Private Markets Specialist (m|f|x) Zurich

Rothschild & Co is a leading global financial services group with seven generations of family ownership and a history spanning over 200 years at the center of the world’s financial markets.

Our expertise, intellectual capital, and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities, and the planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions—Global Advisory, Wealth Management, Asset Management, and Five Arrows.

As a family-controlled business built on relationships, we place a strong emphasis on our people and on finding the right colleagues to drive our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where diverse perspectives are valued. We are focused on attracting, recruiting, developing, retaining, and advancing high-caliber talent to ensure that we and our clients benefit from the value of diversity.

We are currently seeking a Private Markets Specialist to join the Private Markets Group within our Wealth Management business in Switzerland. The successful candidate will support the growth of our Private Markets platform by promoting and distributing discretionary mandates, advisory solutions, in-house strategies (Five Arrows), and selected third-party opportunities.

The position is based in Zurich. The key objective of the role will be to drive the adoption and growth of Rothschild & Co’s Private Markets offering in Switzerland by serving as the commercial and technical specialist for both Private Markets discretionary mandates and Five Arrows investment solutions.

Tasks

• Support the growth and distribution of the Bank’s Private Markets offering throughout Switzerland.
• Promote Private Markets discretionary mandates, advisory solutions, Five Arrows strategies, and selected third-party opportunities.
• Partner with Client Advisors in meetings with clients and prospects.
• Provide training and market updates to Client Advisors.
• Prepare presentations, marketing materials, and investor communications.
• Organize Private Markets events, roadshows, and client seminars.
• Provide reports on fundraising, sales activity, and market developments.
• Support the portfolio management team.

Profile / Your qualification / Your personality

• A university degree in finance, economics, business administration, or a related field.
• CFA, CAIA, or equivalent qualifications are preferred.
• Strong PowerPoint and Microsoft Office skills.
• 8 years of relevant experience in private markets at a bank, family office, or asset management firm.
• Strong knowledge of private equity, private debt, infrastructure, and real estate.
• Proven experience in fundraising, business development, or sales.
• Strong understanding of fund structures, portfolio construction, and cash flow dynamics.
• Experience in private market portfolio management would be a plus
• Fluent in German and English; Swiss German is an advantage. French is a strong plus.
• Strong communication, presentation, and relationship management skills.

That awaits you

• Rothschild & Co is committed to safeguarding and enhancing the health and well-being of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits designed to support their overall well-being.
• We strive to create a work environment and culture where people can thrive.
• We offer a variety of in-house training programs, as well as tuition assistance for continuing education and training courses.
• Everyone can choose to incorporate agile working principles into their workweek. We believe there are opportunities for all of us to enhance our work lives and outcomes by adopting a more flexible approach to where and when we work, and up to 40% of your work time can be performed from home.

Share this offer on LinkedIn →

Location

Zollikerstraße 181, CH-8008 Zurich