Job offer

Investor Reporting Professional (Maternity Cover -12 months)

The position as Investor Reporting Professional (Maternity Cover - 12 months) at LGT Capital Partners Ltd. in Pfäffikon, Switzerland, involves coordinating investor reporting, managing a team of 5 professionals and working with various departments. The ideal candidate will have at least 8 years of experience in the private equity industry and a professional qualification in finance or accounting.

Job description

The Private Markets Financial Operations team is looking for an experienced candidate to join our Investor Reporting team on a 12-month temporary basis, ideally starting mid-September 2025.

Tasks

  • Coordinate and collaborate effectively with cross-functional teams, including fund accounting, legal, compliance, tax, investment management and investor relations;
  • Consult with senior management on critical issues and present 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 and act as the voice of investor reporting;
  • Develop, implement and improve internal procedures and processes to ensure efficiency, accuracy and scalability;
  • Act as an escalation point for complex or sensitive issues within the team and from external stakeholders;
  • Überwachen Sie die Überprüfung von regulatorischen Berichtsabgaben, um die volle Einhaltung relevanter Richtlinien und Fristen sicherzustellen;
  • Koordinieren und führen Sie Qualitätsprüfungen von Ergebnissen durch, die von anderen Teams vorbereitet wurden und das Investor Reporting betreffen;
  • Treffen Sie operative Entscheidungen auf Team-Ebene, verwalten Sie Risiken und sicherstellen Sie die Exzellenz der Servicebereitstellung.

Requirements

  • Mindestens 8 Jahre relevante Erfahrung in der Private-Equity-Industrie, mit starker Exposition gegenüber Investor Reporting, Fondbetriebsführung oder Finanzberichterstattung;
  • Professional qualification in finance or accounting (e.g. CPA, ACCA, CFA or equivalent) is strongly preferred;
  • Proven experience in leading and developing high performance teams;
  • Starkes Verständnis von regulatorischen und branchenbezogenen Berichterstattungsanforderungen im Private-Equity-Bereich;
  • Proven ability to lead process improvements and contribute to strategic planning;
  • Ausgezeichnete Kommunikations- und zwischenmenschliche Fähigkeiten, mit der Fähigkeit, sich selbstbewusst mit hochrangigen Interessengruppen auseinanderzusetzen;
  • High level of attention to detail, analytical thinking and problem solving skills;
  • Ability to work under pressure in a dynamic environment and manage multiple priorities effectively.

What you can expect

  • We are proud to be owned by the Princely Family of Liechtenstein and our company is inspired by its entrepreneurial spirit;
  • Verpflichtung zu ESG: unser Ansatz zum Geschäft wird von der langfristigen Perspektive der Fürstlichen Familie beeinflusst. Nachhaltigkeit ist für uns ein wichtiger Punkt und hat unsere Handlungen seit 2002 geprägt;
  • International, multicultural working environment.

Job details

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