Investor Reporting Professional

Job Description
- September 2025.

Key Responsibilities:
- Serve as the primary point of contact for internal and external client inquiries and requests, ensuring timely and accurate responses;- Coordinate and collaborate effectively with cross-functional teams including Fund Accounting, Legal, Compliance, Tax, Investment management, and Investor Relations;- Liaise with senior management on critical topics, presenting updates and insights on investor reporting processes and initiatives;- Lead and manage a team of 5 professionals, including performance management, mentoring, and workload planning;- Represent the department in cross-functional strategic initiatives and projects, acting as the voice of investor reporting;- Develop, implement and enhance internal procedures and processes to ensure efficiency, accuracy and scalability;- Act as the escalation point for complex or sensitive issues within the team and from external stakeholders;- Oversee the review of regulatory reporting submissions to ensure full compliance with relevant guidelines and deadlines;- Coordinate and perform quality reviews of deliverables prepared by other teams impacting investor reporting outputs;- Make operational decisions at the team level, managing risk and ensuring service delivery excellence.

Requirements- Minimum of 8 years of relevant experience in the private equity industry, with strong exposure to investor reporting, fund operations, or financial reporting;- Professional qualification in finance or accounting (e.g., CPA, ACCA, CFA, or equivalent) strongly preferred;- Demonstrated experience in managing and developing high-performing teams;- Strong understanding of regulatory and industry reporting requirements in the private equity space;- Proven ability to lead process improvements and contribute to strategic planning;- Excellent communication and interpersonal skills, with the ability to confidently engage with senior stakeholders;- High level of attention to details, analytical thinking, and problem-solving capability;- Ability to work under pressure in a dynamic environment, managing multiple priorities effectively.

What you can expect- We provide modern working conditions, including work-from-home options, flexible hours and a home office allowance to ensure staff members have a work environment equipped with the latest technology;- A diverse culture founded on mutual respect, teamwork and appreciation awaits you at LGT Capital Partners. We go the extra mile to generate impact;- We empower and invest in you: your professional development and personal growth are our priority. We offer various internal and external training opportunities that are aligned with your ambitions and our business needs. If you are interested, you can also enhance your German or English language skills;- We are proud to be owned by the Princely Family of Liechtenstein and our company is inspired by its entrepreneurial spirit;- Commitment to ESG: our approach to business is influenced by the Princely Family’s long-term perspective. Sustainability is key for us and has shaped our actions since 2002;- You benefit from favorable terms and conditions if you wish to participate in LGT Capital Partners’ investment programs or to use LGT banking products and services.

Contact Information

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.

Stefanie Weigelt

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact:
+41 58 261 86 33