LGT Capital Partners AG, Pfaeffikon
Portfolio Monitoring Team Lead(m/w/x)
Full-timeWith HomeofficeSenior
Pfäffikon SZ
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LGLGT Capital Partners AG, Pfaeffikon
Portfolio Monitoring Team Lead(m/w/x)
Pfäffikon SZ
Full-timeWith Home OfficeSenior
Nejo AI Summary
Leading data extraction and request handling for sustainable private markets investment oversight. CFA/CAIA qualification and private markets systems experience (DealCloud, Investran, iLEVEL) essential. Flexible hours, work-from-home options, home office allowance.
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
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
Work Experience
- 8 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- German – Basic
Tools & Technologies
- DealCloud
- Investran
- iLEVEL
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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LGLGT Capital Partners AG, Pfaeffikon
Portfolio Monitoring Team Lead(m/w/x)
Pfäffikon SZ
Full-timeWith Home OfficeSenior
Nejo AI Summary
Leading data extraction and request handling for sustainable private markets investment oversight. CFA/CAIA qualification and private markets systems experience (DealCloud, Investran, iLEVEL) essential. Flexible hours, work-from-home options, home office allowance.
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
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
Work Experience
- 8 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- German – Basic
Tools & Technologies
- DealCloud
- Investran
- iLEVEL
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.
About the Company
LGT Capital Partners AG, Pfaeffikon
Industry
FinancialServices
Description
The company is committed to sustainable investment and professional development, inspired by the Princely Family of Liechtenstein.
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