Technology & Operations Division is the partner of Wealth Management, Asset Management and Asset Servicing for technological infrastructure, custodian activities and funds administration. The Regulatory - Investments Team is part of the Client Register, Tax & Reporting Department which provides a broad range of custodian services and regulatory operations.
Based in Geneva, you will be joining a dynamic team of eight, central in supporting the growth of the regulatory requirements related to investments. You will be in charge of documentary processes relating to tax matters for investments in funds
- Provide our counterparties with QI/FATCA information.
- Manage the documents flow for investments in US partnerships.
- Ensure a timely follow up with internal and external stakeholders.
- Collaborate with front officers, other operational teams and tax advisors
- CFC or University degree in Law, Business and/or Economics.
- Experience in funds operations or with tax and regulatory matters such as QI/FATCA is an asset.
- Rigorous, autonomous and solution provider.
- Advanced user of Excel and generally at ease with new IT systems.
- At ease expressing yourself in both French and English, with the relevant written proficiency to draft correspondence and discuss complex matters with both internal and external parties, whether native speakers or not.
- Must be resident in Switzerland or willing to relocate.
As the chosen applicant you will show energy and enthusiasm in your work. You will be trustworthy, able to show discretion and keep in mind that client’s interests and excellence in what you deliver is what matters the most. Furthermore, you will stand out owing to your excellent teamworking skills.