Investment Operations Associate

Vor 3 Tagen


Zug, Schweiz Evolution Equity Partners Vollzeit

Evolution Equity Partners, based in New York City, Palo Alto, London and Zug, invests in rapidly growing software companies with a particular focus on cybersecurity and enterprise software. The firm was founded by investor and technology entrepreneurs Richard Seewald and Dennis Smith, who manage and lead the firm, and its partners have been involved as founders, investors and senior operating executives in leading software companies around the world. Evolution has invested in over fifty software companies building a growing portfolio of market leaders.

For our office in Zug, we are seeking a talented and motivated Investment Operations Associate to join our dynamic team. As an investment firm with a proven track record of success, we are dedicated to identifying and supporting innovative technology companies around the world. This is an excellent opportunity to contribute to our growth and work alongside experienced professionals in the industry.

Tasks
  • Assist in managing the investment portfolio, including monitoring performance, tracking key financial and operational metrics.
  • Assist in the quarterly portfolio companies' valuation review process.
  • Assist in the production of periodic Limited Partner reporting deliverables.
  • Oversee fund administrators and custodians to ensure that they reflecting all activity across the funds in an accurate and efficient manner.
  • Assist in Limited Partner capital activity - calls, distributions and transfers.
  • Assist in the production of the annual financial statements and audits.
  • Assist in building and refining investment strategies and frameworks to guide investment decision-making.
  • Collaborate with senior investment professionals to develop portfolio construction models and optimize asset allocation.
  • Support the Investment Team by providing financial performance data for portfolio analytics, pitch books, DDQs and other ad-hoc requests.
  • Support the Investment Team by conducting market research and analysis to identify potential investment opportunities.
  • Support the operational aspects of the deal execution process.
  • Liaising with Partners and Fund Administrators to coordinate the approval of transactions and other compliance requirements.
  • Coordinate with external service providers, such as legal and accounting firms, to ensure smooth execution of investment processes.
  • Support the Investor Relations Team by preparing reports and presentations for existing and potential investors.
  • Contribute to the development and enhancement of operational processes and systems.
  • Assist in team and firm wide projects required to maintain and develop the business infrastructure and processes.
Requirements
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • 2-4 years of experience in investment operations, private equity, venture capital, or a similar role.
  • Strong analytical and financial modeling skills, proven sound business judgment with the ability to develop and implement practical and compliant solutions.
  • Enjoys working in a team and independently; ability to integrate well in a very international working environment.
  • Readiness to get things done when necessary; ability to work in Switzerland without sponsorship.
  • Excellent attention to detail and ability to work with complex data sets.
  • Proficient in Microsoft Excel and other financial analysis tools.
  • Knowledge of the technology sector and understanding of emerging trends.
  • Strong communication and interpersonal skills, with the ability to work effectively within a team.
  • Fluency in English.
Benefits
  • Work with a global venture capital firm known for its expertise and success in the technology sector.
  • Collaborate with a diverse team of experienced professionals who share a passion for investing in innovative companies.
  • Opportunity to gain exposure to a wide range of investment strategies and sectors.
  • Excellent career development opportunities and the chance to take on increasing levels of responsibility.
  • Competitive compensation and benefits package.

If you are looking to advance your career in the investment industry and have a keen interest in the technology sector, Evolution Equity Partners offers a stimulating and rewarding work environment. Join our team and contribute to our mission of supporting and growing innovative technology companies worldwide.

#J-18808-Ljbffr

  • Zug, Schweiz Evolution Equity Partners Vollzeit

    Evolution Equity Partners, based in New York City, Palo Alto, London and Zug, invests in rapidly growing software companies with a particular focus on cybersecurity and enterprise software. The firm was founded by investor and technology entrepreneurs Richard Seewald and Dennis Smith, who manage and lead the firm, and its partners have been involved as...


  • Zug, Schweiz Evolution Equity Partners Vollzeit

    Evolution Equity Partners, based in New York City, Palo Alto, London and Zug, invests in rapidly growing software companies with a particular focus on cybersecurity and enterprise software. The firm was founded by investor and technology entrepreneurs Richard Seewald and Dennis Smith, who manage and lead the firm, and its partners have been involved as...


  • Zug, Schweiz Blue Earth Capital Vollzeit

    About BlueEarth Capital BlueEarth Capital AG is a Switzerland-based global impact investment firm with offices in New York and London. We aim to address critical social and environmental challenges while achieving market-rate returns. Investing globally across all impact sectors, our integrated strategy focuses on social impact in emerging markets and...

  • Associate Director

    Vor 3 Tagen


    Zug, Schweiz NonStop Consulting Vollzeit

    If you are currently performing the role for a Clinical Trial Manager or Clinical Operations Manager and looking to step into a Director position this is your chance! My Client who is an international company is looking for a Associate Director - Clinical Operations to join their team in the office in Zug, Switzerland on a 12 month contract. They are focused...

  • Transaction Manager

    vor 2 Stunden


    Zug, Schweiz Partners Group Vollzeit

    What it's about You will work alongside Partners Group's investment professionals in the transaction closing process for Private Equity, Real Estate and Infrastructure investments. Your main responsibility will be to ensure a seamless closing process. You will maintain the overall view of what is required to bring a transaction to closing, and you will drive...


  • Zug, Schweiz Partners Group Vollzeit

    **What it's about** For this position, we are looking for an investment funds lawyer in our Zug, Switzerland office focusing on commingled fund structures and separately managed accounts. Partners Group’s structuring team is responsible for developing innovative investment fund structures for institutional and private investors globally. Investment Fund...

  • Investment Manager

    vor 1 Woche


    Zug, Schweiz CV VC Vollzeit

    Zug based CV VC is looking for a motivated and dedicated Legal Counsel & Venture Capital Investment Manager \[combined in one role] to join its investment team. Enthusiastic about the world of venture capital and startups? Passionate about innovative technologies and new business models? Join our CV VC team and work with us investing into the Technology For...


  • Zug, Schweiz AMINA Group Vollzeit

    At a Glance: The Story Behind AMINASituated in the heart of Zug in Switzerland, which is globally recognized as the Crypto Valley and the home of multifield reputable crypto and blockchain organizations, we have established our headquarter operations. AMINA represents a new digital finance offering, which is committed to security, transparency and...

  • Associate (Blueearth)

    Vor 2 Tagen


    Zug, Schweiz Partners Group Vollzeit

    **What it's about** Blue Earth Capital is an independent global impact investment firm, headquartered in Zug, Switzerland with operations in New York and London. It manages investment strategies for an international clientele of professional investors who are seeking investment solutions that offer market-rate returns, while also helping to address pressing...


  • Zug, Schweiz Blueprint Medicines Vollzeit

    **Location(s)**:**Zug, Switzerland **Level of position**:**Associate Director **Position type**:**office-based, in alignment with BlueFlex model* **Reporting Line**:**VP, Head of International Finance **How will your role help us transform hope into reality?** Our company has attracted some of the most brilliant and accomplished talents in the industry...


  • Zug, Schweiz Johnson & Johnson Vollzeit

    Are you interested in the Swiss healthcare environment and pharmaceutical industry? And do you want to join an impactful team? In this role you will enable the Business Unit (BU) to focus on business-relevant topics by providing proficient & timely support on administrative & operational tasks. You will further support the team in running commercial projects...


  • Zug, Schweiz Partners Group Vollzeit

    What it's aboutFor this position, we are looking for an investment fund lawyer (preferably Luxembourg qualified) for our Zug, Switzerland office (and will also accept applications for our Luxembourg office) focusing on commingled fund structures and separate accounts. Partners Group’s structuring team is responsible for developing innovative investment...

  • Index Associate

    vor 1 Woche


    Zug, Schweiz Axioma Vollzeit

    Overview: Does working for a company that embodies innovation, transparency and creativity excite you? Then, we have the place for you. Bringing together Axioma, DAX and STOXX to form **Qontigo** represents a partnership beyond standard, creating an investment intelligence advantage with our clients, from risk to return. Qontigo combines the most...


  • Zug, Schweiz Deciphera Pharmaceuticals Vollzeit

    Company Description Deciphera is a biopharmaceutical company focused on discovering, developing and commercializing important new medicines to improve the lives of people with cancer. We are leveraging our proprietary switch-control kinase inhibitor platform and deep expertise in kinase biology to develop a broad portfolio of innovative...


  • Zug, Schweiz Blueprint Medicines Vollzeit

    **Medical Affairs Operations Coordinator - Contract** Location(s): Zug, Switzerland Position type: office-based, in alignment with BlueFlex model* Reporting Line: The position reports to the Associate Director, International Medical Affairs **How will your role help us transform hope into reality?** This position reports into the Associate Director...


  • Zug, Schweiz Interactive Brokers Group, Inc. Vollzeit

    Institutional Client Services Associate - Italian speaking Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client...


  • Zug, Schweiz Interactive Brokers Vollzeit

    **Job Description & Responsibilities**: ***Responsibilities include, but are not limited to**: - Troubleshoot and resolve technical, account, and trade-related queries via telephone, ticket, and live chat - Escalate high-level issues to relevant stakeholders and make suggestions for process improvement - Other ad hoc projects and duties, including client...


  • Zug, Schweiz Blueprint Medicines Vollzeit

    **Associate Director, International Medical Affairs Operations** Location(s): Zug, Switzerland Level of position: Associate Director Position type: office-based Reporting Line: VP Medical Affairs, International ***How will your role help us transform hope into reality?** ***This position reports into the VP of International Medical Affairs and will...


  • Zug, Schweiz Convero AG Vollzeit

    Convero AG Zug, SwitzerlandPosted 6 hours ago Permanent competitive Convero AG, is a dynamic and entrepreneurial GP Advisory and Placement Agent Firm based in Zug, Switzerland. Convero was founded in 2019, has thrived through the difficult Corona years and is now looking to add a Fundraising Vice President to its team. Convero focusses on 3 pillars - GP...

  • Finance Associate

    Vor 2 Tagen


    Zug, Schweiz Web3 Foundation Vollzeit

    Do you feel passionate about supporting high-performance, multinational teams? Do you thrive in a fast-paced startup environment with new problems to solve every day? Do you want to be part of a young and growing technology organization with a strong vision? Then come join the Web3 Foundation team in Zug as a Finance Associate - Swiss based (100%) as soon as...