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Senior Product and Reporting Specialist - Client Content Evergreens(m/w/x)
Developing monthly Evergreen reports and product pitchbooks for institutional investors. 5+ years in financial services with private markets exposure required. Performance bonuses, daily lunch allowance, global professional environment.
Requirements
- Bachelor’s degree in business, finance, or related field, or equivalent practical experience
- Strong understanding or interest in private market investments, Evergreens, portfolio management, and market trends
- 5+ years of experience in a similar role within financial services; exposure to private markets preferred
- Advanced analytical toolkit (e.g., Excel / SQL) with ability to translate data into client messaging
- Ability to manage multiple senior stakeholders, align viewpoints, and drive outcomes
- Excellent editorial judgment and communication skills, ability to turn complex topics into client-ready narratives
- Comfortable leading change and innovation, leveraging technology and AI
- High ownership, attention to detail, and sound prioritization under tight timelines and high workload
- Exceptional English and German written and verbal communication skills
Tasks
- Shape and execute product content activities
- Develop and implement product marketing strategy
- Collaborate with Portfolio Management and Client Relationship teams
- Oversee monthly Evergreen reports and product pitchbooks
- Contribute to DDQs and RFP responses
- Set and enforce editorial quality and tone standards
- Ensure consistent messaging and compliance
- Serve as key point of contact for complex client requests
- Provide expert guidance and solutions for high-stakes reporting
- Drive adoption of new technologies and data tools
- Improve content creation efficiency and effectiveness
- Collaborate cross-functionally to integrate investment insights
- Define metrics and KPIs to track content impact
- Stay current on private markets trends
- Act as liaison with other content teams
- Support global consistency in content
- Support internal education initiatives
- Drive business growth and enhance fundraising efforts
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- English – Native
- German – Native
Tools & Technologies
- Excel
- SQL
- AI
Benefits
Bonuses & Incentives
- Performance-based bonuses
Free or Subsidized Food
- Daily lunch allowance
- Diverse on-site dining
Informal Culture
- Global professional environment
- Collaborative culture
Learning & Development
- Opportunities to learn business from leaders
- Hands-on training
- PG Academy learning platform
Modern Office
- State-of-the-art building
Healthcare & Fitness
- Complimentary gym access
- Fitness classes
Career Advancement
- Career development
Diverse Work
- Challenging opportunities
Mentorship & Coaching
- Dedicated mentorship programs
Social Impact
- Community engagement
- Volunteer opportunities
Team Events
- Office events
- Team activities
Workation & Sabbatical
- Sabbatical program (one month after five years)
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Senior Product and Reporting Specialist - Client Content Evergreens(m/w/x)
Developing monthly Evergreen reports and product pitchbooks for institutional investors. 5+ years in financial services with private markets exposure required. Performance bonuses, daily lunch allowance, global professional environment.
Requirements
- Bachelor’s degree in business, finance, or related field, or equivalent practical experience
- Strong understanding or interest in private market investments, Evergreens, portfolio management, and market trends
- 5+ years of experience in a similar role within financial services; exposure to private markets preferred
- Advanced analytical toolkit (e.g., Excel / SQL) with ability to translate data into client messaging
- Ability to manage multiple senior stakeholders, align viewpoints, and drive outcomes
- Excellent editorial judgment and communication skills, ability to turn complex topics into client-ready narratives
- Comfortable leading change and innovation, leveraging technology and AI
- High ownership, attention to detail, and sound prioritization under tight timelines and high workload
- Exceptional English and German written and verbal communication skills
Tasks
- Shape and execute product content activities
- Develop and implement product marketing strategy
- Collaborate with Portfolio Management and Client Relationship teams
- Oversee monthly Evergreen reports and product pitchbooks
- Contribute to DDQs and RFP responses
- Set and enforce editorial quality and tone standards
- Ensure consistent messaging and compliance
- Serve as key point of contact for complex client requests
- Provide expert guidance and solutions for high-stakes reporting
- Drive adoption of new technologies and data tools
- Improve content creation efficiency and effectiveness
- Collaborate cross-functionally to integrate investment insights
- Define metrics and KPIs to track content impact
- Stay current on private markets trends
- Act as liaison with other content teams
- Support global consistency in content
- Support internal education initiatives
- Drive business growth and enhance fundraising efforts
Work Experience
- 5 years
Education
- Bachelor's degree
Languages
- English – Native
- German – Native
Tools & Technologies
- Excel
- SQL
- AI
Benefits
Bonuses & Incentives
- Performance-based bonuses
Free or Subsidized Food
- Daily lunch allowance
- Diverse on-site dining
Informal Culture
- Global professional environment
- Collaborative culture
Learning & Development
- Opportunities to learn business from leaders
- Hands-on training
- PG Academy learning platform
Modern Office
- State-of-the-art building
Healthcare & Fitness
- Complimentary gym access
- Fitness classes
Career Advancement
- Career development
Diverse Work
- Challenging opportunities
Mentorship & Coaching
- Dedicated mentorship programs
Social Impact
- Community engagement
- Volunteer opportunities
Team Events
- Office events
- Team activities
Workation & Sabbatical
- Sabbatical program (one month after five years)
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Partners Group AG
Industry
FinancialServices
Description
The company is one of the largest global private markets investment managers, serving over 800 institutional investors worldwide.
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