(Senior) Fund Reporting Specialist

Partners Group; Baar; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Lunch allowance

Gym access

Mentorship programs

PG Academy

Sabbatical after 5 years

Zusammenfassung

Partners Group is seeking a content lead for the Client Content Evergreens team in Switzerland. You will shape how we position our Evergreens platform across reports, pitch books, and RFPs, ensuring compelling, compliant client materials.

You will lead with data and AI-enabled approaches to accelerate high-quality output and fundraise momentum. The role combines cross-functional collaboration with Portfolio Management and Client Relationship teams, requiring strong editorial judgment and a

Qualifikationen

• Bachelor’s degree in business/finance or equivalent experience.
• Strong grasp of private markets, Evergreens, and market trends.
• 4–10 years in a financial services role; private markets preferred.
• Advanced analytics using Excel/SQL to craft client messaging.
• Experience managing multiple senior stakeholders in a matrix.
• Excellent editorial judgment and client-ready storytelling.
• Comfort with change, technology and AI to improve quality.
• High ownership, attention to detail, and prioritization under tight timelines.

Aufgaben

• Shape and execute product content activities for Evergreens, collaborating with PM and Client Relationship teams.
• Oversee monthly evergreen reports, pitchbooks, teasers, DDQs, and RFP responses.
• Set standards for editorial quality and tone across deliverables.
• Serve as a point of contact for complex client requests and high-stakes reporting.
• Drive adoption of data tools and AI to improve content creation efficiency.
• Collaborate cross-functionally to integrate investment insights into client content; define metrics.
• Stay current on private markets trends and competitive landscape.
• Support internal education initiatives and special projects driving growth.

Kenntnisse

Editorial judgment

Client messaging

Stakeholder management

Communication skills

English & German

Ausbildung

Bachelor’s degree in business/finance

Tools

Excel

SQL

Jobbeschreibung

What it's about

Join Partners Group’s Client Content Evergreens 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.

Key responsibilities

• 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
• Oversee and contribute to monthly Evergreen reports, product pitchbooks and teasers, DDQs, and RFP responses
• Set and enforce standards for editorial quality and tone, ensuring consistent messaging, quality and compliance across deliverables
• Serve as a key point of contact for complex client requests and high-stakes reporting, providing expert guidance and solutions
• Drive adoption of new technologies, data tools and AI solutions to improve content creation efficiency and effectiveness
• Collaborate cross-functionally to integrate investment insights into client-facing content; define metrics and KPIs to track content impact on fundraising activities
• Stay current on private markets trends and the competitive landscape; act as liaison with other content teams to support global consistency
• Support internal education initiatives and special projects that drive business growth and enhance Evergreens fundraising efforts

What we expect

• Bachelor’s degree (business, finance, or related field preferred), or equivalent practical experience
• Strong understanding of (or clear interest in) private market investments, Evergreens, portfolio management and relevant market trends
• Demonstrated experience (4-10 years) in a similar role within financial services; exposure to private markets is strongly preferred
• Advanced analytical toolkit (e.g., Excel / SQL) with an ability to translate data into clear client messaging
• Demonstrated ability to manage multiple senior stakeholders in a matrix organization, align viewpoints, and drive outcomes
• Excellent editorial judgment and communication skills, with the ability to turn complex topics into clear, client-ready narratives
• Comfortable leading change and innovation, including leveraging technology and AI to improve quality and throughput
• High ownership, attention to detail, and sound prioritization under tight timelines and high workload
• Exceptional English and German written and verbal communication skills

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 offer a fantastic opportunity for you to grow:

• Competitive compensation with 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
• Premium facilities including state-of-the-art building, diverse on-site dining options, and complimentary gym access with fitness classes
• Comprehensive career development through challenging opportunities, hands-on training, dedicated mentorship programs, and our PG Academy learning platform for continuous growth
• Community engagement through office events, team activities, and volunteer opportunities to connect with local communities
• Sabbatical program – one month off after every five years of service to recharge and explore

Partners Group is an equal-opportunity employer committed to cultural diversity.

Contact us: [e-mail]

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