Investment Product Specialist (m/f/t) – Private Equity / Alternatives

Categories: Research / 28. Januar 2022 / Experience: 3-5 Years / Industry: Asset Management /
  • Permanent
  • Zurich, CH
  • Diese Position wurde vergeben

Job Category : Research

Job Industry  :  Asset Management

Our client offers comprehensive investment management capabilities with strong focus on alternative investments. For its office in the Zurich area, we are currently looking for an Investment Product Specialist (m/f/t) to support its sales and marketing efforts.

The Private Equity Investment ProductSpecialist's primary responsibilities will include the following:
• Collaborate with senior members of the Private Investment team to perform analytical work supporting the management and oversight of the private equity products (performance/IRR, risk, and portfolio analysis, etc.).
• Provide regular investment risk oversight for a set of private equity funds; prepare and review fund documents, including portfolio characteristics, RFPs and marketing materials to be shared externally with clients and prospects.
• Supporting Investment Directors and Business Developers in sales and relationship management activities, including fundraising, responding to ongoing investor requests, assisting with preparation of Annual Meeting materials and quarterly investor letters.
• Creating innovative and insightful presentation content for current and prospective investors to be shared with clients, senior management, Investment Directors, and others within Private Equity Business.
• Participate in meetings with clients, prospects, and consultants to communicate the investment philosophy, strategy, portfolio companies, and performance.

The successful candidate for this position will have strong academic credentials, client relationship skills, demonstrated analytical and writing skills, effective communication skills, a high level of attention to detail, and is likely to have at least 3+ years of experience in a related position.
An understanding of asset management, private markets and a solid knowledge of statistics will also be important.
Prior experience in a related position, advanced academic work (MBA, MS, etc.) and/or CFA are preferred.
Excellent German and English language skills.
While the Investment Product Specialist will work in a team-oriented environment, many projects will be self-directed, often under intense deadline pressures.
Other critical skills include the ability to display sound judgment, juggle multiple priorities, take ownership for work, and resourcefulness.

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