Investment Funds Paralegal
Vor 2 Tagen
coni + partner AG is a renowned consultancy company with a strong presence in Zurich, Düsseldorf, and Shanghai. Established in 1993, we have built a reputation for providing custom-fit staffing solutions that cater to the unique needs of our clients.
Job Description
We are seeking an experienced Paralegal to join our team as Agent. As part of our asset management division, you will be responsible for ensuring compliance with regulatory requirements and maintaining accurate records. Your expertise in cross-border distribution processes will be crucial in analyzing and evaluating complex financial data. You will work closely with internal stakeholders to provide timely support and ensure seamless onboarding of fund managers.
Key Responsibilities
- Registration of investment funds with FINMA
- Contact person for foreign investment funds in Switzerland
- Analyzing and evaluating cross-border distribution processes for investment funds
- Ensuring compliance with regulatory issues or questions regarding the onboarding of fund managers (KYC/AML, tax compliance, due diligence, etc.)
- Maintenance of fund documents, contracts, minutes, or preparation of general meetings
Requirements
To succeed in this role, you will need:
- Bachelor's degree in Business Law or Paralegal
- Experience in a comparable function in connection with funds or distribution channels of asset management
- Knowledge of fund contracts and compliance (KYC/AML, cross-border, UCITS, etc.)
- Dynamic all-rounder personality with organisational skills and enjoyment of independent, results-oriented work
- High level of professionalism towards internal and external stakeholders
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