Investment Operations Specialist - Transaction Management, Private Markets Operations 100%

LGT Capital Partners AG

LGT Capital Partners AG

Key information

Job Description

Our Investment Operations team is growing and we're looking for an Investment Operations Specialist, who is highly motivated, detail focused and with a strong team spirit. We work in a very dynamic and collaborative environment, liaising closely with our Legal, Tax and Investment teams as well as external counterparties, ensuring an efficient and high quality processing of investments.

Responsibilities

  • You will work together with our Investment and Legal teams to ensure that transactions on behalf of LGT entities into externally and internally managed funds are executed in a timely and accurate manner, covering various transaction types across the Private Equity, Real Estate, Credit, and Infrastructure businesses;

  • You will ensure that all necessary operational processes for each transaction are handled within the timeframes required and in line with internal procedures;

  • You will ensure strong, professional communication and co-ordination with various internal and external stakeholders;

  • You will prepare and complete transaction documents (subscription documents, transfer agreements, other legal transactional documents), in an increasingly time-pressured and complex environment;

  • You will compile and provide KYC documents in relation to ongoing transactions and ad-hoc KYC requests, working to ensure our entities are onboarded in a timely manner;

  • You will coordinate and resolve internal and external queries and execute various types of ad-hoc legal documentation;

  • You will support the team in various ongoing projects, particularly in terms of process enhancements and system development.

Requirements

  • You have a KV degree (or equivalent);

  • You have at least 3 years' experience in a similar role in the financial industry, preferably within asset management;

  • You are fluent in English (written and spoken), German skills are beneficial;

  • You have a high level of initiative and attention to detail, with a clear focus on client service;

  • You work well as part of a team, supporting fellow team members, and also have a strong ability to work independently, taking ownership and responsibility for various tasks;

  • You are efficient, accurate, organized, flexible and have a reliable working style, with a strong ability to work under pressure and prioritize effectively;

  • You adapt and learn quickly in a changing environment;

  • You have an open, clear and professional communication style, with an ability to effectively manage internal and external stakeholders.

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.

Alexandra Hohermuth

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact:

+41 58 261 86 62

Contact

  • LGT Capital Partners AG