Content Expert (Private Wealth)

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.

Requirements

- 1-5 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 product content 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.

Qualifications

- Bachelor’s degree in finance, business administration or economics. - Experience in private wealth management or related field. - Proven ability to manage multiple projects simultaneously. - Excellent analytical and problem-solving skills. - Strong organizational and project management skills. - Proficiency in Microsoft Office, particularly Excel and PowerPoint.

Skills

- Strong writing and editing skills. - Excellent communication and interpersonal skills. - Advanced Excel skills for data analysis and presentation creation. - Ability to work effectively in a fast-paced, dynamic environment. - Knowledge of private wealth management and semi-liquid/Evergreen structures.

Benefits

- 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. - 401(k) (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. - Performance-based bonuses and equity as part of the total compensation package.

Pay

Base pay range for this role is $87,000 - $106,000, with additional performance-based bonuses and equity included in the total compensation package.

Schedule

Full-time position.

Contact

For more information, please visit [www.partnersgroup.com](http://www.partnersgroup.com) or contact HR at [hr@partnersgroup.com](mailto:hr@partnersgroup.com).