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Investment Controller (German & English)

Experis AG

Posted on Apr 7, 2022 by Experis AG

Zürich, Switzerland
Accountancy
1 May 2022
Annual Salary
Contract/Project

Investment Controller (German & English)

Experis is the global leader in professional resourcing and project-based workforce solutions. Our suite of services range from interim and permanent recruitment to managed services and consulting, enabling businesses to achieve their goals. We accelerate organisational growth by attracting, assessing and placing specialised professional talent.

On behalf of our client, a leading financial institution in Zürich, we are looking for an Investment Guideline Monitoring Specialist.

Overview of the project:

  • It is within the Investment Guideline Monitoring team which ensure adherence to the contractual and regulatory guidelines covering mandates and funds managed in AM CH/EMEA. The clients are mainly institutional investors such as pension funds, insurance companies and external management.

Responsibilities:

  • Daily monitoring of discretionary mandate contracts as well as Swiss, Luxembourgish and Irish funds using our investment management platform (BlackRock Aladdin, Bloomberg AIM).
  • Analyze and document violations of investment guidelines and interact with Portfolio Managers to resolve them in a timely manner.
  • Create monthly management reports summarizing the active and passive guideline violations.
  • Process and document pre trade requests from Portfolio Managers and approve trades prior to execution.

Skills:

  • 7+ years of experience in financial industry, in portfolio management, compliance, risk, internal audit
  • At least 5 years of hands-on experience in Investment Guideline Monitoring, investment compliance
  • Expert understanding of financial instruments including derivatives
  • Evidence of a deep understanding of the regulatory environment such as the Investment regulations for pension funds and for collective investment schemes (Switzerland, Luxembourg, Ireland)
  • Strong problem-solving skills and ability to work independently
  • Experience in working in an international work environment
  • Exposure to investment management platform Aladdin is a plus
  • Diligent work approach with respect for our risk and control obligations
  • Fluency in German and English is a must

Interested in this opportunity? Kindly send us your CV today through the link in the advert. However should you have any questions please contact Sophia Biafora.

Reference: 1557531360

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