Offers

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

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

We are seeking a highly skilled and motivated Developer to join our Risk IT function. This role will play a crucial part in developing and maintaining our risk management systems and infrastructure, primarily hosted on the cloud. The ideal candidate will possess a strong understanding of financial products, risk management data sets, and practical experience with cloud services and most recent big data related technologies.

Key Responsibilities

• Build and maintain risk management applications and tools on cloud infrastructure.
• Implement and optimise models for evaluating financial products and their associated risks (Greeks, P&L, VaR, stress tests, scenarios, etc.).
• Enhance data quality and ensure the integrity of market risk, credit risk, and liquidity risk datasets.
• Develop high-quality code in Python, R, and C++/Java to support various risk management functions.
• Collaborate effectively with risk management teams, traders, and front office IT teams to understand their needs and deliver robust solutions.
• Take ownership of the data quality delivered, ensuring accuracy and reliability in all risk management processes.
• Utilize Jira, Kanban, Scrum, and other agile methodologies to organize and manage delivery processes within the team.
• Stay updated with the latest developments in cloud services and financial risk management practices.

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.

Vous vous sentez à l’aise dans le monde digital et vous souhaitez faire évoluer les processus et développer de nouvelles idées?

Votre job consistera à  :

• contrôler et traiter les documents de nos clients conformément à la réglementation interne et externe en vigueur
• saisir les données client dans différents systèmes et vérifier l’exactitude
• assurer le support des collaborateurs du front office dans la gestion des nouvelles
• ouvertures et de la maintenance des relations clients
• répondre aux questions et / ou réclamations émanant du Front Office via le système de tickets
• appliquer les réglementations en vigueur
• contribuer à notre excellence ainsi qu’à l’amélioration continue des processus et des services

Votre mission sera d'apporter un support administratif à un portefeuille de clients attribué à plusieurs gérants. Vos responsabilités :

• Ouverture et clôture de comptes
• Régularisation de documents juridiques
• Clarification des transactions à risques accrus
• Passation d’ordres de bourse, transferts et autres opérations bancaires
• Vérification de la bonne exécution des opérations
• Tenue des échéanciers et renouvellement de placements
• Obtention de toutes informations documentaires relatives aux flux financiers et de support au KYC
• Préparation de visites clientèle et mise à jour régulière des documents à faire signer
• Production de documents, rapports, présentations sur demande
• Administration de la correspondance
• Gestion d'agenda et planification de rendez-vous
• Préparation des demandes de crédit et gestion du portefeuille de cartes de crédit
• Soutien administratif divers (gestion de correspondance, préparation de comités, gestion de l'archivage des dossiers, élaboration de présentations, organisation de réunions et de conférences téléphoniques, etc.)
• Préparation et suivi des notes de frais