Alternative Specialist

Tasks

• Fulfill the role and responsibilities as a member of the Alternative Specialist Team.
• Work closely with Relationship Managers (RBM), Investment Advisory (IA), and Fund Execution (Fx) to identify the most suitable investment vehicles.
• Monitor the specific target assets of the participating alternative investment vehicles to ensure efficient and accurate execution.
• Perform administrative functions on behalf of the Alternative Specialist Team in the Middle Office.
• As a technical expert in alternative investments, work directly with Range Markets, Middle Office, and Fx, and serve as a buffer between RM, IA, Fx, and other stakeholders.
• Monitor and coordinate the automated onboarding process, including all documents required to onboard a new alternative investment product in the middle office and FinSet.
• Work closely with RM and Fx to define explanatory statements and increase customer interest.
• Research, compile, and present investment materials and relevant sources, including investment and sales guidelines.
• Analyze client mandates and discuss investment objectives with clients; monitor client mandates and help provide alternative investment solutions and client services.
• Develop presentations and investment updates for RM, IA, Sx, and other internal stakeholders, covering investment objectives, performance updates, research, and, if necessary, adjustments to the client’s investment mandate.
• Organize the AILM Investment Committee, keep members informed about the monitoring of client mandates (e.g., new investment opportunities), and report on direct client investment mandates to the AILM Investment Committee.
• Promote investment opportunities and thematic ideas through a clearly defined investment strategy and build long-term relationships while consistently creating value.
• Coordinate regular summits for private and institutional participants, investment rights, and thematic publications, including research platforms, macroeconomic developments, and portfolio changes.
• Manage all client tiers, the client portfolio, and all third-party assets.
• Review customer accounts and provide management solutions to maximize financial capital.
• Manage and oversee the implementation of the client's investment strategy.
• Monitor and manage the client portfolio, including all of the client's investments.
• Serve as the primary point of contact for the customer and coordinate with all internal departments.
• Work with the investment team to develop and implement investment strategies.
• Monitor the market and provide customers with regular updates.
• Prepare and present investment proposals and recommendations to the client.
• Actively manage risk in the client portfolio and ensure compliance with the client's risk profile.
• Manage the customer's relationship with other third-party providers.
• Ensure a smooth and efficient workflow for all customer inquiries.
• Keep detailed records of all customer interactions and investment decisions.
• Stay up to date on market trends and new investment products.
• Provide support in the development of new investment products and strategies.
• Work with the Legal Department to ensure compliance with all relevant regulations.
• Prepare reports for internal and external audits.
• Support the Business Development Team in identifying new business opportunities.
• Maintain a high level of professionalism and integrity in all customer relationships.
• Meet and exceed the customer's expectations and service level agreements.
• Work effectively with the sales team to market new products and services.
• To the full