Investor Services Specialist: Client Queries & Data

Partners Group; Taguig; On-site; PHP 420,000 - 720,000; Full time

Benefits offered by this job

Professional environment

Education assistance

Job summary

Partners Group is seeking an Investor Services Expert to respond to client queries and ensure high-quality communication across private markets. You will handle medium complexity tasks and perform 4-eye checks, collaborating with stakeholders to deliver accurate outputs.

We value an analytical, proactive mindset, strong data skills, and fluent English for effective client interaction. A finance/business degree and MS Office proficiency are essential.

Qualifications

• Bachelor's degree with 4–6 years of relevant finance or business experience.
• Proven ability to manage complex portfolios and meet deadlines.
• Strong analytical mindset; identify patterns and process improvements.
• Excellent numerical skills; comfortable with large datasets and financial models.
• Fluent English; confident written and verbal client communication.
• Proficiency in Microsoft Office.

Responsibilities

• Handle medium complexity tasks and perform 4-eye checks on peers' deliverables.
• Communicate with internal and external stakeholders to resolve inquiries.
• Support process improvements within Investor Services.
• Maintain high data quality and accuracy.

Skills

Analytical thinking

Data analysis

Client communication

Financial modeling

Team player

Entrepreneurial mindset

Education

Bachelor's degree in finance/economics/business

Tools

Microsoft Office

Job description

Partners Group is seeking an Investor Services Expert to respond to client queries and ensure high-quality communication across private markets. You will handle medium complexity tasks and perform 4-eye checks, collaborating with stakeholders to deliver accurate outputs.

We value an analytical, proactive mindset, strong data skills, and fluent English for effective client interaction. A finance/business degree and MS Office proficiency are essential.