Senior Financial Reporting Manager

vor 1 Monat


Zug, Zug, Schweiz Partners Group Vollzeit

About the Role


We are seeking an experienced professional to lead our Expense Transparency team at Partners Group. The team is responsible for client and regulatory reporting related to fees and expenses of our products and investment structures, and also provides input for fundraising efforts.



Key Responsibilities

  • Lead and manage the Expense Transparency Reporting team in its day-to-day activities, implementing system, tool, process, and control enhancements, as well as servicing various client requests.
  • Actively manage and effectively collaborate with stakeholders in other key internal teams such as Compliance, Client Solutions, Product Management, Risk Management, Product Reporting, and external partners.
  • Interpret and implement related regulatory requirements, updates, and guidelines such as PRIIPS / MIFID (EU), FIDLEG (CH), SECA (CH), CTI, TCA, DCPT (UK).
  • Manage ongoing and future process, system, and/or control improvement projects, including supporting sub-streams.
  • Manage the compilation and review of underlying financial information obtained from other supporting teams, including external service providers.
  • Manage TER (SECA, Switzerland), PRIIPS/MiFID (EU) annual reviews and other ad-hoc internal and external reporting processes relating to expense transparency and related regulatory topics.
  • Internal and external communication across multiple functions and all levels of seniority.
  • Act as a company-wide subject matter expert on expense transparency and related regulatory topics.
  • Proactive coaching and training of more junior colleagues (as required).


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