Alternative Investment Specialist

vor 4 Wochen

Zürich, Schweiz E Fundresearch Vollzeit

Investment Vollzeit mit Führungsaufgaben mit betrieblicher Altersvorsorge Downloads iCapital is hiring an Alternative Investment Specialist to be the EMEA team lead for iCapital’s distribution partnership with one of its large wealth management clients. This individual will jointly report to the Head of Client Solutions EMEA based in Zurich and the Head of Alternative Investments Distribution at iCapital based in New York. This individual will be responsible for working with advisors, relationship managers, investment consultants, product specialists and third-party asset managers to grow alternative investment adoption. This role requires an experienced investment professional with alternative investment knowledge, exceptional relationship management, communication and influencing skills and strong sales experience. - Generate alternative investment product sales leads by supporting and collaborating with a network of advisors at our wealth management client. - Be an expert on the merits of alternative investments and promote adoption of alternative investments offerings across our client’s wealth platform in the form of educational seminars as well as meetings with advisors and clients as required. - Provide feedback on market trends and client appetite to support product launches and marketing strategy. - Work closely with our wealth management clients’ alternative investments team on new fund launches including organization and coordination of product launch calls with advisors, roadshows with third-party asset managers, client events and corresponding follow-up. - Work in close partnership with third-party asset management partners by offering advice on fundraising strategy and story building for their funds and supporting the advisors to raise capital for offerings. - Maintain a strong discipline of CRM usage and maintenance (e.g., activity, advisor profiles, pipeline capture). - 15+ years of experience working within the alternative investment industry in a client facing capacity, ideally in a global wealth management organization as an alternatives product specialist - Thorough experience and track record in working with high-net worth individuals and their advisors, and in supporting them in the promotion and distribution of private equity, private credit, real asset and hedge fund offerings - Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process - Strong team player and ability to effectively manage key stakeholders at iCapital and at our wealth management client and its regional offices - Travel to meet advisors and their clients, where applicable across the region, and attend conferences and events as required - CFA and/or CAIA certified candidates are preferred - Knowledge of applicable securities laws and regulations is required - Local securities qualifications may be required depending on employee location and client need #J-18808-Ljbffr

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