Private Markets Middle Office Manager
Infos sur l'emploi
- Date de publication :19 février 2025
- Taux d'activité :100%
- Type de contrat :Durée indéterminée
- Langue :allemand (Courant), anglais (Courant), français (Intermédiaire)
- Lieu de travail :Zollikerstrasse 181, 8034 Zürich
Rothschild & Co
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth.
With a team of 4,200 talented financial services specialists on the ground in 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track-record of outstanding execution in financial services.
Rothschild & Co Wealth Management
For over 200 years, Rothschild’s freedom to offer objective advice and our commitment to personal service have combined to shape and grow our private clients’ wealth, building value for generations. Our dynamic growth and ambitious targets in relation to quality, innovation and reliability have created a need for the above mentioned role.
Overview of Role
You will be part of the Private Markets Middle Office team in the Wealth Management division at Rothschild & Co in Zurich. In this role, you will provide lifecycle management services of private market funds in Switzerland including the review and completion of legal documents, operational set-up, post-sale activities and portfolio explanations to client advisers. You will be interacting with a variety of internal teams and external stakeholders (general partners, legal counsel, management companies, depositaries, financial market regulators, etc.).
Responsibilities
- Responsible for the daily lifecycle management tasks of private market funds that the bank offers, i.e., capital call and distribution transactions, valuations and reporting
- Completion and execution of private market deal closing activities through our nominee set up with internal and external stakeholders
- Completion of transfer requests along with the coordination of associated AML/KYC requirements
- Tracking of deal-closing documents and management of workflows under tight deadlines
- Support client advisers on the post-sale side
- Management of different processes to ensure data completeness and accuracy
- Active contribution to the implementation of private market optimization projects and activities
- Keeping track of industry developments
Education and Qualifications
- University degree in accounting, business administration or finance
Experience, Skills and Competencies Required
- 3 to 5 years of experience in banking operations with a strong focus on private markets
- Detail oriented, well organised and energetic person
- Self-starter and proactive individual with an entrepreneurial mindset
- Ability to effectively communicate with internal and external parties
- Fluent in English – other languages (German/French) are beneficial
- Experience in a private market firm is beneficial
Benefits
- Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
- We are conducive to creating a working environment and culture where people can succeed
- We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses
- Everyone can choose to incorporate agile working principles into their working week
- We have learned a great deal about the adaptability, commitment and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home.
If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV and Cover Letter through our recruitment tool.
