Quantitative Analyst

Role Title: Quantitative Analyst - Private Equity

Location: Zug (Switzerland) / Hybrid

About Capital Dynamics

Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy and private equity (primaries, secondaries, and co-investments).

Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia.

Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy.

Department Overview:

Capital Dynamics’ Solutions team takes a quantitative approach to analysing and optimizing private assets portfolios. Based on a deep experience in private assets, the team has developed a set of tools and models to analyze large amounts of historical and current data.

We provide quantitative support to clients throughout their investment cycle, assisting in the selection and monitoring/benchmarking of investments, as well as guidance on asset allocation, commitment pacing, liquidity scenarios, and risk & returns optimization.

The Solutions team collaborates with a wide range of departments and individuals on quantitative-related tasks such as - track record calculations, revenue forecasting, and risk management.

Role Purpose:

Capital Dynamics is seeking to recruit an entry-level Quantitative Analyst to join our Risk and Solutions team in our Zug office. The Analyst will be responsible for conducting quantitative analysis across the Capital Dynamics private assets portfolios.

Reporting to the Head of Risk & Solutions, the Analyst will use, maintain, and develop quantitative models that are used for portfolio and risk management purposes as well as for ad hoc requests. In this role, you will also have to collaborate with a wide range of departments and individuals that you will assist in quantitative-related tasks.

Key Tasks and Responsibilities:

• Use of risk management models and tools to perform in-depth analyses of private equity and infrastructure portfolios.
• Conduct quantitative research by creating tools for the benchmarking of private equity portfolios against historic market performance.
• Maintain and improve existing proprietary risk management models and tools.
• Perform ad-hoc research about private assets portfolios (mainly private equity) and financial markets.
• Internal support to other teams (Marketing, Finance, Investment Management) when quantitative skills are required.

Key competencies:

• Exceptional attention to detail with the ability to produce high-quality work.
• Project management and presentation skills combined with multi-tasking abilities.
• Strong oral and written communication skills (articulate, balanced, and persuasive).
• Self-starter with the ability to complete tasks quickly and efficiently, having regard to changing priorities, differing time zones, and geographies.
• The ability to contribute to long-term projects, and a solution-orientated approach.
• Strong sensitivity to confidentiality, reliable and trustworthy, team player.

Skills and Qualifications:

• Must hold a Bachelor’s degree in a quantitative discipline e.g. mathematics, statistics, quantitative finance, or similar.
• Ideally, Master’s degree qualified.
• Investment-related qualifications e.g. CFA, CAIA, are highly desirable but not essential.
• Ideally, 12 to 18 months of work experience in financial service, asset management, or private equity, is highly desirable.
• Highly analytical and conceptual thinking skills as well as good organizational and planning skills.
• Demonstrable experience collecting and manipulating large and complex financial data sets, and portfolio optimization.
• Proficiency in MATLAB, Excel, and SQL or similar programming languages.
• Excellent stakeholder management and time management skills.

Language:

• Must be fluent in English and display superior verbal and written communication skills.
• Additional language skills – Italian, German, French, and Spanish are desirable.

Diversity and Inclusion:

Capital Dynamics is an Equal Opportunity Employer and is committed to creating a globally diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion (“D&I”) are key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.