(Senior) Fund Reporting Specialist

What it's about

Join Partners Group’s Client Content Evergreens team at the center of our Evergreens fundraising momentum – shaping the product story and bringing investment insights to life through best-in-class client materials. In this role, you will lead how we position our Evergreens platform across reports, pitch materials, DDQs/RFPs and strategic requests, ensuring content is impactful, consistent, and stakeholder-ready. You will also help modernize our content engine by accelerating the adoption of data, technology and AI-enabled ways of working – supporting scalable, high-quality communication aligned with our long-term, responsible investment mindset. 

  

Key responsibilities:

• Shape and execute product content activities for Partners Group’s Evergreens business line, developing and implementing product marketing strategy in close collaboration with Portfolio Management and Client Relationship teams 
• Oversee and contribute to monthly Evergreen reports, product pitchbooks and teasers, DDQs, and RFP responses 
• Set and enforce standards for editorial quality and tone, ensuring consistent messaging, quality and compliance across deliverables 
• Serve as a key point of contact for complex client requests and high-stakes reporting, providing expert guidance and solutions 
• Drive adoption of new technologies, data tools and AI solutions to improve content creation efficiency and effectiveness 
• Collaborate cross-functionally to integrate investment insights into client-facing content; define metrics and KPIs to track content impact on fundraising activities 
• Stay current on private markets trends and the competitive landscape; act as liaison with other content teams to support global consistency 
• Support internal education initiatives and special projects that drive business growth and enhance Evergreens fundraising efforts 

.newspaper { h1 { font-size: 250%; font-family: Arial, Helvetica, sans-serif; } h2 { font-size: 200%; } p { font-size: 100%; } What we expect

• Bachelor’s degree (business, finance, or related field preferred), or equivalent practical experience 
• Strong understanding of (or clear interest in) private market investments, Evergreens, portfolio management and relevant market trends 
• Demonstrated experience (4-10 years) in a similar role within financial services; exposure to private markets is strongly preferred 
• Advanced analytical toolkit (e.g., Excel / SQL) with an ability to translate data into clear client messaging 
• Demonstrated ability to manage multiple senior stakeholders in a matrix organization, align viewpoints, and drive outcomes 
• Excellent editorial judgment and communication skills, with the ability to turn complex topics into clear, client-ready narratives 
• Comfortable leading change and innovation, including leveraging technology and AI to improve quality and throughput 
• High ownership, attention to detail, and sound prioritization under tight timelines and high workload 
• Exceptional English and German written and verbal communication skills

 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:

• Competitive compensation with performance-based bonuses under competitive compensation along with daily lunch allowance
• Global professional environment with international exposure, collaborative culture, and opportunities to learn the business from industry leaders and seasoned professionals
• Premium facilities including state-of-the-art building, diverse on-site dining options, and complimentary gym access with fitness classes
• Comprehensive career development through challenging opportunities, hands-on training, dedicated mentorship programs, and our PG Academy learning platform for continuous growth
• Community engagement through office events, team activities, and volunteer opportunities to connect with local communities
• Sabbatical program - one month off after every five years of service to recharge and explore

 

www.partnersgroup.com