Dutch-Speaking Evergreen Funds Solutions Specialist

LGT Capital Partners AG, Pfaeffikon

Freienbach

Hybrid

CHF 90,000 - 120,000

Full time

2 days ago

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Benefits offered by this job

Home office allowance

Work-from-home options

Flexible hours

Training opportunities

Job summary

LGT Capital Partners AG, Pfäffikon SZ, is seeking a Product & Client Solutions Specialist to support fundraising and client communications for private markets evergreen funds. You will develop presentations, conduct analyses, and collaborate with investment management, control, structuring, and compliance teams.

The role emphasizes strong content creation, market monitoring, and cross-functional collaboration with an international team.

Qualifications

Master degree in business, economics, finance, or similar subject.
2–3 years of experience in private markets, consulting, strategy, investment banking, or product management.
Strong experience in preparing compelling presentations and materials for clients.
High attention to detail and accuracy.
MS Office, particularly PowerPoint and Excel.
Strong project management and the ability to manage multiple priorities in a fast-paced environment.
Excellent English writing and communication skills.
Dutch proficiency is an advantage.
Self-starter personality, highly motivated with an international mindset.

Responsibilities

Acting as specialist for private markets strategies, with a focus on evergreen products.
Supporting ongoing fundraising initiatives by creating engaging content and developing high-quality product presentations, factsheets, due diligence questionnaires and other marketing materials.
Responding to ad-hoc requests from clients, prospect clients and relationship managers.
Preparing detailed analyses of the fund, examining the portfolio, underlying investments, performance drivers and investor base.
Conducting ongoing market monitoring of private markets evergreen funds, including market research, competitive landscape reviews and quantitative analysis.
Converting portfolio data into clear, client-friendly summaries and presentations.
Evaluating portfolio- and investment-level data and translating it into insightful client-focused analyses.
Contributing to the development of product strategies and driving product enhancements and improvements over the product lifecycle.
Working closely with investment management, investment controlling, structuring, communications and compliance teams to ensure data accuracy and consistent communication across all deliverables.