Balance Sheet Portfolio Manager (m|f|x) Baar

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.

Tasks

• Lead the balance sheet investment activities, build and maintain necessary tools for effective steering
• 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
• Generate investment ideas and bespoke proposals to optimize balance sheet portfolio asset allocation, ensuring effective use of current and future available liquidity
• Manage supply and demand of balance sheet investment capacity in close collaboration with Treasury, Portfolio Management, and Investment teams
• Perform opportunity-cost assessments of ongoing and upcoming corporate strategic initiatives, evaluating their impact on capital allocation and risk-adjusted returns
• Provide advice to senior management with financial projections and scenario analysis, evaluating capital efficiency, corporate leverage structure, lending strategies and risk-adjusted returns

Profile / Your qualification / Your personality

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

Contact

Anna Kokocińska

Human Resources Generalist

Gina Alibotova

Senior Talent Acquisition Specialist

Location

Unternehmer-Park 3, AT-6340 Baar