Financial Fund Specialist

Vor 7 Tagen


Zürich, Zürich, Schweiz coni+partner AG Vollzeit
Job Description

We are seeking a skilled Compliance Officer for Investment Funds to join our team at coni+partner AG. This is an excellent opportunity for a motivated professional to take on a challenging role in the financial industry.

About Us:

coni+partner AG is a leading consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We specialize in custom-fit staffing, ensuring a perfect match of professional skills, references, and personal as well as social skills of successful candidates.

Your Tasks:

  • Responsible for the analysis and evaluation of the processes of distribution and registration of investment funds in the cross-border area.
  • Ensure compliance with regulatory and legal requirements for the distribution and registration of investment funds.
  • Update country-specific compliance lists of requirements for fund documentation, investor information, financial reports, regulatory reporting, etc.
  • Act as contact person to FINMA for the registration of investment funds and correspondence when submitting documents or representing foreign investment funds in Switzerland to FINMA, including account openings.
  • Point of contact for internal stakeholders or investors or fund managers for regulatory questions regarding KYC/AML, due diligence of funds, etc.
  • Support specialist departments in contract management, preparation of reports, and all-round tasks connected with fund documents, maintenance of contracts and minutes, preparation of general meetings, etc.
  • Situational ad hoc projects.

Your Profile:

  • Bachelor in Business Law or Paralegal.
  • Professional experience in a similar function in connection with funds.
  • Generalist knowledge of fund contracts and compliance (KYC/AML, Cross Border, UCITS, etc.).
  • Dynamic all-rounder personality with organizational talent and enjoyment of independent, results-oriented work.
  • High level of professionalism towards internal and external stakeholders.
  • Eloquent communication skills and pleasant manners.
  • IT flair and MS Office skills.
  • Fluent in German and English.

Location: Zurich, Switzerland

Salary: CHF 80,000 - CHF 100,000 per year

About the Job: As a Compliance Officer for Investment Funds, you will be responsible for ensuring that our clients' investment funds comply with all relevant laws and regulations. This includes analyzing and evaluating the processes of distribution and registration of investment funds, updating country-specific compliance lists, and acting as a contact person to FINMA. You will also support specialist departments in contract management and preparation of reports.

What We Offer:

  • A challenging and dynamic work environment.
  • The opportunity to work with a leading consultancy company in the financial industry.
  • A competitive salary and benefits package.
  • Ongoing training and development opportunities.

How to Apply: If you are a motivated and experienced professional looking for a new challenge, please submit your application, including your resume and a cover letter, to us.



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