LatAm Client Relationship Support Professional at Partners Group

LatAm Client Relationship Support Professional

Business Department: Client Solutions
Broomfield, US
Partners Group is a global private markets investment manager, serving over 1,000 institutional investors. We have USD 127 billion in assets under management and more than 1,600 professionals across 20 offices worldwide. We realize potential in private markets by financing and developing great companies, desirable real estate and essential infrastructure. We create value in our investments through active and long-term responsible ownership.

What it's about

Partners Group was among the first global private market investment managers to work with institutional clients in Latin America starting more than a decade ago. Since then, Partners Group has developed a market leading position with many of the largest pension funds, insurance companies, family offices and private banks across Latin America.
This position will join the ambitious and dynamic Client Solutions Latin America team based in Colorado. The main functions of this position are expected to include:
  • Support client-facing sales professionals by helping to prepare for client meetings (logistics, presentations), roadshows and Partners Group client events
  • Assist with preparing information for client due diligence questionnaires, client portfolio updates, and ad-hoc client requests
  • Manage and maintain Partners Group's CRM software tool to organize client and prospective clients' information
  • Assist with client due diligence (KYC) information-gathering for new and existing clients
  • Engage in additional projects such as identifying new potential clients, analyzing regulatory issues in Latin America for potential changes affecting private markets and/or analyzing clients' overall portfolios to customize potential solutions
  • Less than 10% of time expected to be required for travel

What we expect
  • Bachelor's degree and strong academic background
  • 1-3 years of work experience (preferably in financial services and/or sales/marketing experience)
  • Excellent written, verbal and presentation skills with fluent Spanish language skills
  • Excellent organization, project management and multitasking skills
  • Self-drive to find ways to improve the team's efficiency and effectiveness with clients
  • Passion for working with institutional clients in a professional way
  • Reliable, positive attitude and team player
  • Ability to form relationships throughout the firm in order to best access information for client purposes

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:
  • 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 $70,000 - 100,000 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.
Nearest Major Market: Denver
Job Segment: Law, Equity, Legal, Finance

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