LGT Capital Partners AG

Job Information LGT Capital Partners is a leading alternative investment specialist with over USD 60 billion in assets under management and more than 550 institutional clients in 39 countries. An international team of over 500 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, Dublin, London, Paris, Frankfurt, Vaduz, Dubai, Beijing, Hong Kong, Tokyo and Sydney. The private markets tax operations team needs to expand its tax operations capabilities covering both technical and operational aspects. The position as junior tax operations manager includes the following activities: Assist in the annual tax compliance process regarding tax filings and reporting obligations for fund and other investment entities in jurisdictions world-wide; Assist in coordination of information collection and information provision for the annual U.S. tax filings, including Federal and State income taxes, for our investment vehicles and SPVs in cooperation with external service providers; Assist in the provision of information filings and tax factor reporting to our investors; Provide support in FATCA and CRS ("AEOI") matters; Coordinate external service providers (e.g. administrators, tax advisors); Establish and oversee operational tax procedures and controls; Maintain internal tax data and document retention processes; Monitor changes in international and domestic taxation rules and assess their impact on LGT CP’s products and their investors; Participation in tax projects related to process developments, and implementation of regulatory and/or tax law changes.

Job Information LGT Capital Partners is a leading alternative investment specialist with over USD 60 billion in assets under management and more than 550 institutional clients in 39 countries. An international team of over 500 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, Dublin, London, Paris, Frankfurt, Vaduz, Dubai, Beijing, Hong Kong, Tokyo and Sydney. Working in the private markets operations team in Pfaeffikon, you will be responsible for tax filing and reporting requirements for our private markets funds and investment entities. Specifically, you will: Manage tax return filings (income, VAT, other) for fund and other investment entities in jurisdictions world-wide; Organize investor tax reporting such as FATCA and CRS on behalf of our fund entities; Coordinate the provision of information filings and tax factor reporting to our investors; Coordinate the analysis of tax withholding from investments and allocation of withholding tax to our investors; Support the tax analysis, registrations and certifications of new fund entities; Support the analysis of investment-related taxation; Maintain information systems to ensure adequate data quality and up-to-date functionality; Manage a small internal team and relations with external service providers.

Job Information LGT Capital Partners is a leading alternative investment specialist with over USD 60 billion in assets under management and more than 550 institutional clients in 39 countries. An international team of over 500 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, Dublin, London, Paris, Frankfurt, Vaduz, Dubai, Beijing, Hong Kong, Tokyo and Sydney. Act as member of project teams within all Private Markets areas; Support & perform Private Markets process engineering and subsequently business requirements analysis; Help driving our effort on business process modelling, process analysis, engineering and documenting capability and standards; Facilitate process workshops to elicit process requirements; Liaise with process owners and participants to manage process change; Document processes using business process modelling notations (BPMN, CMMN, DMN); Responsible to drive assigned improvement, changes and efficiency gains; Support the interaction of business and IT.

Job Information Private Markets Program Management team acts in between the various private markets investment management teams (private debt, private equity, infrastructure, real estate) and relationship managers. The team is responsible for a variety of activities throughout a fund’s lifecycle from establishment to termination including preparation of marketing documentation and providing responses to various questionnaires from clients and prospect clients. Your main responsibilities as Private Debt Product Specialist within the Private Markets Program Management team include: Develop various private debt focused marketing materials, especially presentations and due diligence questionnaires, through a close dialogue with senior members of the private debt investment team; Thoroughly analyze portfolio developments to prepare review materials to existing clients; Prepare responses to ad-hoc requests from clients, prospect clients and relationship managers relating to investment programs and mandates; Compose market analysis through independent market research; Work closely together with the investment management, investment controlling, legal and compliance teams to ensure consistent communication and data output; Participation in various projects to support the team.

Job Information As a Product Structurer, you will be part of an agile and diverse team. You will play an active role in shaping our multi-alternatives offering as well as our liquid and semi-liquid strategies funds and bespoke client offerings. Being guided by our broader corporate strategy and a constantly changing regulatory landscape, you will contribute to new and innovative product initiatives as well as helping to further develop our existing suite of investment programs. This role will see you: contribute to a diverse range of projects which impact our funds, managed accounts and other investment vehicles; design and implement product structuring solutions to meet the specific needs of our clients and with a particular focus on the legal, regulatory and tax considerations of various onshore and offshore jurisdictions; Onboard clients investing into dedicated mandates, incl. the drafting and negotiating of portfolio management agreements; manage external counter parties such as law firms, investment banks, brokerage firms and service providers by negotiating commercial and legal agreements and other contracts; coordinate with a wide range of internal teams such as investment management, client relationship management, middle-office, risk & compliance and legal.

Job Information The Private Markets operation team needs to expand its corporate secretary capabilities for approximately 250 investment funds/entities which operate in various jurisdictions. The position includes the following activities: Assisting with all aspects of the corporate secretary related operations of our private equity investment funds/entities for the following jurisdictions: Liechtenstein, Luxembourg, Germany, UK, France, USA, Cayman and Guernsey; Support organizing meetings of Board of Directors of investment funds/entities. This includes: preparation of agenda items, board packs and follow up of action points; ensuring that timetables are set and followed, that board packs are issued in a timely manner; attendance of Board meetings and writing of corresponding minutes; Support organizing general meetings of shareholders (e.g. Annual General Meetings) of investment funds/entities. This includes: preparation of convening notices and proxies in cooperation with the service providers; monitoring of the collection of proxies and follow up of action points resulting from the minutes of the meetings; Maintain all entity related information and keep our master data management system up-to-date; Coordinate the signing of documents relating to the day to day operations of investment funds/entities including circular board and shareholder resolutions; Work closely with our internal and external service providers in various jurisdictions and liaise with notaries, lawyers and authorities; Participate in projects contributing to the overall operating efficiency and effectiveness.

Job Information Work closely with investment management teams to perform business analysis for a broad set of applications and data solutions; Participate, together with IT, in agile teams to design new solutions and changes; Drive and support change projects at the interface between investment management and IT with a focus on processes and data; Analyze and model current business processes, design and take ownership for improvement of the same; Ensure quality management of projects and solutions within the appropriate framework; Organize and facilitate regular exchanges between investment management, operations and IT; Taking a proactive role in a dynamic environment with the opportunity to design the further digitalization of successful asset management company.

Job Information Member of risk management and portfolio construction team working on a wide variety of tasks linked to building efficient Private Equity portfolios; Perform qualitative and quantitative risk and portfolio analysis and modelling; Maintain the risk management process, prepare and run portfolio risk review meetings for all portfolios, identify and manage conflicts of interests; Monitor existing portfolios and ensure investment compliance; Maintain tools, systems and data bases; Contribute to improving the risk management framework (data, models, tools, organization and processes); Carry out ad hoc qualitative and quantitative research activities, projects and client service work related to private equity.

Job Information LGT Capital Partners is a leading alternative investment specialist with USD 60 billion in assets under management and more than 550 institutional clients in 37 countries. An international team of over 500 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in New York, Dublin, London, Paris, Vaduz, Dubai, Beijing, Hong Kong, Tokyo and Sydney. The Private Markets Financial Operations Team is looking for a dynamic, detailed-oriented and self-motivated Investment Controller. This role includes the following activities: Monitoring and analysis of the investment related activities for various private equity programs; Review of the monthly valuations as prepared by the administrator; Supervise and maintain work performed by third party external service providers; Preparation of periodic reports for private equity programs; Forecasting, effective cash management and performance measurement of private equity funds; Coordination with global teams on investment controlling related activities; Relationship management across a broad range of internal teams and stakeholders; Completion of both ad-hoc and recurring investor requests as required; Active involvement in various projects and initiatives implementation.

Was erwartet Sie? Umsetzung von Businessanforderungen im Avaloq in den Bereichen Pricing, Retro und Tax. Projekt- und Realisierungsarbeiten (Grob- und Detailkonzept, Programmierung, Integration, Test und Einführung) Erstellung und Betreuung von Eigenentwicklungen/Schnittstellen Einführung neuer Avaloq Releases Funktionelle Weiterentwicklung der Gesamtbanklösung Avaloq im Bereich Pricing, Retro und Tax. Betreuung von Umsystemen in den oben erwähnten Bereichen

Was erwartet Sie? Projekt- und Realisierungsarbeiten (Grob- und Detailkonzepte, Programmierung, Integration, Test und Einführung) Betreuung /Weiterentwicklung des Handelssystems Front Arena inkl. Schnittstelle zu Avaloq (inkl. Bereitschaftsdienst) Umsetzen von Kundenanforderungen im Avaloq- und Front Arena-Umfeld Erstellung und Betreuung von Eigenentwicklungen/Schnittstellen Einführung neuer Avaloq- und Front Arena Releases und Service-Packs Funktionelle Weiterentwicklung der Gesamtbanklösung Avaloq im Bereich Wertschriftenhandel

Job Information In der Abteilung Research & Strategy unterstützen Sie in einer vielseitigen und herausfordernden Position ein vierköpfiges Team auf dem Research-Floor. Zusammen mit Ihren künftigen Kollegen analysieren Sie die Bedürfnisse der Kundenberater und arbeiten eng mit Analysten zusammen. Primäre Aufgabe ist die Mithilfe bei der Erstellung und Entwicklung von Research-Publikationen über alle Anlageklassen hinweg. Sie nutzen Bloomberg zur Datenbeschaffung und Visualisierung von Anlageideen. Der Unterhalt und die Bedienung von Produktionssystemen (Excel, PowerPoint, Word, Publisher, Access) ist eine wichtige Aufgabe. Zusammen mit Research-Analysten und Anlagestrategen bearbeiten Sie selbstständig kundenfertige Initiativen und analysieren deren Verwendbarkeit. Durch diese bereichsübergreifende Zusammenarbeit erhalten Sie Einblicke über die verschiedenen Abteilungen und Standorte des Private Bankings der LGT Bank Schweiz. Sie sind täglich über das Weltgeschehen informiert und können wertvolle Kenntnisse über die Bewertung von Aktien, Fonds, Anleihen und die Märkte im Allgemeinen erlangen.

Job Information Beratung von Private Banking Hypothekarkreditkunden in enger Zusammenarbeit mit den Kundenberatern in der Deutschschweiz und Romandie Unterstützung der Kundenberater bei der Akquisition von Neukunden Ausarbeitung von massgeschneiderten Hypothekarfinanzierungen für anspruchsvolle Kundenbeziehungen im Private Banking Prüfung von Hypothekarkreditanfragen Erstellung und Bewilligung von Hypothekarkreditanträgen in Eigenkompetenz oder zu Handen der entsprechenden Bewilligungsinstanzen Erstellung von Hypothekarkreditverträgen, Reportings etc. mit Unterstützung des Credit Service Managers Überwachung der Hypothekarkreditpositionen

Job Information Wir suchen für unsere Niederlassung in Zürich per sofort und befristet für 12 Monate eine/n Financial Crime Compliance Officer. In dieser vielseitigen Funktion unterstützen Sie die Abteilung Compliance vor allem im Bereich Financial Crime Compliance. Dazu gehören insbesondere die Überwachung der Einhaltung sämtlicher relevanter Regeln (Geldwäschereigesetz, GwV FINMA, VSB, QI-Agreement, FATCA/AIA und interne Richtlinien) und die Prüfung sowie Bewilligung neuer sowie die Überwachung bestehender Kundenbeziehungen. Die Durchführung von Due Diligence Prüfungen natürlicher und juristischer Personen wie auch die Beratung von Frontmitarbeitenden bilden ebenfalls einen Teil der Aufgaben.

Job Information In dieser interessanten und abwechslungsreichen Funktion unterstützen Sie die Abteilung Client Data Management in der Eröffnung von Kunden (natürliche Personen) inklusive formeller und materieller Kontrolle der Kontoeröffnungsdokumente. Ausserdem übernehmen Sie die Verantwortung für die Mutationen von Kundendaten und sind für die Auskunftserteilung bei internen Anfragen zuständig.