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Our Investment Operations team is rapidly growing and we’re now looking for an Investment Operations Specialist, who is highly motivated, detail oriented, focused and with a strong team spirit. We work closely with our Group’s Legal, Tax and Investment teams, as well as external counterparties, ensuring an efficient and high quality processing of investments.

• You will work together with our Investment and Legal teams to ensure that transactions on behalf of Group 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;
• 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 KV degree or equivalent;
• You have a minimum of at least 5 years’ experience in a similar role in the financial industry, preferably within asset management, with a focus on transaction management and KYC/AML;
• You are fluent in English (both 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 are a fast and effective learner, with a keen interest in Private Equity and working in a continuously evolving environment;
• You work well as part of a team, supporting fellow team members, and also have a strong ability to work independently, taking ownership and responsibility for various tasks;
• You are efficient, accurate, organized, flexible and have a reliable working style, with a strong ability to work under pressure, adapt to change and to prioritize effectively;
• You have an open, clear and professional communication style, with an ability to effectively manage internal and external stakeholders.

Location: Nearby Zurich area, Switzerland (Approx. 35 minutes from Zurich HB)

Status: 9 month Fixed-term contract (Full-time)