Product & Client Solutions Specialist (Evergreens)

LGT Capital Partners Ltd.; Bauma; Hybrid; CHF 120.000 - 170.000; Vollzeit

Benefits dieser Stelle

Home office allowance

Flexible hours

Work-from-home options

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

English writing

Project management

Client communications

Ausbildung

Master's degree in business/economics/finance

Tools

PowerPoint

Excel

Jobbeschreibung

Job Description

The Product and Client Solutions (PACS) team acts as a key linkage between the private markets investment management teams and relationship managers in driving LGT CP’s fundraises and customized client solutions. The role’s responsibilities include defining go‑to‑market strategies, supporting fundraising with high‑quality materials and in‑depth analyses, and collaborating closely with key internal stakeholders.

We are seeking a highly motivated, ideally Dutch speaking, professional to join our team at our office in Pfäffikon SZ, near Zurich in Switzerland, predominantly focusing on private markets semi-liquid (evergreen) funds.

As a Product & Client Solutions Specialist, you will act as the product expert and contribute to the successful fundraising, positioning, and lifecycle management of our private markets evergreen strategies. You will create compelling product materials, deliver insightful analyses, and support product development and client interactions, while ensuring consistent communication across internal and external stakeholders.

Your primary responsibilities as a Product & Client Solutions Specialist include:

• 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.

Requirements

• 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;
• Strong project management skills 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.

What you can expect

• We provide modern working conditions , including work‑from‑home options, flexible hours and a home office allowance to ensure staff members have a work environment equipped with the latest technology;
• 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 empower and invest in you : your professional development and personal growth are our priority. We offer various internal and external training opportunities that are aligned with your ambitions and our business needs. If you are interested, you can also enhance your German or English language skills;
• 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;
• You benefit from favorable terms and conditions if you wish to participate in LGT Capital Partners’ investment programs or to use LGT banking products and services.

Contact Information

Cassandra Fritschi

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact:

[phone]