Senior Reporting & RfP Specialist Evergreens

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

Job summary

An established industry player is seeking a talented specialist to join their Product Marketing team in London. This role involves taking charge of periodic reporting and RfPs for a suite of products, ensuring timely publication and high-quality content. The ideal candidate will have a strong background in financial reporting and a passion for innovation. With opportunities for growth and a supportive environment, this position is perfect for those eager to make a meaningful impact in a dynamic international setting.

Benefits

Professional international environment

Opportunities for growth

On-the-job training

Mentorship

One-month sabbatical after five years

Education assistance

Engaging team events

Volunteer opportunities

Qualifications

• 5+ years in financial/asset management with reporting content.
• Strong understanding of public/private investment markets.
• Leadership experience is a plus.

Responsibilities

• Ownership of periodic reporting and RfPs for products.
• Writing and editing content for RfPs and reports.
• Managing stakeholder relationships across various teams.

Skills

Verbal and written communication skills

Financial reporting

Stakeholder management

Leadership

Innovation driving

Education

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

Job description

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Location:

London, GB; Baar, CH

We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 152 billion in assets under management and more than 1800 professionals across 21 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

What it's about

Our Product Marketing team works on the entire spectrum of editorial content 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 welcome applications for positions available across our global offices in Zug, London, Munich, and Singapore.

This role involves 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 owning these client deliverables.

You will work 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 translations of English reports into other languages, and driving automation and standardization of reporting processes by leveraging technology.

You will also manage a broad stakeholder base, building bridges between investments, clients, portfolio management, and operations.

What we expect

• Top academic credentials and an advanced business or finance degree (e.g., MBA)
• 5+ years of experience in the financial/asset management industry, with responsibility for reporting content such as client reports and RfPs
• A strong understanding of public and/or private investment markets, with the ability to summarize investment performance and developments
• Exceptional verbal and written communication skills in English (mandatory) and other European languages such as German (preferred)
• Previous leadership experience is desirable but not required
• A passionate, motivated individual capable of handling high workloads and delivering error-free work
• Eagerness to drive innovation within the organization
• Willingness to work in the office at least four days a week

What we offer

Partners Group offers a professional, international environment with opportunities for growth, including mentorship, a one-month sabbatical after five years, education assistance, and engaging team events. We are committed to attracting and developing top talent and offer a workplace where results are recognized and rewarded.

For more information, visit www.partnersgroup.com.

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