Offers

We are seeking a Business Analyst to join our sustainability team, focusing on enhancing our reporting processes in compliance with the EU Corporate Sustainability Reporting Directive (CSRD), EU Taxonomy reporting and sustainability reporting requirements under the Swiss Civil Code.

You will play a crucial role in analysing, compiling and aggregating data pertinent to sustainability reporting for financial institutions and contribute to the drafting and refinement of our sustainability reports.

You will be in charge of:

• Data management: Collect, analyse and aggregate sustainability data from various internal teams and create required data to meet ESRS, EU Taxonomy and Swiss Civil Code requirements.
• Reporting: Assist in writing and editing sustainability reports, ensuring they meet the regulatory guidelines and effectively communicate our sustainability initiatives and performance.
• Collaboration: Work closely with internal stakeholders across different departments ensuring alignment with broader sustainability goals.
• Process documentation: Identify and implement process documentation, including improvements to enhance the efficiency and accuracy of our sustainability reporting.
• Compliance monitoring: Keep abreast of regulatory changes in sustainability reporting standards and advise on necessary adjustments to data collection and reporting practices.

You will not only develop the technical and interpersonal skills needed in your future career; you will also be given the opportunity to build a network of peers within the company, by assisting in origination, execution, and distribution of corporate finance transactions.

Your responsibilities:

• Support on marketing and coverage work across industries and products
• Support on the preparation of client presentations
• Assist with financial modelling and valuation analysis (e.g. comparable company analysis, precedent transactions, DCF, LBO, etc.)
• Support on the execution of transactions from pitch to close (e.g. public and private mergers, acquisitions and divestitures across all sectors, equity capital markets, and debt capital markets advisory)
• Research, gather, and analyse market and financial information

Responsibilities

Client Tax Reporting

• Assisting in the production of country specific Client Tax Reports
• Monitoring and implementing new tax rules
• 1st level support for inquiries from client advisors
• Collaboration in projects on tax-related topics and technical implementation of existing or new processes

Tax Reclaim Service

• Preparing and transmitting of data files to the outsourcing provider
• Monitoring of tax reclaim requests with the outsourcing provider
• Ensuring the reimbursement chain to the clients
• 1st level support for inquiries from client advisors
• Assisting in the continuous improvement and further development of the entire tax reclaim process to ensure highest quality

Operational & Regulatory Taxes

• Reconciliation and preparation as well as monitoring and delivery of Swiss stamp taxes (Form 9) and Supplementary withholding taxes (Form 182)
• Monitoring and invoicing of Swiss stamp taxes for Ex-Custody clients
• Monitoring and updating the withholding tax rates according to the Double taxation treaty (DTT) for Swiss and Foreign clients
• Supporting function in further regulatory tax reporting topics such as:
  - U.S. Qualified Intermediary
  - U.S. FATCA
  - Automatic Exchange of Information (CRS Reporting)
• Identifying new opportunities for process improvements and improve the efficiency and control environment

Regulatory Transaction Reporting

• Monitoring and handling of FinfraG, MiFIR and EMIR Transaction Reporting
• Recognizing and solving issues
• Contact person for institutional clients and requests
• Ensure compliance with all regulatory and transactional tax reporting obligations

The successful candidate will have a varied and hands-on role working with the Business to understand their requirements and translate them into IT solutions using the Avaloq platform. As a member of a team, it is important the candidate shows flexibility, proactivity and responsibility.

Responsibilities

• Business Interaction - Working directly with the business to understand their business processes and find ways to improve these through smart and practical Avaloq parameterization solutions
• Requirements Analysis - Bring a structured and methodical approach to analyzing and visualizing complex Business requirements, mapping these to possible extensions to the Avaloq framework and translating these into clear and precise requirements documentation
• Project Delivery – Define, implement technical solutions either directly, through interaction with IT colleagues from different areas or external consultants
• Parameterization – Convert Specifications into Avaloq functionality through the wide range of parameterization options to meet the Business needs. In particular:
• Enhance Workflows, Context Actions, Order Validations and Static Data
• Setup of rules for the different kinds of rule engines
• Write/Enhance dedicated business reports
• Configure the messaging framework to connect to surround systems
• ...

Vous appréciez le contact, vous connaissez les bases de l'activité bancaire et vous souhaitez vous développer dans le conseil ou dans d'autres domaines du secteur ? Nous sommes à la recherche d'un conseiller clientèle privée. Vos tâches principales :

• Au bureau, vous représentez UBS, accueillez chaleureusement les clients et assumez le rôle d'hôte.
• Vous conseillez les clients sur les thèmes de la prévoyance et de l'établissement et développez votre expertise dans ces domaines.
• Et enfin, vous enthousiasmez les clients pour le monde numérique et les aidez à utiliser l'e-banking, la banque mobile ou TWINT

Au sein de l’unité Clientèle Privée, vous intégrerez le département des Gérants Externes (EAM), où vous apportez du support à une équipe dynamique et en pleine croissance.

Mission :

• Supporter l’équipe de chargés de relation EAM afin d’offrir en permanence un service premium à une clientèle professionnelle exigeante.
• Assurer les suivis administratif et opérationnel avec proactivité et indépendance, en lien direct avec la clientèle.
• Participer à l’effort commercial de l’équipe par une implication personnelle et un fort sens du service.
• Avec l’aide des chargés de relation, connaitre et orienter les clients parmi l’éventail d’outils, services et solutions de la banque.
• Assurer la liaison avec l’ensemble des services et contreparties internes afin d’apporter des réponses rapides et exactes aux demandes des clients.
• Effectuer la vérification et la passation d’ordres de transferts.
• Assurer la mise en conformité de documents, justificatifs et dossiers.
• Gérer de manière impeccable les ouvertures de compte standard.

Translated with DeepL.com (free version)