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 culture.
- Benefits: Competitive pay, performance bonuses, lunch allowance, and gym access.
- Other info: Enjoy career growth, mentorship, and community engagement opportunities.
- Why this job: Make an impact in finance while learning from industry leaders in a collaborative environment.
- Qualifications: Top academic credentials and 3-6 years in finance or asset management.
The predicted salary is between 60000 - 80000 £ 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
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 professionals at Partners Group. A personal connection can make all the difference when it comes to landing that Portfolio Associate role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in private markets and portfolio management. Use specific examples from your past work to demonstrate how you can add value to their team. We want to see your passion and expertise shine through!
✨Prepare for the Interview
Do your homework before the interview! Understand Partners Group’s investment strategies and recent projects. Prepare thoughtful questions that show you’re genuinely interested in the company and the role. This will help you stand out as a candidate who’s ready to hit the ground running.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Partners Group. Let’s make it happen!
We think you need these skills to ace Portfolio Associate - Zug, Switzerland or London, UK
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’re keen on strong written communication skills, so make sure your application is clear and concise. Use bullet points where necessary to make it easy for us to read through your achievements and experiences.
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role. We can’t wait to hear from you!
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 how it aligns with the role. Be ready to discuss specific examples of your past work in private markets, asset management, or real estate, and how they relate to the responsibilities of a Portfolio Associate.
✨Brush Up on Market Trends
Stay updated on current trends in private markets and real estate. Being able to discuss recent developments or shifts in investment strategies will show your passion for the industry and your proactive approach to learning.
✨Prepare Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the company’s portfolio management strategies, client acquisition processes, or team dynamics. 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 is key. Practice articulating your thoughts clearly and concisely. During the interview, focus on conveying your ideas effectively, whether discussing portfolio construction or market analysis, to leave a lasting impression.