What it's about
Partners Group is seeking an Operations Support Professional to join its Private Wealth Client Solutions team based in Broomfield, CO. In this position, you will be responsible for servicing our existing client relationships by supporting our team's operations efforts, specifically within private wealth. In addition, you will be working closely with the fund administrator to ensure a smooth client experience. The successful candidate must demonstrate effective time and project management skills, be detail and process oriented, and have strong written and interpersonal skills.
Responsibilities:
- Acting as subject matter expert for assigned programs and respond to internal and external requests
- Daily inquiry management, ensuring all requests are responded to timely and accurately
- Addressing client service needs, including product information requests, transaction assistance and distribution of offering documentation
- Assisting clients and financial advisors with operational fund inquiries
- Working closely with clients and fund's administrator to coordinate subscription, redemption and transfer processes
- Preparing standard and ad-hoc product reporting as needed
- Assisting with year-end audit process and quarterly reports to Fund Board of Managers
- Overseeing product compliance including proper documentation of processes and procedures
- Taking responsibility of projects to support the development and growth of the team
- Collaborating with internal teams including product management, structuring, legal and compliance
- Solving complex client issues and maintaining a level of excellent client service
What we expect
- 2-4 years of experience in financial services, transfer agency, operations, fund administration, or related industry
- Superior organizational, written, oral, time management and analytical skills with consistent attention to detail
- BA/BS in finance, business, economics, communications, or a related field
- Ability to communicate effectively as well as advanced Excel and PowerPoint skills
- Project management skills, the ability to work under tight deadlines and setting appropriate priorities while maintaining a high standard
- Superior attention to detail. Ability to pull together ideas to make a convincing argument.
- Entrepreneurial, professional, proactive and motivated personality
- Ability to work collaboratively in a team-oriented environment and be able to handle different constituencies across the firm
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 with a robust benefits package that includes:
- Professional, international working 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 12 holidays annually
- One-month sabbatical after every five years of service
- Company paid life and disability insurance
- Education assistance program
- Lunch stipend
- Fun office and team events, including volunteer opportunities to connect with and help our local communities
- 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 $90,000 - 110,000, and a performance-based bonus and equity are part of the total compensation package
Make an impact on the organization by taking a lead role in the growth of our US business. Our working environment is humble, inclusive and transparent, and 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 community. 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
