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Investment Controller - (Simcorp, Thinkfolio)

Eingestellt von Streamline Connections

Gesuchte Skills: Controller, Consultant, Support

Projektbeschreibung

Investment Controller - (Simcorp, Thinkfolio)

The project involves the migration of about 2'500 investment restriction rules from system Simcorp to Thinkfolio. The rules are migrated by IT specialists and we are looking for resources to support us

a)either in business acceptance testing of the migrated rules

OR

b)in the daily business of the investment controlling function.

Start would be at the beginning of May (possibly June), end of project is planned 31 December.

Responsibilities
a)business acceptance testing of migrated rules
*systematic testing of the functionality of migrated investment compliance rules in the target system ThinkFolio, comparison with results in the former system Simcorp and follow up on any deviations in the results.
*Focus is on Swiss and Luxembourg domiciled funds and on discretionary mandates.

OR

b)support in the daily business of the Investment Controlling function

*Daily investment guidelines monitoring of our funds (regulatory guidelines as well as portfolio specific guidelines) and discretionary mandates (regulatory guidelines as well as portfolio specific guidelines)
*Answering questions from internal and external portfolio managers regarding eligibility of financial instruments and/or investment strategies (including pre-trade approvals)
*Participation in internal projects as risk management representative for fund launches or repositionings of existing products
*Close collaboration with other departments, in particular with Legal & Compliance (wording of investment policy in fund prospectus) and Data Services (data quality, instrument classification)

Requirements

*University degree or similar in Business Administration or Economics, ideally complemented by an additional education in the area of financial industry (CFA, AZEK, FRM, etc.)
*3-5 years of practical experience in the asset management or banking industry in one of the following areas: Investment Controlling, Risk Management, Compliance or External Audit
*Good knowledge of financial instruments and financial markets
*Good knowledge of the Swiss and European fund regulation as well as the Swiss Pension Plan regulation in respect of investment guidelines (CISO, BVG/BVV2, UCITS and ESMA guidelines, German KAGB)
*Experience with Investment Controlling systems (in particular Simcorp Compliance Manager or Thinkfolio) and/or databases is a plus
*Good communication skills (oral and written) is German and English

Investment Controller - (Simcorp, Thinkfolio)

Due to the high volume of CV responses for this role, we may not be able to contact all applicants. If you have not heard back from us in 5 working days, we would encourage you to contact the consultant directly.

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Projektdetails

  • Einsatzort:

    Zürich, Schweiz

  • Projektbeginn:

    asap

  • Projektdauer:

    6 - 9 months

  • Vertragsart:

    Contract

  • Berufserfahrung:

    Keine Angabe

Geforderte Qualifikationen

Streamline Connections