Content Expert (Private Wealth)
Partnersgroup · partnersgroup.com
BroomfieldSenior1–5 yrs
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The job in short
Private wealth content writing.
MarketingLogistics
Details
- Found
- 8 d ago · posted 2026-10-16
- Location as listed
- Broomfield, MI, US
- Role
- Content / Copywriter
- Source
- The company’s own careers site
Full description
What it's about
The Evergreen Reporting & Services team is seeking a Content Expert based in Denver to support fundraising and client engagement across our private wealth Evergreen programs. This role is central to how we communicate our investment story — from producing high-quality client reporting, responding to requests for proposals to organizing investor-facing webinars.
Key activities:
• Coordinate and produce content for US Evergreen fund webinars, managing logistics and ensuring materials reflect current positioning and market messaging.
• Analyze portfolio developments to craft clear, insightful commentary for periodic client reporting, with a focus on key holdings, meaningful realizations, valuation drivers, and other material developments. Oversee and respond to client requests relating to assigned private wealth focused investment programs.
• Lead end-to-end management of Requests for Proposals (RFPs) from distribution partners and other stakeholders evaluating our private wealth Evergreen programs, ensuring responses are accurate, compelling, and delivered on time.
• Serve as a primary point of contact for client inquiries related to assigned private wealth investment programs, providing timely and well-informed responses.
• Partner closely with Partners Group's growth marketing and sales teams to stay current on product offerings, portfolio developments, and private wealth market trends, and to ensure consistency across client-facing materials.
• Take ownership of ad hoc projects that support the broader growth and development of the team.
What we expect
• 1-5 years of relevant experience and demonstrated success in a similar role in the financial industry; editing experience is an advantage.
• Strong academic credentials with a degree in finance, business administration or economics.
• A demonstrable understanding of private markets and semi-liquid/Evergreen structures, along with the ability and drive to produce consistent product content across various mediums (e.g. editorial, PowerPoint and multimedia).
• Impeccable writing skills and a flawless command of written English. Exceptional verbal and written communication and interpersonal skills.
• Advanced Excel skills to conduct analytics related to client requests and product performance calculations, and the ability to produce convincing and visually appealing presentations in PowerPoint.
• Ability to work within a matrix organization that includes numerous stakeholders and a global team that is spread out across several offices.
• Passionate, highly motivated team player with a proven ability to handle high workload while delivering error-free content.
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