exposure, collaborative culture, and opportunities to learn the business from industry leaders and seasoned professionals</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Premium facilities including state-of-the-art building, diverse on-site dining options, and complimentary gym access with fitness classes</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Comprehensive career development through challenging opportunities, hands-on training, dedicated mentorship programs, and our PG Academy learning platform for continuous growth</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Community engagement through office events, team activities, and volunteer opportunities to connect with local communities</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Sabbatical program - one month off after every five years of service to recharge and explore</span></li> </ul></span><br> </div> <p style="text-align:justify"><span style="font-family:Arial, Helvetica, sans-serif;font-size:12.0pt">www.partnersgroup.com</span></p> <p> </p> <p> </p> <hr> <p><span style="font-family:Arial, Helvetica, sans-serif;font-size:12.0pt">Please be aware, fraudsters may pose as Partners Group recruiters. All g<span style="color:#000000">enuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at </span><a href="mailto:[email protected]?subject=HELP%20FRAUDULENT%20ACTIVITY"><span style="color:#000000">[email protected]</span></a></span></p> <p style="text-align:justify"> </p> <p> </p> <p> </p>

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