Investment Operations Specialist – Transaction Management

Job Description
 

Our Investment Operations team is growing and we’re looking for an Investment Operations Specialist, who is highly motivated, detail focused and with a strong team spirit. We work in a very dynamic and collaborative environment, liaising closely with our Legal, Tax and Investment teams as well as external counterparties, ensuring an efficient and high quality processing of investments.

Responsibilities

• You will work together with our Investment and Legal teams to ensure that transactions on behalf of LGT entities into externally and internally managed funds are executed in a timely and accurate manner, covering various transaction types across the Private Equity, Real Estate, Credit, and Infrastructure businesses;
• You will ensure that all necessary operational processes for each transaction are handled within the timeframes required and in line with internal procedures;
• You will ensure strong, professional communication and co-ordination with various internal and external stakeholders;
• You will prepare and complete transaction documents (subscription documents, transfer agreements, other legal transactional documents), in an increasingly time-pressured and complex environment;
• You will compile and provide KYC documents in relation to ongoing transactions and ad-hoc KYC requests, working to ensure our entities are onboarded in a timely manner;
• You will coordinate and resolve internal and external queries and execute various types of ad-hoc legal documentation;
• You will support the team in various ongoing projects, particularly in terms of process enhancements and system development.

Requirements

• You have a batchelor’s degree (or equivalent);
• You have at least 3 years’ experience in a similar role in the financial industry, preferably within asset management;
• You are fluent in English (written and spoken), German skills are beneficial;
• You have a high level of initiative and attention to detail, with a clear focus on client service;
• You work well as part of a team, supporting fellow team members, and also have a strong ability to work independently, taking ownership and
• You are efficient, accurate, organized, flexible and have a reliable working style, with a strong ability to work under pressure and prioritize effectively;

Contact Information
 

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.

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