Global Private Markets Vice President
vor 2 Wochen
StepStone is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to sophisticated investors worldwide. With $675 billion in total capital allocations, including over $150 billion in AUM, we offer diversified private markets solutions across the globe and creative solutions to meet any investment program objective.
The Vice President/Director in Business Development leads and supports processes enabling existing and prospective investors to consider and commit to StepStone funds or Solutions.
Key Responsibilities:
- Lead acquisition efforts of Private Wealth with prospective investors in Switzerland across different segments of wealth management and financial institutions.
- Build and maintain a high-quality Sales pipeline.
- Develop and communicate business development KPIs.
- Oversight of the firm's CRM platform (Salesforce) for Private Wealth related information.
- Management of dataroom (Intralinks) LP access for Private Wealth prospective investors.
- Coordinate formal and informal responses for investor requests.
- Assist with existing investor coverage and general business development efforts.
- Manage day-to-day workstreams of BD, support team members.
- Oversight and coordination over LP onboarding document processing and tracking.
Requirements:
- Minimum of 5+ years of prior business development, investment, consulting experience with a specific focus on private markets and a proven network of contacts, partners, and clients in wealth management and financial institutions in Switzerland.
- Knowledge of private market funds structures for wealth distribution.
- Bachelor's degree in Finance, Accounting, Business, Marketing, or Communications.
- CFA and/or CAIA a plus.
Key Attributes:
- Strong commercial skills.
- Strong organizational skills with strong attention to detail.
- Strong knowledge of Private Markets.
- Able to interact and communicate effectively with internal and external parties.
- Familiarity with CRM solutions, Salesforce preferred.
- Fluent in German (pref. Swiss German) & English, ideally another language such as Italian and French a plus.
- A highly motivated self-starter with the ability to work both independently and within a team.
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