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Student Support - Investor Operations 60-80%

Student Support - Investor Operations 60-80%

Student Support - Investor Operations 60-80%

Student Support - Investor Operations 60-80%

LGT Capital Partners AG

Finanzdienstleistungen

Pfäffikon SZ

  • Art der Beschäftigung: Vollzeit
  • Hybrid
  • Zu den Ersten gehören

Student Support - Investor Operations 60-80%

Über diesen Job

Job Description

We are looking for a detail-oriented and motivated student support to join our dynamic Investor Onboarding team. As a student support, you will play a key role in ensuring the integrity of our investor data and supporting the seamless integration of new investors into our systems. You will work at the intersection of investor service, tax compliance, and process optimization.

This student position is designed to be a full-time role during the semester breaks and offers flexibility during studies with approximately 2-3 working days per week. This is a great opportunity for students who are able to commit to this role for a minimum of 18 months, ideally for several years during their studies.

In this role, you will be empowered to take ownership of the following areas:

  • Data Integrity & Maintenance: validate and update investor data within our internal referential systems to ensure 100% accuracy and consistency;

  • Ad-Hoc Support: execute various administrative and operational requests as they arise to support the broader onboarding team;

  • Process Innovation: Contribute to ongoing projects aimed at enhancing our internal processes and developing more robust system functionalities;

  • Regulatory Compliance: review and partner with our internal Tax Teams to navigate FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) requirements, ensuring all documentation is compliant;

  • Stakeholder Coordination: act as a bridge between departments to resolve internal and external queries efficiently.

Requirements

  • A bachelor's or master's degree program is currently being pursued (or similar);

  • You are interested in institutional clients and keen to understand the behind-the-scenes mechanics of investor onboarding;

  • You are fluent in English and German (written and spoken);

  • You are a strong team player with excellent communication skills;

  • You maintain a high level of trust, discretion, and professionalism;

  • You have a keen eye for detail-oriented administrative tasks;

  • You demonstrate efficiency, accuracy, organization, and flexibility;

  • You have a strong ability to take ownership and responsibility for various tasks;

  • You are proficient in Microsoft Office; experience with database management is a bonus.

Kindly note: visa sponsorship is not offered for this role.

Please submit your application documents such as CV, cover letter, diplomas, transcripts and reference letters directly online.

Benefits

  • Home Office: after the successful introduction period you will have the option to work a maximum of 40% of your time from home in Switzerland. Additionally you get a Home Office allowance;

  • We encourage the use of public transportation and support you with a discounted ZVV Bonus Pass or a contribution to the SBB Generalabonnement;

  • The LGT Sports club offers various activities such as a running club, outdoor workouts, and participation in sports events;

  • A diverse culture full of mutual respect, teamwork and appreciation awaits you at LGT Capital Partners - as a global firm, LGT Capital Partners continues to evolve and expand the focus of our diversity, equity and inclusion trainings and initiatives;

  • We are proud to be owned by the Princely family of Liechtenstein and our successful company is greatly inspired by their entrepreneurial attitude;

  • Commitment to ESG since 2003: we believe that a long-term approach, coupled with a strong focus on environmental, social and governance (ESG) principles, is essential to achieve sustained success. We seek to operate sustainably in our investments, as an employer, in the community and in our own operations .

Contact Information

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.

Roberta Della Marca LGT Capital Partners AG, Pfaeffikon

Contact:

+41 58 261 89 19

Unternehmens-Details

company logo

LGT Capital Partners AG

Finanzdienstleistungen

201-500 Mitarbeitende

Freienbach, Schweiz

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