Client Due Diligence Analyst / Fund Industry

coni + partner, established 1993, is a consultancy company with headquarter in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.

Our client is a bank in Zurich. We are looking for an on-boarding professional (m, w, d) with organizational skills as a

Client Due Diligence Analyst / Fund Industry

Aufgaben

Responsible for client onboarding of new and existing institutional investors as well as project management in the area of structuring and interlinking of the department / As the single point of contact for the client, co-responsible in a team of two professionals for the linking of investors with reference to mandates in the investment business / After onboarding, holistic and autonomous customer service with the support of the specialist departments / Early identification of customer needs / Responsible for verbal and written communication with institutional investors and establishment of a sustainable customer binding / Responsible for the smooth flow of data and information in the middle and back-office processes to external service providers / Single point of contact for banks and custodians related to Operations / Overseeing pre- and post-trade activities for Securities Operations and Corporate Action processes / Managing investment data and product information / Controlling ongoing automation of Operations processes / Supporting fund launches and product initiatives from an Operations perspective / Ad hoc project management.

Qualifikation

KV, Paralegal or Bachelor’s degree in Business Administration or Economics / Professional experience in a similar function in on-boarding clients in Asset Management, in fund management or an outsourcing firm / Investment product knowledge such as Equities, Fixed Income or Hedge Funds / Knowledge of middle and back-office processes / Experience with project management or with coordination function / Experience with automation / Interest in IT and data / Open minded / Team player / Skilled in dealing with different clients / Reliable and sustainable in working relationship / Good handling of MS-Office, Excel and PP / German and English.

Please apply by e-mail to contact(at)coni-partner. com. For additional information please call Mr. Ivano Coni +41 44 254 90 10.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

Tel.: +41 44 254 90 10