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Balance sheet portfolio manager

Baar (Zug)
Inserat online seit: 31 Juli
Beschreibung

What it's about

Partners Group is looking for a dynamic and team-oriented Balance Sheet Portfolio Manager to work in their Portfolio Management and Global Treasury teams. Reporting to the Global Head of Portfolio Management and the Global Head Treasury & Execution, the person will be responsible for leading Partners Group balance sheet investment strategy, including internal lending book management with the objective to optimize client returns while adhering to liquidity, market and credit risk.

The role will involve working with internal and external stakeholders and require a high degree of analytical, problem-solving and interpersonal skills.

Key responsibilities:

1. Lead the balance sheet investment activities, build and maintain necessary tools for effective steering
2. Drive deployment of balance sheet investment capacity by sourcing investment opportunities across the investment platform to deliver an optimised and stable P&L contribution from the balance sheet portfolio
3. Generate investment ideas and bespoke proposals to optimize balance sheet portfolio asset allocation, ensuring effective use of current and future available liquidity
4. Manage supply and demand of balance sheet investment capacity in close collaboration with Treasury, Portfolio Management, and Investment teams
5. Perform opportunity-cost assessments of ongoing and upcoming corporate strategic initiatives, evaluating their impact on capital allocation and risk-adjusted returns
6. Provide advice to senior management with financial projections and scenario analysis, evaluating capital efficiency, corporate leverage structure, lending strategies and risk-adjusted returns

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What we expect
7. 6 – 12 years relevant work experience
8. Understanding of balance sheet mechanics
9. Experience in optimising processes and build scalable tools to effectively steer balance sheet capacity management and investment strategies
10. Excellent oral and written communication skills in English
11. Strong work ethic with a desire to learn and succeed
12. Attention to detail and ability to work error-free
13. Effective and reliable team player


What we offer

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.

14. Career opportunity in a global, fast-paced and dynamic and client-oriented environment
15. Opportunity to learn the business from some of the world’s leading private market specialists
16. Competitive salary with performance-related compensation model
17. 25 vacation days
18. One-month sabbatical after every five years of service
19. Lunch stipend
20. Fun office and team events, including volunteer opportunities to connect with and help our local communities

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