Your team

Your role

• Coordinate and execute clients’ investment compliance review for funds and private assets.
• Identify and analyse relevant investments:
• Reconcile the status of our customers and their investments.
• Coordinate deposit transfers with the teams in charge.
• Follow each case through to resolution.
• Communicate with Client Relationship Managers and other stakeholders (operational teams, Legal & Tax advisors, Project Manager, Funds Administrators officerers)
• Other day-to-day team tasks may be assigned (various tax and regulatory requests from funds and private assets counterparties).

Your profile

• One year to five years’ experience in the banking sector in funds and private assets.
• University degree in Law/Economics or comparable studies, or the equivalent in work experience in the finance industry.
• Skilled user of Excel and generally at ease with new IT systems.
• Fast learner able to work in a dynamic regulatory environment.
• Capability to coordinate the review and collaborate with different stakeholders.
• Rigorous, discreet, a solution provider, able to manage priorities and a team player.
• Excellent analytical and organisational skills.
• Fluent in French and English with excellent communication skills.
• Resident in Switzerland.

Note

Diversity & Inclusion