Portfolio Associate - Zug, Switzerland or London, UK
Portfolio Associate - Zug, Switzerland or London, UK

Portfolio Associate - Zug, Switzerland or London, UK

London Full-Time 60000 - 80000 ÂŁ / year (est.) No home office possible
Partners Group

At a Glance

  • Tasks: Join our team to manage and optimise private market investment portfolios.
  • Company: Global leader in private markets investment management with a dynamic start-up culture.
  • Benefits: Competitive pay, performance bonuses, daily lunch allowance, and gym access.
  • Other info: Enjoy a collaborative environment with excellent career development opportunities.
  • Why this job: Make an impact in portfolio management while learning from industry leaders.
  • Qualifications: Top academic credentials and 3-6 years in finance or asset management.

The predicted salary is between 60000 - 80000 ÂŁ per year.

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

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.

Your responsibilities include:

  • 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
  • Support client acquisition and retention with senior portfolio managers and client sales professionals
  • Implement initiatives on programs and mandates to optimize performance with senior portfolio managers
  • 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
  • Initiate and implement global portfolio management initiatives, contributing to the development of innovative and bespoke private market offerings
  • Conduct various tasks related to portfolio management, implementation and monitoring of portfolios, market research and internal requests

What we expect

  • 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 of professional 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 and in‑depth knowledge of principles of portfolio construction
  • Understanding of private‑market fund structures and the 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

  • Competitive compensation, including performance‑based bonuses, and 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 programmes and the 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 programme - one month off after every five years of service to recharge and explore

Portfolio Associate - Zug, Switzerland or London, UK employer: Partners Group

At Partners Group, we pride ourselves on being a leading global private markets investment manager that fosters a dynamic and inclusive work environment. Our London and Zug offices offer competitive compensation, comprehensive career development opportunities, and a collaborative culture where your contributions are valued and recognised. With access to premium facilities and a commitment to community engagement, we provide a meaningful workplace for professionals eager to grow in the finance sector.
Partners Group

Contact Detail:

Partners Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Associate - Zug, Switzerland or London, UK

✨Network Like a Pro

Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at Partners Group. A friendly chat can sometimes lead to opportunities that aren’t even advertised.

✨Show Off Your Skills

When you get the chance to meet potential employers or during interviews, make sure to highlight your experience in portfolio management and asset allocation. Use specific examples from your past work to demonstrate how you can add value to their team.

✨Prepare for the Interview

Do your homework on Partners Group and the role of Portfolio Associate. Understand their investment strategies and be ready to discuss how your background aligns with their goals. Practising common interview questions can also help you feel more confident.

✨Apply Through Our Website

Don’t forget to apply directly through the Partners Group website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the team.

We think you need these skills to ace Portfolio Associate - Zug, Switzerland or London, UK

Portfolio Management
Strategic Asset Allocation
Investment Returns/Risk Analysis
Cash Flow Modelling
Client Acquisition and Retention
Performance Optimisation
Market Research
Quantitative Modelling
Understanding of Private Market Fund Structures
Strong Written Communication Skills
Strong Oral Communication Skills
Work Ethic
Desire to Learn
Professional Qualifications (e.g., CFA, CAIA)
Experience in Private Markets

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Portfolio Associate role. Highlight relevant experience in private markets, asset management, or real estate. We want to see how your skills align with what we’re looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a great fit. Don’t forget to mention why you’re excited about joining us at Partners Group.

Showcase Your Skills: We love seeing strong written communication skills! Make sure your application is clear, concise, and free of errors. This is your opportunity to demonstrate your attention to detail and professionalism.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the info you need about the role and our company culture there!

How to prepare for a job interview at Partners Group

✨Know Your Portfolio Inside Out

Before the interview, make sure you thoroughly understand your own portfolio and any relevant projects you've worked on. Be ready to discuss how your experience aligns with the responsibilities of a Portfolio Associate, especially in areas like strategic asset allocation and performance optimisation.

✨Brush Up on Market Trends

Stay updated on current trends in private markets, particularly in real estate and other asset classes. Being able to discuss recent developments or case studies will show your passion for the industry and your ability to contribute to the team’s initiatives.

✨Prepare Thoughtful Questions

Interviews are a two-way street, so prepare insightful questions about the company’s portfolio management strategies and future initiatives. This not only demonstrates your interest but also helps you gauge if the company is the right fit for you.

✨Showcase Your Communication Skills

As a Portfolio Associate, strong communication skills are key. Practice articulating your thoughts clearly and concisely. During the interview, aim to convey complex ideas simply, as you’ll need to do this with clients and stakeholders in the role.

Portfolio Associate - Zug, Switzerland or London, UK
Partners Group
Location: London

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>