Content Expert (Private Wealth)

Partners Group; Broomfield (CO); On-site; USD 87,000 - 106,000; Full time

Benefits offered by this job

401k with company match

25 vacation days

Collaborative work environment

Health benefits package

Performance-based bonus

Job summary

A global financial institution in Colorado seeks a Content Expert to coordinate and produce engaging content for client communications related to private wealth Evergreen programs. The ideal candidate will have at least 3 years of relevant experience, a degree in finance or a related field, and exceptional communication skills. This role promotes a collaborative environment with comprehensive benefits including competitive pay, vacation days, and a retirement plan. Join us in delivering top-tier content that drives client engagement.

Qualifications

• Minimum 3 years of relevant experience in the financial industry.
• Strong academic credentials required.
• Impeccable writing skills and command of written English.

Responsibilities

• Produce content for US Evergreen fund webinars.
• Craft insightful commentary for client reporting.
• Lead management of Requests for Proposals (RFPs).
• Respond to client inquiries regarding investment programs.

Skills

Financial analysis

Content production

Excellent written and verbal communication

Advanced Excel skills

Team collaboration

Education

Degree in finance, business administration or economics

Tools

PowerPoint

Job description

What it's about

The Evergreen Reporting & Services team is seeking a Content Expert based in Denver to support fundraising and client engagement across our private wealth Evergreen programs. This role is central to how we communicate our investment story — from producing high-quality client reporting, responding to requests for proposals to organizing investor-facing webinars.

Key activities

• Coordinate and produce content for US Evergreen fund webinars, managing logistics and ensuring materials reflect current positioning and market messaging.
• Analyze portfolio developments to craft clear, insightful commentary for periodic client reporting, with a focus on key holdings, meaningful realizations, valuation drivers, and other material developments. Oversee and respond to client requests relating to assigned private wealth focused investment programs.
• Lead end-to-end management of Requests for Proposals (RFPs) from distribution partners and other stakeholders evaluating our private wealth Evergreen programs, ensuring responses are accurate, compelling, and delivered on time.
• Serve as a primary point of contact for client inquiries related to assigned private wealth investment programs, providing timely and well-informed responses.
• Partner closely with Partners Group\'s growth marketing and sales teams to stay current on product offerings, portfolio developments, and private wealth market trends, and to ensure consistency across client-facing materials.
• Take ownership of ad hoc projects that support the broader growth and development of the team.

What we expect

• Minimum 3 years of relevant experience and demonstrated success in a similar role in the financial industry; editing experience is an advantage.
• Strong academic credentials with a degree in finance, business administration or economics.
• A demonstrable understanding of private markets and semi-liquid/Evergreen structures, along with the ability and drive to produce consistent productcontent across various mediums (e.g. editorial, PowerPoint and multimedia).
• Impeccable writing skills and a flawless command of written English. Exceptional verbal and written communication and interpersonal skills.
• Advanced Excel skills to conduct analytics related to client requests and product performance calculations, and the ability to produce convincing and visually appealing presentations in PowerPoint.
• Ability to work within a matrix organization that includes numerous stakeholders and a global team that is spread out across several offices.
• Passionate, highly motivated team player with a proven ability to handle high workload while delivering error-free content.

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. Our offerings include:

• Professional, international, and high-performing work-environment.
• Challenging, rewarding career within a growing company.
• Collaborative environment, with on-the-job training and mentorship opportunities.
• Competitive benefits and wellness package, including medical, dental and vision coverage.
• 401k (Roth and pre-tax options) with company-match.
• 25 vacation days, and 13 holidays annually.
• One-month sabbatical after every five years of service.
• Company paid life and disability insurance Education assistance program.
• Lunch stipend.
• Domestic and international events, including offsites and volunteer opportunities.
• Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives. Base pay range for this role is $87,000 - $106,000 and a performance-based bonus and equity are additional parts of the total compensation package.

www.partnersgroup.com

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