Financial Wholesaler

Company:
Partners Group
Location:
New York City, NY
Job Type:
Full Time
Category:
Private Equity/VC
Posted:
2/12/2013

Job Description


To complete our team, we are looking for a candidate to join as a Financial Wholesaler.

In this position your primary responsibility will be to support the growth of Partners Group's business by building and broadening client relationships with wealth managers, registered investment advisers and small institutional investors. Additional responsibilities may include but are not limited to (i) developing and maintaining product-specific marketing materials, (ii) preparing due diligence responses and otherwise supporting fund operations, (iii) coordinating meetings and other client-related functions, and (iv) sourcing potential private market investment opportunities.

For this challenging position we are looking for a person who works well in an entrepreneurial organization and who possesses strong networking, communication and organization skills. A competitive compensation package and significant long-term growth opportunities are available to qualified candidates.

The successful candidate should have the following profile:
  • BA/BS from a top-tier university with a degree in finance, business, economics, or a related field
  • One to three years of experience in wealth management, external/internal wholesaling, institutional financial sales or investment banking
  • Preference for private equity-related experience and/or background
  • Preference for Series 7/63 licensed individuals
  • Superior oral and written communication skills
  • Demonstrated sales and relationship management success
  • Entrepreneurial, self-starter that works well in an unstructured environment
  • Ability to work collaboratively in a team-oriented environment
  • A high level of energy, tenacity, and a willingness to travel extensively

If you want to become part of a very team-oriented, flat, young and dynamic organization where your contribution will be recognized and rewarded, please apply online at www.partnersgroup.com/careers or http://internet1.refline.ch/187963/0480/++publications++/1/index.html .

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