Cross Investment Solutions Assistant

vor 2 Monaten


Geneve, Schweiz Société Générale Vollzeit

**Responsibilities**:
**Responsibilities**

Société Générale Private Banking, the wealth management division of Société Générale, ranks among the leaders of the Private Banking sector. Due to the expertise of our teams specialized in wealth management, we provide our clients with a comprehensive and personalized approach to their needs. Through Société Générale Private Banking network, business line dedicated to wealth management, we offer our customers a full range of services and the necessary expertise to develop both complete and various solutions: wealth planning, asset management (discretionary, advice), direct access to the trading floor, banking services and investment advice.

**Mission**:
Within the Wealth Management Solutions department, you will be in charge of monitoring transactions and positions for advisory and discretionary mandates in line with all internal and regulatory obligations, including but not limited to LSFIN regulation, SBA directives, internal directives or Client constraints.

This role will be to support the Front officers in the execution of these regulatory and contractual duties, as well as performing second level controls on these activities.

Being part of the Cross Investment Solutions team, your daily tasks will also be extended to back up and assistance with other control tasks (control of account under management, specific credit controls), projects and transversal activities.

**Tasks and responsibilities**:

- Assist the Investment Managers with the execution of regulatory and contractual controls on advisory mandates and discretionary mandates
- Execute daily/monthly/quarterly controls on the compliance of transactions and mandates
- Follow-up on anomalies (transactions performed without appropriate controls, mandates not in compliance with regulation or internal rules)
- Produce dashboards to the attention of senior managers on the compliance of transactions/mandates and reports
- Coordinate/Ensure the maintenance of the controls and reporting platform
- Assist in maintain the product database used for the calculation of risk metrics
- Assist with the calculation of risk metrics of existing portfolios and investment proposals

**Profile required**:
**Studies and experience**:

- Master’s degree in economics, finance/banking or relative field
- A first experience as part of a control/risk monitoring team is an advantage

**Language skills**:

- Fluency in French and English is mandatory

**Technical, operational, and soft skills**:

- Good understanding of the risk metrics (VaR, expected shortfall) and all financial products including derivatives and structured products
- Advanced knowledge in Python and VBA programing (any other language such as R is considered an advantage)
- Advanced knowledge of query language (SQL)
- Ability to understand database table relationships
- Excellent knowledge of the Microsoft Pack Office (Word, Excel, Power Point). Tests will be performed during the interview.
- Autonomy, rigor and a can do-attitude is paramount for the position

**Why join us**:
Société Générale Switzerland is a multi-category bank offering every employee the possibility to have several careers in a professional career path. Internal mobility and training are two core areas we focus on, in a dynamic, prosperous and evolving context.

As soon as you arrive, you will be integrated into our teams and will learn every day alongside our experts, who will support you in your tasks. Gradually, you will become more independent in your projects, making this experience a real career accelerator. You will also discover all the diversity of our businesses, in a sector that is constantly evolving and innovating. At the end of your studies, various opportunities could be offered to you, in Switzerland and abroad.

**Business insight**:
At Société Générale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious.

Whether you’re joining us for a period of months, years or your entire career, together we can have a positive impact on the future. Creating, daring, innovating and taking action are part of our DNA.

If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us

Still hesitating?

You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities. There are many ways to get involved.
- Reference:

- **23000W18**
- Entity:

- **Société Générale Private Banking**
- Starting date:

- **2024/01/15**
- Publication date:

- **2023/11/28



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