Investor Operations Paralegal – Private Markets Operations (Maternity cover: asap – 31 July, 2023)

  • Post Date: August 31, 2022
  • Applications 0
  • Views 176
Job Overview

The Private Markets Operations team is looking for a temporary position to cover maternity absence until 31 July, 2023.

Performing checks along with reviews where applicable on all aspects of the transfer agency value chain;

Provide support in on-boarding new investors from document review and system set up;

Monitor and support the on-boarding of new investors with external administrators;

Review and liaise with internal tax teams on issues relating to FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard);

Coordinate with internal and external business partners across multiple offices internationally.

Swiss KV degree (or equivalent);

2-3 years of experience in a similar role in the financial industry, preferably within asset management;

Relevant education/experience in the areas of AML/Compliance and/or FATCA/CRS are advantageous;

Excellent verbal and written language skills, both in English and German are essential;

Strong organizational and multi-tasking skills; you enjoy working on administrative tasks;

Positive mind-set and well-balanced team player with a high service and client orientation;

Trustworthy, discreet and self-dependent personality with an accurate and diligent working style.

Job Detail
  • Offerd Salary120,000 CHF
  • Career LevelOthers
  • Experience4 Years
  • GenderBoth
  • INDUSTRYBanking
  • QualificationMaster’s Degree
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