LGT Capital Partners AG

Job Information Support Senior Portfolio Managers in investment management of Multi-Asset funds and institutional mandates (development into deputy Portfolio Management role); Liaise with in-house asset-class specific research and investment teams; Conduct multi-asset class desk research; Collaborate in projects and task related to investment management; Support client servicing and business development; Position is located in Pfäffikon (HQ in Switzerland), future transfer to other offices possible.

Job Information The Private Markets Financial Operations Treasury team is looking to expand its capabilities covering the credit financing and reporting. The Treasury & Compliance Analyst role requires rigid attention to detail. The primary responsibilities of the Treasury & Compliance Analyst will include: Process investment capital calls and distributions, wire payment confirmation; Maintain Treasury System with internal and external data; Interaction with external parties such as general partners and banks; Prepare periodic compliance reports related to credit facilities; Prepare month-end credit reporting; Participate in the development of a new treasury management system Review and recommend improvements to treasury processes and procedures including amendments of treasury policies; Other ad-hoc duties as required.

Job Information Your main tasks in this support role within the Private Markets Operations team include: Matching, cleansing and enriching company data.

Job Information The private markets tax team needs to expand its operational tax capabilities covering both technical and operational aspects. The position as German Tax Specialist includes the following activities: Provide support in respect of ongoing German tax matters of the private equity and real estate funds, including providing support to the Investment Teams in the tax due diligence process, tax structuring and support to the Investor Teams in the German tax provisions; Assist in the annual German tax compliance process (coordination and review of the tax returns prepared by external advisors) and in arranging tax reporting to investors; Assist in collecting information for the annual German tax reporting process for our products in conjunction with external service providers; Establish and oversee German operational tax procedures and controls; Assessment of changes in international and domestic taxation rules and their impact on the company; Management of ad hoc tax projects and processes.

Job Information The Client Services Liquid Markets team acts in between the investment management teams and relationship managers. The team is responsible for a variety of activities throughout a fund’s/mandate’s lifecycle including questionnaires from clients and prospect clients, consultant database management and requests as well as preparation of marketing materials and providing responses to various clients/stakeholders. This student position is designed to be a full-time role during the semester break and will offer flexibility during studies with approx. two working days a week. This is a great opportunity for students who are able to commit to this role for at least two years. Your main tasks as Student Support within the Client Services Liquid Markets team include: Supporting the team in filling out and maintaining consultant databases; Supporting the team in preparing the data part of questionnaires from clients and prospected clients (i.e. knowing from which sources the data can be obtained, checking the data and aggregating it into meaningful information); Supporting the team in preparing marketing materials; Supporting the team in various projects.

Job Information This position will be supporting our Tax operations team with day-to-day back office tasks. It is designed to be a full-time role during the semester break and will offer flexibility during studies with three working days per week. This is a great opportunity for students who are able to commit to this role for at least 2 years. Your main tasks as Student Support within the Private Markets Tax Operations team include: Supporting tax registration; Maintaining tax databases; Processing tax related inquiries; Preparing information on tax returns and assisting with tax analysis; Preparing tax documents required for investment deals; CRS and FATCA support; Comparing and compiling tax documents; Processing inquiries and maintaining tax documentation.

Job Information The Private Equity Analyst Program is a 2-year full-time employment with the opportunity for outstanding candidates to continue their career at LGT Capital Partners. The position is located in Switzerland (near Zurich). The anticipated start date is 1 July 2022 and the Program starts with a training module and includes continuous on-the-job training. The Analyst joining the Secondary team will focus on developing the following core investment skills: project management from initial due diligence to final completion of secondary transactions; financial modeling of companies and private equity funds; understanding of private equity fund accounting and financial statements; valuation and analysis of various private equity funds; in-depth analysis of underlying portfolio companies; comparable company analysis, both using public and private company data. The position also includes other responsibilities associated with the investment process: participation in and preparation of weekly team meetings; management and update of key databases, systems and tools that are critical for identifying potential opportunities; monitoring of existing investments; preparation of materials used in internal meetings and external client presentations; research on trends/competitors in the global private equity market; ad-hoc market analysis.

Job Information The Private Markets financial operations team is looking for a dynamic, detailed-oriented and self-motivated investment controller. This role with focus on investment controlling includes the following activities: Coordination with global teams on investment controlling related activities; Relationship management across broad range of internal teams and stakeholders; Monitoring and analysis of the investment related activities for various private equity programs; Reconciliation 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; Completion of both ad-hoc and recurring investor requests as required; Active involvement in various projects and initiatives implementation.

Job Information Partaking in building the firms’ data warehouse and business intelligence solution in an agile manner; Collaboration with the business stakeholders to gather and document requirements; Design and implementation of BI solutions that meet the business needs; Onboarding data from various on premise and Cloud-based data sources based on the established data integration strategy and ETL architecture; Definition an appropriate testing strategy to deliver reliable solutions that can be operated with a minimal footprint; Contributing to the definition of the data and analytics technology strategy; Third-level support responsibility for data warehouse and BI solution.

Job Information The Business Development (BUD) team is looking for an Operations Specialist to support with the enhancement of its systems and processes. New systems need to be implemented and processes within BUD need to be improved and standardized. Data and documents need to be made readily available anytime and in all 10 offices with the Firm’s sales representatives. Job information Ensuring a smooth operation of the entire BUD platform, including dedicated business processes; Support the design and implementation off new systems, such as DealCloud CRM, a Management Information System and task management systems; Collaborating with BUD staff globally, including Relationship Managers and ensuring the efficiency of their daily work; Supporting BUD management in all operational elements; Improving availability of data & documents for both clients as well as internal stakeholders; Controlling regulatory processes and ensuring adherence by RMs.

Job Information The Private Equity Analyst Program is a 2-year full-time employment with the potential opportunity for outstanding candidates to continue their career at LGT Capital Partners. The position is in the Manager selection (Primaries) team located in Switzerland (near Zurich). The team assesses and invests in private equity and venture capital funds across Europe. The anticipated start date is 1 July 2022 and the Program starts with a training module and includes continuous on-the-job training. The Analyst joining the Manager selection team will focus on developing the following core investment skills : research, screening and assessment of European private equity opportunities incl. impact funds; qualitative and quantitative analysis to assess European private equity managers (incl. meeting and evaluating manager teams); in-depth assessment of underlying portfolio companies through modelling; assisting the team in project management from initial due diligence to final completion of buyout fund investments; analysis, assessment and comparison on managers; comparable company analysis, both using public and private company data. With support from the team you will be responsible for the following steps of our investment process: screening and due diligence of private equity managers; maintaining our proprietary deal flow database; preparing for and participating in team meetings as well as investment committee meetings; monitoring of existing investments. In addition , you will support our investment and sales teams with: market research and analysis; preparation of materials for client meetings.

Job Information The Private Equity Analyst Program is a 2-year full-time employment with the opportunity for outstanding candidates to continue their career at LGT Capital Partners. The position is located in Switzerland (near Zurich). The anticipated start date is 1 July 2022 and the Program starts with a training module and includes continuous on-the-job training. The Analyst joining the Co-investment team will focus on developing the following core investment skills: familiarity with the private equity investment process; conducting financial, market and business due diligence; ability to understand business models and company financial reporting; financial modeling of companies and investment cases; detailed valuation analysis including private and public comparables. The position also includes other responsibilities associated with the investment process: participation and preparation of materials for team meetings and Investment Committee meetings; management and update of key databases and document management critical for identifying potential opportunities, including various in-house databases; additional ad-hoc analysis and research to understand market trends, for client presentations and other business needs.

Job Information Our Private Markets Investment Management division is looking for a dynamic and entrepreneurial thinking Associate to join our growing Multi-Manager Private Credit Investment Team . This role includes the following activities: Associate position in Private Credit Investment Team based in Zurich area (Switzerland); Support and take ownership in the Private Credit investment process, incl. sourcing, screening, due diligence, execution and monitoring of Private Credit fund selection, secondary transactions of limited partner interests in private credit funds and co-investments into credit portfolios alongside private credit managers; Coverage of investment universe, including regular interaction with various counterparts such as private credit managers and intermediaries, sector analysis and research; Support and enhance credit analysis and modelling, transaction underwriting and execution; Support in preparing documentation for the investment committee and client presentations; Monitor and analyze existing Private Credit investments and market trends including regular maintenance and development of internal databases; Support overall Private Credit Investment Team and contribute to overall development of the multi-manager Private Credit practice.

Job Information Plan, manage and execute client and employee events globally - whether virtual, physical or hybrid; Position the Firm’s events as an integral part of its MarCom activities, including the management of pre- and post-event processes; Coordinate sponsored conferences and fairs; Utilize the firm’s event invitation platform and event app in collaboration with our marketing specialists; Create a unique and differentiating client experience that delights and engages, conveying the company’s brand image; Ensure consistency of LGT Capital Partners’ corporate design in all material.

Job Information The core responsibility of the data analyst role is to act as a link for client requests between the investment management teams and the global business development/sales teams, as well as other areas of the business. Over time, the individual is expected to be responsible for/cover the following tasks: Evaluate data on portfolio and underlying investment level and convert into client-friendly analyses; Support the development of marketing materials and Request for Proposals (RFPs) across various liquid markets offerings; Completing scheduled and ad-hoc quantitative requests from clients, prospects clients and relationship managers; Develop and use knowledge of proprietary (data) systems to fulfil qualitative scheduled and ad-hoc client requests; Work closely with investment management, research, operations, business development, compliance and IT; As a dedicated specialist for data and data development, provide client services support to the business development team located globally; Participate in several projects.

Job Information The Private Markets Program Management team acts in between the investment management teams 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. The Private Equity Analyst Program is a 2-year full-time employment with the opportunity for outstanding candidates to continue their career at LGT Capital Partners after the program. The position is located in Switzerland (near Zurich). The anticipated start date is in Q1 2022 . The Program includes continuous on-the-job training and comprises of training modules beginning from July 2022. Your responsibilities as an analyst in the Private Markets Program Management team include: Develop marketing materials across various private markets offerings; especially presentations and due diligence questionnaires; Create customized client presentations; Work closely together with the investment management, investment controlling, legal and compliance teams to ensure consistent communication and data output; Conduct market research; Provide client services support to relationship managers; Respond to ad-hoc requests from clients, prospect clients and relationship managers.

Job Information Working with our Investment and Legal teams to ensure that transactions on behalf of LGT entities into externally and internally managed Private Equity funds are executed in a timely and accurate manner; Ensuring that all necessary operational processes for each transaction are handled within the timeframes required and in line with the relevant procedures; Ensuring strong communication and co-ordination with various internal and external stakeholders; Preparation and completion of transaction documents (subscription documents, transfer agreements, other legal transactional documents), in an increasingly time-pressured and complex environment; Compilation of and provision of KYC documents in relation to both transactions and ad-hoc KYC requests; Coordinating and resolving internal and external queries and executing various types of ad-hoc legal documentation; Supporting the team in various ongoing projects, particularly in terms of process enhancements and system development.

Job Information The Student Support – Venture Capital position is allocated directly within the investment team at LGT Capital Partners and is a great opportunity to learn about private markets alongside studies. This role allows you to work part-time (2-3 days) during your semester and full-time during semester breaks. The position is located in Pfäffikon SZ (near Zurich). The anticipated start date is as soon as possible . The Student Support role joining the Venture Capital team will have the following responsibilities: Investment support: Management of the incoming deal flow (for both fund investment and co-investments); Preparation of materials for internal discussions; Monitoring of existing investments; Preparation of other materials used in internal meetings and external client presentations; Data & Analytics support: Management of the current code base used by the Venture Capital team; Mapping of use cases together with the investment team, mostly in two areas: 1.) Investment process efficiency (e.g., data retrieval automation and transformation) and 2.) Quantitative Due Diligence improvements (e.g., external data utilization, development and maintenance of quantitative models) Implementation of new use cases, mostly in Python; Collaboration with other departments, namely on shared efforts with Data & Analytics team.