Zurich, Zurich, Switzerland
Gained relevant product development, sales & client management and internal/external communication experience within Client Solutions & Product Specialist team
• Acting as product lead for the private equity segment of the Princely Strategy/ Endowment Fund (> USD 20bn) • Leading the product management of a globally diversified USD 3bn private equity fund series focused on small, mid-market and large buyouts with a balanced allocation on primaries, secondaries and co-investments • Support in portfolio construction, fee structuring and direct management of bespoke mandate solutions for Swiss/European clients • Actively contributing to fundraising and client engagement, including preparation of marketing material such as pitches, DDQs or factsheet • Responsible for quarterly portfolio updates and client review materials for assigned funds and mandates
• Collaboration in the product development of new funds and product solutions • Preparation of client reports and management of fundraising database • Compiling presentations regarding funds, single assets and deal projects • Processing of RFP‘s and support in the due dilligence process • Conducting customer, company and sector/industry analyses • Collaboration in inquiries in the customer-related day-to-day business
• Collaboration in the product development of new funds and product solutions • Preparation of client reports and management of fundraising database • Compiling presentations regarding funds, single assets and deal projects • Processing of RFP‘s and support in the due dilligence process • Conducting customer, company and sector/industry analyses • Collaboration in inquiries in the customer-related day-to-day business
• Gaining in-depth insight into Equities Portfolio Management •Preparation of presentations for the respective funds • Performing a variety of tasks in the area of market and company analyses and competitor analyses • Performing company as well industry/sectory research
• Support in the implementation of financial regulations (IFRS 17) • Development of financial prototypes using Excel • Workshops for VBA (Visual Basic for Applications) • Creation of presentations and calculations to visualise issues and solutions (MS-Office: Excel and Power Point)
• Development of financial prototypes using Excel • Workshops for VBA (Visual Basic for Applications) • Creation of presentations and calculations to visualise issues and solutions (MS-Office: Excel and Power Point)