Coni + partner, a consultancy company established in 1993, offers custom-fit staffing services tailored to corporate culture.
We specialize in matching professional skills, references, and personal/social skills of successful candidates with client needs.
Job Overview:
An experienced IT professional is sought for a role at a bank in Zurich.
Responsibilities:
1. Evaluating, documenting, and communicating investment guidelines.
2. Drafting and implementing new or revised guidelines.
3. Fostering collaborative relationships with teams across the organization.
4. Collaborating with legal, compliance, client services, portfolio services, product managers, and fund managers.
5. Ensuring regulatory requirements and investment guidelines are met within systems and processes.
6. Implementing investment guidelines within the portfolio compliance system.
7. Identifying and reporting deviations from investment guidelines to relevant stakeholders.
8. Providing guidance on internal and external queries.
9. Maintaining the portfolio compliance system.
10. Supporting various risk-related projects.
Requirements:
1. University studies in banking, finance, or economics.
2. CIA, CISA certifications.
3. IT affinity.
4. Experience in a similar role within the financial services industry.
5. Proficient knowledge of common portfolio compliance systems.
6. Understanding of the regulatory framework.
7. Strong analytical and quantitative skills.
8. Professional integrity and ability to interact with colleagues firmly and professionally.
9. Proficiency in Excel.
10. Swiss working permit.
11. Communication skills in English and German (C2/C1 level).