Content Expert – Private Wealth

Partners Group

. Coordinate and produce content for US Evergreen fund webinars .

Posted 10/8/2026full-timeBroomfield • Colorado • United StatesJunior💰 $87,000 - $106,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in producing and managing content for private wealth investment programs, with a strong focus on client communication, RFP management, and analytical reporting. Proficient in creating compelling presentations and materials that align with market messaging and client needs.

Highest-signal resume keywords

Private Markets UnderstandingRFP ManagementAdvanced Excel SkillsImpeccable Writing SkillsPowerPoint Presentation Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Content ProductionClient ReportingAnalytical SkillsEditingPortfolio Analysis

Soft Skills

Exceptional Communication SkillsInterpersonal SkillsAbility to Work in a Matrix OrganizationTime ManagementAttention to Detail

Tools & Technologies

PowerPointExcel

Industry Keywords

Financial IndustryPrivate Wealth InvestmentEvergreen StructuresMarket MessagingClient Inquiries

About the role

Key responsibilities & impact

Coordinate and produce content for US Evergreen fund webinars
Manage webinar logistics and ensure materials reflect current positioning and market messaging
Analyze portfolio developments and craft commentary for periodic client reporting
Focus reporting on key holdings, realizations, valuation drivers and other material developments
Oversee and respond to client requests relating to assigned private wealth investment programs
Lead end-to-end Requests for Proposals (RFPs) from distribution partners and other stakeholders
Ensure RFP responses are accurate, compelling and delivered on time
Serve as primary point of contact for client inquiries about assigned private wealth investment programs
Partner with growth marketing and sales teams on product offerings, portfolio developments and private wealth market trends
Ensure consistency across client-facing materials
Own ad hoc projects supporting the team's broader growth and development

Requirements

What you’ll need

1-5 years of relevant experience in a similar role in the financial industry
Editing experience is an advantage
Degree in finance, business administration or economics
Understanding of private markets and semi-liquid/Evergreen structures
Ability to produce consistent product content across editorial, PowerPoint and multimedia formats
Impeccable writing skills and flawless command of written English
Exceptional verbal and written communication and interpersonal skills
Advanced Excel skills for analytics related to client requests and product performance calculations
Ability to produce convincing and visually appealing PowerPoint presentations
Ability to work within a matrix organization with numerous stakeholders and a global team across several offices
Ability to handle high workload while delivering error-free content

Benefits

Comp & perks

Professional, international, and high-performing work-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 13 holidays annually
One-month sabbatical after every five years of service
Company paid life and disability insurance
Education assistance program
Lunch stipend
Domestic and international events, including offsites and volunteer opportunities
Performance-based bonus
Equity