Investor Operations Specialist

LGT Capital Partners

$80K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, economics, business administration, or a related field.
  • 5 years of experience in a similar role in the financial industry, preferably in private equity/private credit.
  • Positive, client-centric mindset with a strong service orientation.
  • Working knowledge of AML/Compliance regulations.
  • Excellent English writing and communication skills, with international firm experience preferred.
  • Strong team player with excellent communication skills.
  • Strong ability to take ownership and responsibility for various tasks.

Responsibilities

  • Coordinate the onboarding process for new investors, ensuring a smooth experience.
  • Maintain clear communication with multiple stakeholders throughout the onboarding.
  • Assist in managing compliance documentation related to AML regulations.
  • Provide exceptional customer service, establishing trust and professionalism with clients.
  • Collaborate with other team members to enhance operational efficiency.
  • Monitor and maintain detailed records of onboarding tasks and progress.

Benefits

  • Ownership by the Princely family of Liechtenstein, fostering an entrepreneurial culture.
  • Current hybrid work schedule allowing three days in the office.
  • 100% paid healthcare with HSA options.
  • Comprehensive dental and vision packages.
  • 401k plan with a 1:1 match up to 6%.
  • Paid long-term disability and life insurance.
  • Commuter benefits for transportation costs.
  • Discounted gym reimbursement to promote wellness.
  • Generous parental leave of 14 weeks paid at 100%.
  • 20 vacation days and 16 paid holidays per year.
  • One-time remote work stipend of $1,000.
Full Job Description
Job Description

Investor Onboarding Specialist- Private Markets Investor Operations

Country: New York, US

Job Information

Job description

Investor Onboarding Specialist (New York)

The Private Markets Investor Operations team is expanding and we're looking for a highly service-driven Investor Onboarding Specialist who excels at coordination and maintaining a clear overview across multiple tasks and stakeholders. In this role, you will shape the first impression investors have of us - ensuring a smooth, professional, and truly outstanding onboarding experience.

Requirements

  • Bachelor's degree in finance, economics, business administration, or a related field;


  • 5 years of experience in a similar role in the financial industry, preferably in private equity/private credit


  • Positive, client-centric mindset with a strong service orientation;


  • Working knowledge of AML/Compliance regulations;


  • Excellent English writing and communication skills, familiarity with working in an international firm preferred;


  • Strong team player with excellent communication skills;


  • Maintain a high level of trust, discretion, and professionalism;


  • Keen eye for detail-oriented administrative tasks;


  • Demonstrate efficiency, accuracy, organization, and flexibility;


  • Strong ability to take ownership and responsibility for various tasks.


  • Proficient in Microsoft Office; experience with database management is a bonus.


  • Willingness to travel to Switzerland and other offices from time to time


Benefits

  • We're proud to be owned by the Princely family of Liechtenstein and our successful company is greatly inspired by their entrepreneurial attitude;


  • Current hybrid schedule with three (3) days a week in the office;


  • Healthcare w/HSA - both paid at 100%;


  • Dental/Vision Package;


  • 401k Plan participation; 1:1 match up to 6% (Traditional & Roth);


  • Long-term disability & Life insurance;


  • Commuter benefits;


  • Discounted gym reimbursement;


  • 14-weeks Parental leave paid at 100%;


  • 20 Vacation days; 16 paid holidays;


  • One time remote work stipend of $1,000


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.
Caroline Hicks
Human Resources
LGT Capital Partners (USA) Inc.
Contact:

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