What it's about
A Platform Operations Expert professional is a mid-level role responsible for executing a defined service catalog. One must ensure high-quality performance and adherence to standard operating procedures.
- Lead operational execution and team development by managing administration workflows, owning defined task catalogues, and providing guidance, training, and constructive feedback to team members while ensuring continuous high-quality delivery.
- Can handle a high volume of work e.g. transactions that require many investment documents to be processed within a short timeframe.
- Drive process innovation and operational excellence by identifying and implementing improvements across fund operations, clients and products, and investment execution processes, constructively challenging internal controls, and taking leadership roles in team projects and business unit initiatives.
- Demonstrate advanced subject matter expertise with good understanding of fund structures, AML/KYC frameworks, private markets, and product structures while serving as a role model for service quality and building specialized knowledge in product and investment documentation.
- Manage stakeholder relationships and escalated issues through service-oriented communication with internal and external stakeholders, maintaining effective cross-team relationships, and developing complete ownership to handle complex operational escalations with minimal supervision.
- Provide oversight and mentorship by managing service inboxes and document execution workflows, supporting team members across broader topics, and preparing engaging, value-adding contributions while building knowledge of Partners Group processes and systems.
- Communicates efficiently in both written and spoken language.
- Oversee knowledge management and continuous improvement by managing team documentation repositories.
What we expect
- Bachelor’s degree required; strong academic background preferred
- 3-6 years of experience in financial services, investment management, or sales/marketing
- Excellent written, verbal, and presentation skills
- Passion for institutional sales/marketing and financial markets
- Understanding of the institutional sales process and investor decision-making preferred
- Strong organization, time management, and analytical skills
- Proficiency in Microsoft Excel, PowerPoint, and Outlook
- Ability to work collaboratively in a fast-paced, team-oriented environment
- Detail-oriented, proactive, and able to manage multiple priorities
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 top talent by offering a workplace where results are recognized and rewarded. Our offerings include:
- Professional, international working environment
- Challenging, rewarding career within a growing company
- Collaborative culture with mentorship and on-the-job training
- Competitive benefits and wellness package, including medical, dental, and vision coverage
- 401(k) with company match (Roth and pre-tax options)
- 25 vacation days and 12–13 holidays annually
- One-month sabbatical after every five years of service
- Education assistance program
- Company-paid life and disability insurance
- Lunch stipend
- Fun office and team events, including volunteer opportunities in the community
- Performance-based bonus structure aligned with the firm's long-term compensation philosophy
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 $99,000– $149,000 and a performance-based bonus and equity are additional parts of the total compensation package.
Make an impact on the organization by taking a leading role in the growth of our US business. Our working environment is humble, inclusive and transparent; the structure of the firm is flat. At Partners Group, we thrive on new ideas for the benefit of our clients, our employees and our communities. We are proud to be an equal opportunity employer and support diversity of perspectives.
www.partnersgroup.com
Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at hr@partnersgroup.com
