Eileen Salis Email & Phone Number

Pfäffikon, Zurich, Switzerland

LGT Capital Partners is a leading global specialist in alternative investing with over USD 100 billion in assets under management and more than 700 institutional clients in 44 countries. An international team of over 800 professionals is responsible for managing a wide range of investment programs focusing on private markets, multi-alternatives and.

Zürich Area, Switzerland

• Management of the day-to-day client relationships
• Responding to all client and prospect requests
• Client reporting
• Management and completion of RFP's/RFI's/DDQ's
• Work alongside 3rd party marketers, distributors and introducer's
• Oversee marketing and communication channels to promote products and services (press, website, social media, etc.)

Zürich Area, Switzerland

• Monthly reconciliation and submission of external funding requests for various Projects/Programs
• Monthly Headcount/Cost Analysis for COO division to help with monthly/yearly forecast
• Various other costs, forecasting, spreadsheets and presentations for Managing Director
• Responsible for the admin costs of team (visas, expense reports, invoices, T&E budget, etc.)
• Personnel administration (entry/exit of staff, IT orders, etc.)
• Executive support to MD of CRO Change division

Zürich, Switzerland

• Monitoring and analysis of various investment holdings.
• Development of new business plans.
• Research and planning for real estate holdings and possible real estate acquisitions.
• Providing general, administrative, and investment management for private clients.
• Ad hoc research/projects.

Zürich Area, Switzerland

• Requests for Investment Proposals. (RFP)
• Responsible for client accounting and maintenance ensuring daily settlement of all activity on each client’s account.
• Trade orders, execution, verification and reconciliation.
• Weekly, Monthly, Quarterly, Yearly reporting including portfolio valuations for each client.
• Support Private Banking activities and correspond with Partner Banks daily.
• Independent research projects for the Directors varying from Emerging Markets, Luxury Goods, Strategic Partnerships, Niche Portfolio Development, as well as Ad hoc analysis/reports.

Tulsa, Oklahoma Area

• Responsible for all functions of Accounts Receivable/Payable & Payroll department.
• Helped create a quick reference database to manage critical license and insurance info automatically prompting alarms when certificates, licenses, etc. need to be replaced or renewed.
• Monitored credit of accounts to ensure all were in good standing and current.
• Performed due diligence on potential new carriers to ascertain compliance with all government and safety regulation.

Tulsa, Oklahoma Area

• Assisted 15+ field representatives by establishing corporate credit and providing extensive correspondence with customers.
• Prepared corporate contracts and rate proposals for clients throughout the United States, Canada and Mexico.
• Coordinated annual company events, corporate dinners, conferences, client visits and all travel for Director, Vice-President and Sales Representatives.