Partners Group

Junior Portfolio Manager

Partners Group$115K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent in accounting or real estate; CFA or CPA is a plus
  • Strong accounting background with an understanding of fair value concepts; Big 4 candidates preferred
  • 3+ years professional experience in financial services or real estate (5+ for Junior Portfolio Manager)
  • Understanding of various investment structures (funds, SPVs, partnerships)
  • Excellent interpersonal skills and a proactive attitude
  • Ability to meet tight deadlines and thrive on complexity
  • Strong communication skills to present to various stakeholders.

Responsibilities

  • Manage real estate investment structures holistically
  • Coordinate with teams to manage capital and financial reporting
  • Prepare and maintain investment valuations
  • Collaborate to ensure quality data and drive performance
  • Manage analytics and reporting for stakeholders
  • Participate in divestment, refinancing, and corporate action processes
  • Conduct financial analysis and develop detailed financial models
  • Execute business plans for investment programs

Benefits

  • Professional international working environment
  • Challenging and rewarding career in a growing company
  • Collaborative environment with mentorship opportunities
  • 401k with company match
  • 25 vacation days and 12 holidays annually
  • One-month sabbatical after five years of service
  • Education assistance program
  • Lunch stipend
  • Team events and volunteer opportunities
  • Company paid life and disability insurance
  • Comprehensive medical, dental, and vision coverage
Full Job Description
As part of our continued growth, Partners Group's Private Real Estate team is seeking a highly motivated professional to support our North American business. This role offers a unique opportunity to work closely with both investment and asset management professionals, gaining exposure to the full real estate investment lifecycle. The successful candidate will play an integral role in evaluating, executing, and managing a portfolio of U.S. real estate investments, while contributing to the broader investment and portfolio management process within a dynamic and collaborative team environment.

Key responsibilities include:
  • Holistic management and ownership of real estate investment structures
  • Coordinate with internal groups and external partners to manage investment capital requirements, liquidity, and financial reporting
  • Prepare and maintain accurate investment valuations of control investments
  • Collaborate with internal teams across the firm and external partners to ensure quality of investment data, including through implementation of technology solutions, to support the oversight of portfolio performance and drive accretive decision making to both enhance returns and/or mitigate risk
  • Manage analytics and reporting for internal and external stakeholders, including business unit leadership, investment committee, current and prospective clients
  • In collaboration with investment/asset management teams, take an active role in divestment, refinancing, and corporate action processes including investment committee submissions
  • Conduct financial analysis, including the creation of detailed pro-forma and Excel based financial models
  • Drive the execution of business plans for Partners Group's programs or portfolio investments


What we expect

  • Bachelor's degree or equivalent in accounting or real estate, a CFA or CPA is a plus
  • Strong accounting background with excellent understanding of fair value concepts (Big 4 candidate is a plus)
  • Minimum of 3 years of professional experience (for Portfolio Analyst level; 5 for Junior Portfolio Manager level) in the financial services or real estate sectors, inclusive of relevant higher education
  • Understanding of investment structures (funds, SPV's, joint ventures, partnerships)
  • Great interpersonal skills, positive and pro-active attitude and an ambitious profile that shows strong commitment to the role
  • The ability to deliver under tight deadlines; the candidate is a self-starter that thrives on complexity and is solution focused
  • Strong and confident communicator to liaise across internal teams and operating partners. Ability to present to investment committee and other stakeholders with conviction.


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 provide:
  • Professional, international working environment
  • Challenging, rewarding career within a growing company
  • Collaborative environment, with on-the-job training and mentorship opportunities
  • 401k (Roth and pre-tax options) with company match
  • 25 vacation days and 12 holidays annually
  • 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
  • Company paid life and disability insurance
  • Competitive benefits and wellness package, including medical, dental and vision coverage


Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives. Base pay target for this role is $115k - $150k and we offer a significant performance-based bonus.

About Partners Group

Partners Group is a global private markets investment management firm. The company manages a range of investment programs for institutional investors, including private equity, private real estate, private infrastructure, private debt, and private insurance solutions. Partners Group was founded in 1996 and is headquartered in Baar, Switzerland. The company has offices in North America, Europe, Asia, and Australia.
Learn more about Partners Group
Size
1,500 employees
Industry
Founded
1996

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