13 дней назад
Associate, Global Private Wealth - Investor Relations (Private Markets)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate, Global Private Wealth - Investor Relations (Private Markets): Supporting fundraising and wealth business development across the DACH region, with an accent on investor relations, private markets distribution, client segmentation, and competitor analysis. Focus on managing fundraising pipelines, coordinating due diligence and investor queries, analyzing market opportunities, and supporting the closing of investor capital commitments.
Location: Zurich, Switzerland. Hybrid work arrangement based in the Zurich office, with 18 remote workdays per quarter subject to manager approval.
Company
is a global private markets investment firm serving clients and investing partners for more than forty years.
What you will do
- Support senior salespeople across the DACH wealth fundraising cycle, including pipeline management, client questionnaires, presentations, due diligence meetings, and closing investor commitments.
- Handle investor due diligence requests and coordinate client queries.
- Manage client segmentation and competitor analysis to improve market penetration in Switzerland, Germany, and Austria.
- Conduct market research and track new product launches and structures to improve product positioning.
- Collaborate with Wealth Product Management, Client Services, and firm-wide functions to win and service clients.
- Work entrepreneurially and independently while managing multiple projects and tight deadlines.
Requirements
- At least 3 years of experience in asset management, private markets distribution, fundraising, or product specialist roles focused on wholesale and wealth clients.
- Experience distributing or selling financial products for a large asset manager or platform, preferably with knowledge of private markets.
- Understanding of private banks, asset managers, fund distribution platforms, multi-family offices, and independent financial advisors in the DACH region.
- Fluent English required; German and/or French language skills are advantageous.
- Bachelor’s degree in finance, accounting, economics, or a related field with a strong academic record.
- Strong analytical, quantitative, communication, interpersonal, organizational, and collaboration skills.
Nice to have
- Master’s degree.
- CFA or CAIA qualification.
- German and/or French language skills.
Culture & Benefits
- Hybrid work with 18 remote workdays available per quarter, subject to manager approval.
- Collaborative, open-door environment focused on inclusion, mutual respect, and diversity.
- Entrepreneurial culture with opportunities to build strengths and develop new skills.
- Equal opportunity employer.
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