Investor Operations Specialist

About the role

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.

Responsibilities

• Coordinate investor onboarding processes, including document review and preparation
• Manage investor relationships and ensure timely responses to inquiries
• Ensure compliance with AML/Compliance regulations
• Prepare and maintain investor files and records
• Support the onboarding of new investors and assist with the setup of investor accounts
• Handle administrative tasks such as scheduling meetings and preparing presentations
• Collaborate with cross-functional teams to ensure seamless onboarding experiences

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

• 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.

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