Investor Services Professional

Partners Group; Philippines; On-site; PHP 800,000 - 1,100,000; Full time

Benefits offered by this job

Professional, international working environment

Challenging, rewarding career

On-the-job training and mentorship

One-month sabbatical after five years

Education assistance program

Fun office and team events

Job summary

A global financial institution is seeking an Investor Services Specialist to ensure timely responses to client queries and maintain high-quality communication. Candidates should have a bachelor's degree and relevant experience, alongside strong English proficiency and a proactive mindset. The role offers a professional, collaborative environment with mentorship and growth opportunities. Additional benefits include educational assistance and one-month sabbatical after five years of service.

Qualifications

• 4-6 years of relevant work experience with a professional qualification.
• Ability to deliver on assigned tasks and responsibilities.

Responsibilities

• Handle medium-complexity tasks and perform checks on deliverables.
• Collaborate with stakeholders and drive team goals.
• Implement improvements to processes within Investor Services.

Skills

Fluent English

Client communication

Proficiency with Microsoft Office

Organizational skills

Attention to detail

Team player

Education

Bachelor's degree in finance/economics/business administration/marketing

Job description

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 Investor Services Team within Partners Group is responsible for the timely and flawless response to our clients’ queries as well as distributing high‑quality client communication. In close collaboration with internal and external stakeholders, the team covers a variety of topics across private markets. As an Investor Services Specialist, your tasks will comprise handling medium‑complexity tasks (ad hoc and recurring) as well as performing 4‑eye checks on deliverables produced by your peers.

What we expect

• A bachelor's degree or 4‑6 years of relevant work experience with professional qualification in the fields of finance, economics, business administration or marketing
• Fluent English as well as experience and confidence in client communication (written and verbal)
• Independently delivers on assigned tasks, duties and responsibilities fulfilling the Investor Services task catalogue within the prescribed timelines and producing the highest quality standards
• Drives team goals and contributes to Business Unit‑relevant goals
• Regularly initiates and implements improvements to processes, tools and outputs within Investor Services
• Collaborates with and has exposure to Cell Leaders within the firm and acts as liaison towards other Business Units on specific topics
• Independently leads discussions with internal and external stakeholders; confidently challenges inputs to ensure robust outcomes
• Proactive with an entrepreneurial and solution‑oriented mindset adept at thriving in dynamic environments
• Proficiency with Microsoft Office applications
• Good organizational skills and attention to detail
• Effective and reliable team player

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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