Private Markets Specialist

Rothschild & Co; Zürich; On-site; CHF 180,000 - 260,000; Full time

Benefits offered by this job

Healthcare benefits

In-house trainings

Flexible work up to 40% home-based

Agile working principles

Job summary

Rothschild & Co in Zürich seeks a Private Markets Specialist to join the Private Markets Group within Wealth Management in Switzerland. You will promote discretionary mandates, Five Arrows strategies and selective third-party opportunities, while serving as the commercial and technical expert for Private Markets solutions.

Based in Zürich, you will partner with Client Advisors, deliver trainings and market updates, and prepare investor communications.

Qualifications

• 8 years of relevant experience in private markets
• Strong knowledge of private equity, private debt, infrastructure and real estate
• Fund structures, portfolio construction and cash flow dynamics
• Private Market portfolio management experience would be a plus
• Demonstrated fundraising, business development or sales experience

Responsibilities

• Support the growth and distribution of the Bank’s Private Markets offering across Switzerland.
• Promote Private Markets discretionary mandates, advisory solutions, Five Arrows strategies and selected third-party opportunities.
• Partner with Client Advisors in client and prospect meetings.
• Deliver training and market updates to Client Advisors.
• Prepare presentations, marketing materials and investor communications.
• Organise Private Markets events, roadshows and client seminars.
• Provide reporting on fundraising, sales activity and market developments.
• Support portfolio management team.

Skills

Communication

Presentation

Relationship mgmt

Fluent German

Fluent English

French language

PowerPoint

Microsoft Office

Education

Finance degree

Tools

PowerPoint

Microsoft Office

Job description

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world’s financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

We are currently looking for a Private Markets Specialist to join the Private Markets Group of our Wealth Management business in Switzerland. The successful candidate will support the growth of our Private Markets platform by promoting and distributing discretionary mandates, advisory solutions, in-house strategies (Five Arrows) and selected third-party opportunities.

The job holder will be based in Zürich. The key objective of the role will be to drive the adoption and growth of Rothschild & Co’s Private Markets offering in Switzerland by acting as the commercial and technical specialist for both Private Markets discretionary mandates and Five Arrows investment solutions.

Responsibilities

• Support the growth and distribution of the Bank’s Private Markets offering across Switzerland.
• Promote Private Markets discretionary mandates, advisory solutions, Five Arrows strategies and selected third-party opportunities.
• Partner with Client Advisors in client and prospect meetings.
• Deliver training and market updates to Client Advisors.
• Prepare presentations, marketing materials and investor communications.
• Organise Private Markets events, roadshows and client seminars.
• Provide reporting on fundraising, sales activity and market developments.
• Support portfolio management team.

Education and Qualifications

• University degree in Finance, Economics, Business Administration or related discipline.
• CFA, CAIA or equivalent qualifications are advantageous.
• Strong PowerPoint and Microsoft Office skills.

Experience, Skills and Competencies Required

• 8 years of relevant experience in private markets in a bank, family office or asset manager.
• Strong knowledge of private equity, private debt, infrastructure and real estate.
• Demonstrated fundraising, business development or sales experience.
• Strong understanding of fund structures, portfolio construction and cash flow dynamics.
• Private Market portfolio management experience would be a plus
• Fluent German and English ; Swiss German is an advantage. French is a strong plus.
• Strong communication, presentation and relationship management skills.

Benefits

• Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing.
• We are conducive to creating a working environment and culture where people can succeed.
• We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses.
• Everyone can choose to incorporate agile working principles into their working week. We believe there are opportunities for all of us to enhance our working lives and outcomes by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home.