Fund Product Development and Structuring
vor 4 Wochen
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
Julius Baer Fund Solutions is an open architecture Fund Management business which provides our clients with best-in-class investment strategies and managers. We offer benefits and exclusive access to traditional investment strategies, private markets funds, hedge funds, and private label funds. Our expertise is tailored to our client needs from product design, platform, life cycle management and manager identification. We are a fully integrated and interdisciplinary Fund Solutions business based in Zurich and Dublin.
Do you have an affinity for investment funds with deep understanding of traditional and alternative investments? Do you enjoy designing and implementing efficient solutions and managing a funds life cycle? Do you thrive to improve existing processes and willing to take the extra miles? Do you enjoy engaging with various internal or external stakeholders? Do you want to be part of a multi-cultural and open-minded team? Then this role in Fund Solutions is meant for you. We are looking for a sales and investment oriented, driven, and motivated product development and structuring professional. Our ideal addition to the team would possess tenacity, creativity, attention to detail, superior communication, openness to new ideas, fearlessness to new challenges, yet always be professional, friendly, humble, and authentic.
**YOUR CHALLENGE**:
- The role will be located in Zurich and alternatively in Dublin
- Agile and entrepreneurial work environment within the Fund Solutions business, a division of Investments & Wealth Management Solutions.
- Work with a team of fund product developers who are responsible for new product development, product structuring and fund lifecycle management.
- Lead fund legal structuring and product design initiatives in respect of mutual and alternative funds, in all technical aspects: distribution, legal, compliance, tax, operational, and accounting.
- Proactively analyze future trends in the market for possible new fund strategies and source proactively distribution supported investment proposals
- Work with top tier asset and wealth managers across asset classes to initiate new investment funds
- Perform research analysis and peer comparison to enable manager selection and due diligence
- Provide technical expertise on retail and professional fund structures and collaborate with in
- and external
- Deliver projects related to new and fund change products
- Engage with the wider internal distribution and offering functions as well as with key stakeholders within the business such as Portfolio Managers, Fund Analysts and Fund Offering Team
- Play a key in ensuring retention for existing funds and conduct feasibility reviews with Fund Life Cycle Management
- Collaborate on internal initiatives that enhance the value proposition for our clients
- Advise the strategic and technical content of marketing materials/website production produced by Marketing
**YOUR PROFILE**:
- Strong academic credentials in law, finance, economics, or similar
- Experience in the financial industry, preferably with an international asset manager
- Long-standing experience in product development, investment funds advisory, fund distribution, or client facing roles
- In-depth knowledge of Irish/EU fund regulation and corporate law requirements, ideally with previous experience in a law firm Excellent knowledge of funds across all asset classes and the wealth management offering in general Robust understanding of investment funds, investor profiles, asset classes and markets
- Experience in creating and maintaining fund literature
- Strong cross-functional project management and execution skills
- Experience as an investment specialist
- Entrepreneurial and humble mindset
- High standard of quality and accuracy, strong attention to detail
- Superior PowerPoint, Excel, Word skills
- Full proficiency in the English language; excellent communication and presentation skills, both written and verbal in English
- German/French/Italian full proficiency would be a strong plus
This is your chance to play a key role in the established Fund Solutions business, which sits within the Investments & Wealth Management Solutions, a division within Julius Baer. Take the big leap now, and be a part of a strong, dedicated, and international team. Let’s create even more value for our clients.
We are small enough to matter, yet big enough to care, so what are you waiting for? **Be Baer**
For any further questions, do not hesitate to contact us.
Your HR Contact: O. Aebersold, Senior Talent Acquisition Specialist
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