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Client Solutions Professional
Location:
New York, US
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We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 185 billion in assets under management and around 2,000 professionals across 24 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.
What it's about
Partners Group is seeking an Client Solutions Professional to join the Client Solutions team in New York. In this role, you will support and help drive institutional fundraising efforts across defined territories by partnering closely with senior client-facing professionals. You will focus on timely follow-up, preparing high-quality presentations and marketing materials, coordinating fund campaign efforts, and deepening relationships with existing institutional clients and prospects.
You will also maintain client data and communication records, collaborate with internal investment teams to gather the latest investment insights, and help position Partners Group’s strategies effectively with institutional investors. The role requires strong organization, analytical capability, and professional written and interpersonal communication skills. An ability to understand the institutional investor landscape and support the growth of our U.S. institutional business is preferred.
Responsibilities
Support and help drive the efforts of senior institutional sales professionals across assigned territories
Execute timely preparation and follow-up for client and prospect meetings using approved marketing collateral
Demonstrate strong organizational, time management, and analytical skills with consistent attention to detail
Assist in managing and coordinating institutional fund campaign efforts
Collaborate closely with several teams to deliver up-to-date investment and product information to clients and prospects
Maintain accurate client information and update the CRM and communication databases
Provide thorough and reliable project support with strong follow-through across multiple workstreams
Contribute to the broader institutional sales goals by helping identify investor needs and positioning Partners Group solutions effectively
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What we expect
Bachelor’s degree required; strong academic background preferred
1-3 years of experience in financial services, investment management, or sales/marketing
Excellent written, verbal, and presentation skills
Ability to work collaboratively in a fast-paced, team-oriented environment
Detail-oriented, proactive, and able to manage multiple priorities
Strong organization, time management, and analytical skills
Passion for institutional sales/marketing and financial markets
Understanding of the institutional sales process and investor decision-making preferred
Proficiency in Microsoft Excel, PowerPoint, and Outlook
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 $105,000– $115,000 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
[email protected]
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