Investor Operations Specialist – Private Markets Operations 80% – 100%

elouisehetrick
  • Post Date: October 4, 2022
  • Applications 0
  • Views 549
Job Overview

The role includes the following tasks:

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;

Participation in various ongoing projects, particularly in terms of process enhancements and system developments.

Swiss KV degree (or equivalent);

At least 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/CR are advantageous;

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

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

Trustworthy, discreet and self-dependent personality who enjoys administrative tasks;

Strong organizational and multi-tasking skills;

Accurate and diligent working style.

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