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

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 by our counterparties 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 and provide input to various ongoing projects, particularly in terms of process enhancements and system development.

Requirements

• You have a bachelor’s degree (or equivalent);

• You have at least 7 years’ experience in a similar deadline-driven role in the financial services sector, preferably within asset management and ideally with exposure to AML / KYC policies and procedures;

• You are fluent in English (written and spoken), German skills are beneficial but not essential;

• 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 you 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.

What you can expect

• Hybrid Working Arrangement: following successful completion of probation period you will have the opportunity to work three days in the office and work two days a week from home;

• A diverse culture founded on mutual respect, teamwork and appreciation awaits you at LGT Capital Partners. We go the extra mile to generate impact;

• We are proud to be owned by the Princely Family of Liechtenstein and our company is inspired by its entrepreneurial spirit;

• Commitment to ESG: our approach to business is influenced by the Princely Family’s long-term perspective. Sustainability is key for us and has shaped our actions 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