Investor Operations Specialist

• Bachelor’s degree in finance, economics, business administration, or a related field;  

• 5 years of experience in a similar role in the financial industry, preferably in private equity/private credit  

• Positive, client-centric mindset with a strong service orientation; 

• Working knowledge of AML/Compliance regulations; 

• Excellent English writing and communication skills, familiarity with working in an international firm preferred; 

• Strong team player with excellent communication skills; 

• Maintain a high level of trust, discretion, and professionalism;  

• Keen eye for detail-oriented administrative tasks;  

• Demonstrate efficiency, accuracy, organization, and flexibility;  

• Strong ability to take ownership and responsibility for various tasks.  

• Proficient in Microsoft Office; experience with database management is a bonus. 

• Willingness to travel to Switzerland and other offices from time to time 

Benefits 

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

• Current hybrid schedule with three (3) days a week in the office; 

• Healthcare w/HSA – both paid at 100%; 

• Dental/Vision Package; 

• 401k Plan participation; 1:1 match up to 6% (Traditional & Roth); 

• Long-term disability & Life insurance; 

• Commuter benefits; 

• Discounted gym reimbursement; 

• 14-weeks Parental leave paid at 100%; 

• 20 Vacation days; 16 paid holidays; 

• One time remote work stipend of $1,000