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