Content Expert, Private Wealth & Evergreen Programs

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

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.