Product and Client Solutions Specialist (Separate Accounts)

Pfäffikononsitemid

Posted 2w ago · via Workday

About this role

Job Description The Product and Client Solutions team acts in between the investment management teams and relationship managers and is responsible for a variety of activities throughout lifecycle of various investment solutions. These activities include the servicing of institutional separate account clients, preparing client specific materials, and responding to various questions and requests from clients and prospective clients. The team plays a crucial role in successful capital raising for both funds and tailored client solutions, ensuring high-quality client service throughout the process. We are seeking a highly motivated professional to join our team, predominantly focusing on separate accounts investing in private markets.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: go, cassandra, teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Pfäffikon. We weight your proximity and willingness to relocate.

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Skills in this role

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gocassandrateams

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