What it's about
The Portfolio Management business unit is responsible for the strategic steering and portfolio management of the private market investment mandates of Partners Group. The group furthermore supports the acquisition & retention of institutional clients and distribution partners with an emphasis on segregated accounts, semi-liquid private market solutions and new product initiatives.
We are now looking to add a Portfolio & Insurance Investment Manager to our growing practice, based in Zug, Switzerland. You will be part of the Portfolio Management team and have the following responsibilities:
Portfolio Management:
- Portfolio implementation of private markets mandates and semi-liquid programs
- Create bespoke portfolio proposals for existing and new clients, focusing on strategic asset allocation, investment returns/risk and cash flow modelling
- Together with senior portfolio managers and client sales professionals, support with client acquisition and retention
- Point of contact for internal and external stakeholders on portfolio construction, relative value across private markets and efficient use of capital across the firm's program range
- Initiation and implementation of global portfolio management initiatives, contributing to the development of innovative & bespoke private market offerings
Insurance Investment Management:
- Analyze and model life insurance liabilities to inform investment decisions and optimize capital efficiency
- Support the development of investment strategies that align with risk appetite, liability profiles, and regulatory constraints
- Collaborate with investment and finance teams to develop and maintain asset-liability matching (ALM) strategies for life insurance portfolios
- Develop and maintain stochastic models to assess risk exposures and support economic capital and embedded value analysis
- Monitor and report on investment performance, interest rate risk, credit risk, and market risk from an actuarial perspective
- Top academic credentials (MSc/MBA preferred), coursework emphasis on Business Strategy, Finance, Economics, Mathematics, and/or Actuarial Science will be prioritized
- Professional qualification (e.g. CFA, CAIA, FIA, FSA) desirable but not a requirement
- 6-9 years' work experience in private markets/private equity investments, portfolio construction in multi-asset contexts, and/or insurance investment management with liability modeling experience
- Understanding of private market investing styles, portfolio construction principles, asset-liability matching strategies, and insurance liability modeling
- Experience with stochastic modeling, risk assessment, and regulatory frameworks in insurance contexts
- Strong analytical skills with proficiency in financial modeling and risk management tools
- Strong written and oral communication skills in English with ability to present complex investment and actuarial concepts
- Strong work ethic with a desire to learn and succeed in both portfolio management and insurance investment domains
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:
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