Client Solutions Professional

Client Solutions Professional

Location: New York, US

Partners Group is seeking a 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

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:

• 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 1213 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.