Portfolio & Insurance Investment Manager (m|f|x) Baar

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.

Aufgaben

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

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• Top academic credentials (MSc/MBA preferred), coursework emphasis on Business Strategy, Finance, Economics, Mathematics, and/or Actuarial Science will be prioritized
• Professional qualification (e.g. CFA, CAIA, FIA, FSA) desirable but not a requirement
• 6-9 years' work experience in private markets/private equity investments, portfolio construction in multi-asset contexts, and/or insurance investment management with liability modeling experience
• Understanding of private market investing styles, portfolio construction principles, asset-liability matching strategies, and insurance liability modeling
• Experience with stochastic modeling, risk assessment, and regulatory frameworks in insurance contexts
• Strong analytical skills with proficiency in financial modeling and risk management tools
• Strong written and oral communication skills in English with ability to present complex investment and actuarial concepts
• Strong work ethic with a desire to learn and succeed in both portfolio management and insurance investment domains

Das erwartet Sie

• Top academic credentials (MSc/MBA preferred), coursework emphasis on Business Strategy, Finance, Economics, Mathematics, and/or Actuarial Science will be prioritized
• Professional qualification (e.g. CFA, CAIA, FIA, FSA) desirable but not a requirement
• 6-9 years' work experience in private markets/private equity investments, portfolio construction in multi-asset contexts, and/or insurance investment management with liability modeling experience
• Understanding of private market investing styles, portfolio construction principles, asset-liability matching strategies, and insurance liability modeling
• Experience with stochastic modeling, risk assessment, and regulatory frameworks in insurance contexts
• Strong analytical skills with proficiency in financial modeling and risk management tools
• Strong written and oral communication skills in English with ability to present complex investment and actuarial concepts
• Strong work ethic with a desire to learn and succeed in both portfolio management and insurance investment domains

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Kontakt

Standort

Unternehmer Park, CH-6340 Baar