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.
Anne Marie Mac Cormack
Human Resources
LGT Capital Partners (Ireland) Ltd.
Contact:
+353 1 264 8656
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What We Do
CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.
