Job offer
Private Markets Fund Specialist 100% (f/m/d)
The Private Markets Fund Specialist at Julius Baer is responsible for advising and supporting clients and internal stakeholders with regard to private markets funds. The role involves compiling recommendation lists, identifying market opportunities, and conducting sales and investment campaigns.
Job description
Tasks
- Advising, supporting, and guiding clients and internal stakeholders on private markets funds
- Developing and maintaining a deep understanding of investment products and market trends within private markets and beyond
- Selection and identification of specific product ideas and creation of recommendation lists
- Creation or contribution to the creation of marketing materials, publications, and presentations related to investment products
- Participation in customer meetings to convey product knowledge and expertise to demanding end customers
- Driving sales and investment campaigns based on an understanding of customer and stakeholder needs
- Education and training of internal stakeholders on investment products and market trends to improve product knowledge and expertise within the organization
- Supporting the organization in hosting customer and/or internal events to present investment products and expertise
Requirements
- Knowledge of alternative investments and private markets
- Familiarity with fund structures, regulatory frameworks, and fund transactions
- Familiarity with the universe of private market managers and industry trends
- Team player with strong self-motivation, service-oriented personality, and excellent interpersonal skills
- Strong communication and presentation skills
We offer
No explicit benefits mentioned.Job details
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