Global Private Equity Support Specialist
vor 1 Tag
About Rothschild & Co
We are a leading global financial services group with a rich history dating back over 200 years. Our company is built on relationships, and we place a huge emphasis on finding the right colleagues to take our business forward.
Job Description
This role is within the Private Markets Middle Office team in the Wealth Management division at Rothschild & Co in Zurich. You will provide lifecycle management services of private market funds in Switzerland, including review and completion of legal documents, operational set-up, post-sale activities and portfolio explanations to client advisers.
Key Responsibilities
- Manage daily lifecycle activities for private market funds, including capital call and distribution transactions, valuations and reporting
- Coordinate private market deal closing activities through our nominee set up with internal and external stakeholders
- Process transfer requests and ensure compliance with AML/KYC requirements
- Monitor deal-closing documents and manage workflows under tight deadlines
- Support client advisers on the post-sale side
- Maintain accurate and complete data through various processes
- Contribute to private market optimization projects and activities
- Stay informed about industry developments
Requirements
- Bachelor's degree in accounting, business administration or finance
- 3 to 5 years of experience in banking operations with a focus on private markets
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Fluent English speaker – other languages (German/French) beneficial
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