Partners Group

Private Wealth Onboarding and Lifecycle Product Manager

Partners Group • $99K — $124K *
West Bloomfield, MI 48322In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • University degree in business administration, finance or economics preferred
  • 2-3 years in finance, banking, wealth management, or asset management; private wealth experience is a plus
  • Knowledge of private equity or private markets asset classes preferred
  • Familiarity with innovative fund structures and their operational setup desirable
  • Excellent organizational skills and ability to meet tight deadlines
  • Analytical mindset with strong detail orientation
  • Effective communication skills and proficiency in Word, Excel, PowerPoint
  • Team player with a proactive attitude and willingness to learn

Responsibilities

  • Own the lifecycle and maintenance of assigned funds
  • Launch funds and restructurings collaboratively with various teams
  • Lead team and business unit-related projects
  • Understand private markets and fund structures for efficient operations
  • Collaborate with leaders to address operational challenges
  • Engage with stakeholders to assess satisfaction and resolve issues
  • Research fund topics and convey findings to colleagues
  • Liaise with clients to ascertain their operational needs and implement solutions

Benefits

  • Professional and high-performing international work environment
  • Challenging career opportunities in a growing company
  • Collaborative team culture with mentorship
  • Comprehensive benefits including medical, dental, and vision
  • 401k options with company match
  • Generous vacation and holiday leave
  • One-month sabbatical after five years
  • Company paid life and disability insurance
  • Education assistance program
  • Lunch stipend and access to domestic/international events
  • Long-term performance-based compensation structure
Full Job Description
Responsibilities:

  • Taking full ownership of the lifecycle and ongoing maintenance of assigned funds
  • Ensuring timely and seamless launch of funds and restructurings in close collaboration with sales, structuring, operational teams and external service providers
  • Leading team-relevant projects and contributing to business unit-relevant projects
  • Clear understanding of private markets, fund structures as well as processes, roles, systems and responsibilities across the firm to drive efficient fund operations
  • Collaborates with team leaders across the firm to effectively and efficiently solve operational challenges
  • Proactively interacting with internal and external stakeholders to assess satisfaction, identify issues, and independently implement robust resolution
  • Ability to research various fund-related topics, formulate conclusions, and effectively communicate findings to the broader team and colleagues across the organization
  • Confidently liaising with client counterparts to understand their operational needs, explaining our capabilities and implementing solutions
  • Understand fund offerings in the context of the broader financial landscape and competitive environment


What we expect

  • University degree or equivalent, with emphasis on business administration, finance or economics preferred
  • Minimum of 2-3 years of professional work experience in finance, banking, wealth management, asset management or similar; Experience within the private wealth channel is a plus
  • Knowledge of the financial services industry with experience in private equity, private credit, or another private markets asset class is a plus
  • Knowledge of design, implementation and the operational set-up of innovative fund and investment structures is a plus
  • Excellent organizational skills, demonstrating the ability to work independently within tight deadlines
  • Analytical, detail-oriented, and able to pull together ideas to make a convincing argument
  • Willingness to learn various processes and procedures involving several tools, databases, and reporting systems; ability to adapt to periodic changes and improvements related to such processes
  • Ability to communicate effectively is essential, proficiency in Word, Excel and PowerPoint is expected
  • Self-motivated and proactive individual with a desire to learn and succeed
  • Excellent English skills, additional languages are a plus
  • Effective and reliable team player
  • Please note this is NOT a technology role


What we offer

Our offerings include:
  • Professional, international, and high-performing work-environment
  • Challenging, rewarding career within a growing company
  • Collaborative environment, with on-the-job training and mentorship opportunities
  • Competitive benefits and wellness package, including medical, dental and vision coverage
  • 401k (Roth and pre-tax options) with company-match
  • 25 vacation days, and 13 holidays annually
  • One-month sabbatical after every five years of service
  • Company paid life and disability insurance
  • Education assistance program
  • Lunch stipend
  • Domestic and international events, including offsites and volunteer opportunities
  • Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives. Base pay range for this role is $99,000 - $124,000 and a performance-based bonus are additional parts of the total compensation package.


Make an impact on the organization by taking a leading role in the growth of our US business. Our working environment is humble, inclusive and transparent; the structure of the firm is flat.

At Partners Group, we thrive on new ideas for the benefit of our clients, our employees and our communities.

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
Finance & Insurance
Founded
1996
* Ladders Estimates

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