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LGT Capital Partners AG, Pfaeffikon
last mo.

Portfolio Monitoring Team Lead(m/w/x)

Pfäffikon SZ
Full-timeWith Home OfficeSenior

Description

As a Portfolio Monitoring Team Lead, you will oversee a dynamic team focused on data extraction and quality assurance, driving operational excellence while adapting to growing data demands. Your leadership will foster a culture of collaboration and continuous improvement, ensuring timely insights for stakeholders.

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Requirements

  • •Extensive experience in private markets operations, portfolio monitoring, data analytics, or related roles
  • •Strong expertise in investment metrics and operational KPIs
  • •Relevant qualifications such as CFA, CAIA, or equivalent
  • •Experience of private markets systems such as DealCloud, Investran and iLEVEL
  • •Degree in business administration, operations management, or a related field
  • •Several years of professional experience in operational management and process improvement
  • •Proven ability to manage end-to-end operational activities within defined timelines and KPIs
  • •Strong understanding of data governance and data quality frameworks
  • •Demonstrated ability to triage, prioritize, and execute requests based on business impact
  • •Experience in leading teams and fostering a culture of accountability, collaboration, and continuous improvement
  • •Exposure to system implementations or organizational change initiatives
  • •Strong communication and stakeholder management skills in English; German would be an asset
  • •Analytical mindset with high attention to detail and ability to deliver under tight deadlines
  • •Proactive, solution-oriented, and motivated team player

Education

Bachelor's degree

Work Experience

8 years

Tasks

  • •Lead and manage data extraction and request handling processes
  • •Ensure delivery within defined SLAs, timelines, and KPIs
  • •Proactively identify and address operational risks and quality issues
  • •Drive continuous improvement in data quality and process efficiency
  • •Scale operational capabilities and resources with business growth
  • •Motivate and develop the portfolio monitoring team
  • •Foster a culture of accountability and collaboration
  • •Champion change and support adoption of new tools and processes
  • •Identify and implement process improvements and automation opportunities
  • •Encourage team suggestions for operational enhancements
  • •Support larger strategic change initiatives with project teams

Tools & Technologies

DealCloudInvestraniLEVEL

Languages

English – Business Fluent

German – Basic

Benefits

Modern Office

  • •Modern working conditions

Flexible Working

  • •Work-from-home options
  • •Flexible hours

Additional Allowances

  • •Home office allowance

Informal Culture

  • •Diverse culture

Learning & Development

  • •Professional development
  • •Training opportunities
  • •Language skills enhancement

Mentorship & Coaching

  • •Personal growth

Competitive Pay

  • •Favorable terms for investment programs

Corporate Discounts

  • •Use of banking products and services
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of LGT Capital Partners AG, Pfaeffikon and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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