Transaction Operations Specialist – Private Markets Operations

  • Post Date: January 30, 2022
  • Applications 0
  • Views 405
Job Overview

Working with our Investment and Legal teams to ensure that transactions on behalf of LGT entities into externally and internally managed Private Equity funds are executed in a timely and accurate manner;

Ensuring that all necessary operational processes for each transaction are handled within the timeframes required and in line with the relevant procedures;

Ensuring strong communication and co-ordination with various internal and external stakeholders;

Preparation and completion of transaction documents (subscription documents, transfer agreements, other legal transactional documents), in an increasingly time-pressured and complex environment;

Compilation of and provision of KYC documents in relation to both transactions and ad-hoc KYC requests;

Coordinating and resolving internal and external queries and executing various types of ad-hoc legal documentation;

Supporting the team in various ongoing projects, particularly in terms of process enhancements and system development.

At least 3 years’ experience in a similar role in the financial industry with focus on transactions and first touchpoints with KYC, preferably within asset management; know-how of legal topics is a plus;

Keen interest in investment operations;

High level of initiative and attention to detail, with a clear focus on client service;

Ability to work independently as well as part of a team, taking ownership and responsibility for various tasks;

Efficient, accurate, organized, flexible and reliable working style, with a strong ability to work under pressure in a cyclical job and prioritize effectively;

Excellent verbal and written English language skills, German is an advantage.

Job Detail
  • Offerd Salary120,000 CHF
  • Career LevelOthers
  • Experience4 Years
  • GenderBoth
  • INDUSTRYBanking
  • QualificationMaster’s Degree
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