Query Management Investment Operations Specialist - Private Markets Operations 80-100%

Job Description
 

LGT Capital Partners is a leading alternative investment specialist with over USD 100 billion in assets under management and more than 700 institutional clients in 44 countries. An international team of over 850 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives, and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the Firm has offices in San Francisco, New York, Dublin, London, Paris, The Hague, Luxembourg, Frankfurt am Main, Vaduz, Bendern, Dubai, Beijing, Hong Kong, Tokyo and Sydney.

Job information

• Responsibility for co-ordinating and sending responses to queries received from internal and external sources, ensuring timely and accurate responses are delivered;

• Supporting the ongoing life-cycle of investments, liaising with General Partners, administrators, external legal counsels, particularly pre-and post-investment (eg requests involving refresh of tax documents, KYC, investment maintenance such as LPA amendments, fund term extensions etc);

• Responsibility for the execution of various legal documents across the wider Private Markets Operations team;

• Co-ordinating with various internal stakeholders (legal, investment, finance) to obtain necessary approvals ahead of signing legal documents;

• Working on and resolving complex KYC requests relating to our investing entities, as well as supporting external Administrators on their KYC requirements;

• Supporting workflow optimization in fund operations;

• Involvement in various ongoing and upcoming projects, taking ownership and responsibility where directly impacting this role.

Requirements

• KV degree;

• Proficient language skills in German and English;

• Excellent MS office skills;

• Strong ability to co-ordinate and prioritise across a wide variety of tasks simultaneously;

• At least 2 years’ experience in a client service / query management role;

• Ability to work to challenging deadlines under pressure while maintaining a high degree of quality;

• Efficient and precise working style, focus on details.

Benefits

• Home Office: after the successful probation period you will meet your colleagues three days in the office and have the option to work two days a week in the home office in Switzerland. Additionally, you get a Home Office allowance;

• We have flexible working hours, and you can structure your working hours according to operational requirements;

• A diverse culture full of mutual respect, teamwork and appreciation awaits you at LGT Capital Partners – we ‘re all working hard but with us you can really generate an impact;

• We empower and invest in you: your professional and personal development is key at our company: therefore, we offer you internal and external trainings aligned with our business needs. If you ‘re interested, you can also intensify your German or English skills;

• We ‘re proud to be owned by the Princely family of Liechtenstein and our successful company is greatly inspired by their entrepreneurial attitude;

• Commitment to ESG: our thinking is characterized through the Princely Family by a long-term perspective. Sustainability is key - we act accordingly in business and private life since 2002.

Contact Information
 

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.

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