Private Markets Evergreen Solutions Specialist (Dutch)

LGT Capital Partners Ltd.; Bauma; Hybrid; CHF 120,000 - 170,000; Full time

Benefits offered by this job

Home office allowance

Flexible hours

Work-from-home options

Job summary

We are seeking a highly motivated Product & Client Solutions Specialist to join LGT Capital Partners AG in Pfäffikon SZ, Switzerland. The role focuses on evergreen private markets funds, supporting fundraising with high-quality materials, analyses, and client interactions.

You will create compelling product materials and collaborate with internal stakeholders across investment management, structuring, and compliance.

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 roles.
• Strong experience in preparing compelling presentations and other materials for clients.
• High attention to detail and accuracy; detailed experience with MS Office applications, particularly Powerpoint and Excel.

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; evaluate portfolio-and investment-level data and translate it into insightful client-focused analyses;
• Contributing to the development of product strategies and drive 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.

Skills

English writing

Project management

Client communications

Education

Master's degree in business/economics/finance

Tools

PowerPoint

Excel

Job description

We are seeking a highly motivated Product & Client Solutions Specialist to join LGT Capital Partners AG in Pfäffikon SZ, Switzerland. The role focuses on evergreen private markets funds, supporting fundraising with high-quality materials, analyses, and client interactions.

You will create compelling product materials and collaborate with internal stakeholders across investment management, structuring, and compliance.