Senior Reporting & RfP Specialist Evergreens

Partners Group; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a talented Product Marketing Specialist to join their dynamic team in London. This role involves overseeing client reporting and RfPs, collaborating with Product Marketing Leaders, and driving innovation within the reporting processes. The ideal candidate will have a strong background in finance, exceptional communication skills, and a passion for delivering high-quality results. With a commitment to professional growth, the firm offers a collaborative environment, mentorship opportunities, and unique benefits like a sabbatical after five years. If you are motivated, eager to innovate, and ready to make an impact, this opportunity is for you.

Benefits

Professional working environment

Challenging career opportunities

On-the-job training

One-month sabbatical after five years

Education assistance program

Team events and volunteer opportunities

Qualifications

• 5+ years in financial/asset management with experience in reporting content.
• Strong understanding of investment product performance and portfolio developments.

Responsibilities

• Ownership of reporting and RfPs for evergreen products.
• Educating junior Content Experts in the content production process.
• Managing stakeholder relationships in the reporting process.

Skills

Verbal and written communication skills

Understanding of public and private investment markets

Leadership skills

Ability to handle high workload

Innovation and problem-solving

Education

Advanced business or finance degree (e.g. MBA)

Job description

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What it's about

Our Product Marketing team works on the whole spectrum of editorial content such as such as pitchbooks, due diligence questionnaires (DDQ), request for proposal (RFP) responses and client reports.

In this dynamic landscape, we're seeking an exceptional specialist to join our team. We would be very pleased to receive your application for this position available across our global offices in Zug, London, Munich, and Singapore.

• Taking ownership of the periodic reporting and RfPs for a suite of our evergreen (including listed) products, writing and editing content for RfPs and evergreen reports, ensuring timely publication and ultimately owning these client deliverables
• Working closely with Product Marketing Leaders across our asset classes, leveraging thematic content for our evergreen RfPs and reports
• Guiding and educating (more junior) Content Experts in the content production process
• Coordinating and signing-off of translations of English reports into other languages
• Driving automation and standardization of partially manual and customized reporting processes by leveraging technology
• Managing a broad stakeholder base of key stakeholders in the reporting process, successfully building bridges between investments, clients, portfolio management and operations

What we expect

• Top academic credentials and advanced business or finance degree (e.g. MBA)
• 5+ years of experience in the financial/asset management industry with prior responsibility both as a producer and reviewer of reporting content, such as client reporting and/or RfPs
• A strong understanding of public and/or private investment markets, and the ability to accurately summarize investment product performance and portfolio developments
• Exceptional verbal and written communication skills, both in English (mandatory) and other European languages such as German (preferred)
• Previous experience in a leadership role is desired but not strictly required
• Passionate, highly motivated, able to connect the dots, with a proven ability to handle high workload while delivering zero default
• Eagerness and capability to drive innovation, both when ideas are self-originated and when they stem from other parts of the organization.
• Willingness to work in the office at least four days per week to become fully entrenched into the Partners Group organization

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:

• Professional, international working environment
• Challenging, rewarding career within a growing company
• Collaborative environment, with on-the-job training and mentorship opportunities
• One-month sabbatical after every five years of service
• Education assistance program
• Fun office and team events, including volunteer opportunities to connect with and help our local communities

www.partnersgroup.com

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