Job Description

Role:
 Product Specialist (Analyst or Senior Analyst) 




 Location:
 Zug / Zurich (Hybrid 3 days in Office) 




 Contract Type:
 Permanent (Full-time) 




  





  





About Capital Dynamics:




 Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries, and co-investments) and clean energy.
 



  





 Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia.
 



  





 Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy.
 



  





Role Purpose:




 Working as part of the Capital Dynamics – Solutions and Product Development & Strategy (PDS) team, the Product Specialist (Analyst or Senior Analyst) will support the Private Equity business in developing and marketing CD’s funds and product offering globally.
 



  





 The Product Specialist will have the opportunity to develop a deep understanding of Capital Dynamics’ Private Equity platforms and in-depth knowledge of the broad spectrum of functions conducted within a global asset management firm. The individual will gain immediate exposure to the global Capital Dynamics team, enabling them to build their professional network and interact with colleagues across divisions and regions, while also benefiting from the brand and professionalism of this new environment.
 



  





Key Tasks and Responsibilities:



* Support fund/product launches for all Private Equity offerings and related programs.
* Participate in developing fund updates and other product collateral for the Private Equity business.
* Create compelling and high-quality marketing materials following the Firm’s highest standards for investors with the support of the respective Capital Dynamics investment teams.
* Provide accurate and timely responses to client and prospect inquiries.
* Develop a deep understanding of our private equity strategies to create and maintain standardized question responses.
* Oversee the creation of client communications, reports, and investment summaries, in close coordination with client relations and investment management teams.
* Support the production of monthly product memorandums with input from key stakeholders within the firm.
* Support ongoing fundraising processes for in-the-market funds.
* Manage and organize data rooms and coordinate access for existing clients, prospective clients, and our internal Sales team.
* Work closely with Investment Management and Legal & Compliance teams to ensure that marketing materials are following the Firm's policies and disclosure requirements.
* Collaborate closely with Legal and Compliance teams to ensure all products adhere to regulatory requirements, and that marketing materials align with the firm’s policies and disclosure standards.



  





Skills and Attributes:



* A minimum of 12 months relevant work experience.
* Knowledge of or keen interest in the private equity market, or willingness to learn more about these sectors.
* Relevant experience and demonstrated success in a similar role in the financial industry or experience in the investment management industry is a plus.
* Understanding of basic private equity terminology (i.e. IRR, NAV, MOIC, Yield).
* Ability to meet deadlines and exhibit strong time management skills.
* Curiosity, willingness to learn, and ability to think critically.
* Understanding of the needs of institutional investors is desirable.
* The ability to thrive in an environment where constructive critique is the norm.
* Experience in producing professional client presentations and/or reports.



  





Education and Qualifications:



* Ideally a master’s degree, preferably in business, economics, finance, mathematics, or engineering, etc.
* Exceptional proficiency in MS Word, MS PowerPoint, and MS Excel.
* Strong marketing/writing skills and attention to detail.



  





Language Skills:



* Must be fluent in
 English, German, and Italian 
 and display superior English writing skills (essential requirement).
* Additional language skills, preferably French, are highly desirable, though not essential.



  





  





Diversity & Inclusion:




 Capital Dynamics is an Equal Opportunity Employer and is committed to creating a globally diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion (“D&I”) is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.