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Fund Administration Specialist

vor 2 Wochen

Zug, Zug, Schweiz TN Switzerland Vollzeit

Private Wealth Structuring Role:

We are seeking an experienced Paralegal to join our Private Wealth Structuring team, supporting the creation of fund onboarding documents, coordination of internal and external stakeholders during the formation process, and assisting with contractual set-up related to funds, including distribution agreements.

Key Responsibilities:

  1. Support fund structuring and formation processes – drafting, coordination of internal and external stakeholders, preparation of fund onboarding documents.
  2. Assist with contractual set-up related to funds, including distribution agreements - assist in the internal tools management, coordinate with internal stakeholders to retrieve information or push forward processes, update of agreements to include new funds/sub-funds.
  3. Support commercial initiatives – initial drafting, follow up and monitoring (e.g. marketing campaigns, fair treatment policy).
  4. Lead internal administrative and organizational processes within the team – filing system, documents categorization, legal memos.
  5. Review and update internal processes pages.
  6. Develop and maintain reporting on key projects and team activities.

Requirements:

  • Extensive experience as paralegal in asset management.
  • Familiar with European regulators, in particular CSSF.
  • Excellent organizational and project management skills.
  • High attention to detail, very organized.
  • Solid understanding of funds' structures and fund formation processes.
  • Strong interpersonal and project management skills to manage multiple projects at any one time.
  • Excellent English skills.