Investment Manager

UBP - Union Bancaire Privée; Genf; Vor Ort; CHF 80’000 - 120’000; Vollzeit

Zusammenfassung

An established industry player seeks a dedicated professional to support the Investment Management department. In this pivotal role, you will oversee financial analysis and reporting while collaborating closely with the COO. Your expertise will ensure the accuracy of complex financial datasets and compliance with regulations, all while contributing to the optimization of business processes. This dynamic position offers the opportunity to balance risk management with operational flexibility, making a significant impact on the organization. If you thrive in a fast-paced environment and possess strong analytical skills, this role is perfect for you.

Qualifikationen

• 3-7 years of experience in banking or financial organizations.
• Excellent communication skills and ability to manage priorities.

Aufgaben

• Support COO in daily management and optimize business processes.
• Ensure accuracy of financial datasets and prepare reports.

Kenntnisse

Financial Analysis

Risk Management

Data Accuracy

Communication Skills

Excel Proficiency

Business Process Optimization

Ausbildung

University Degree

Tools

Excel

Jobbeschreibung

Support business initiatives for the Investment Management department and help coordinate its diverse business lines in close collaboration with the COO Investment Management. Oversee financial analysis, reporting, and daily operations of the CIO Office.

Handling UBPs financial figures requires maintaining accuracy across complex datasets while adhering to regulations. Strong oversight is essential to balance risk management with business flexibility.

Main responsibilities:

Support the COO Investment Management in daily management:

• Key member of the CIO Office.
• Assist the COO in prioritizing tasks and managing daily operations. Facilitate effective communication across departments to ensure smooth workflow and address potential challenges proactively.
• Contribute to the continuous optimization of business processes.

Manage UBP and Investment Management financial figures:

• Ensure the accuracy and consistency of complex financial datasets, integrating data from multiple sources, maintaining compliance with regulatory standards, and preparing detailed financial reports for stakeholders.
• Analyze financial and accounting activities of Investment Management through complex business analyses and reporting.

Effective Oversight of Risk and Compliance Management:

• Implement strategies to balance financial and operational risk while supporting business agility.
• Monitor and evaluate risk control measures to ensure oversight without hindering innovation.
• Ensure adherence to compliance regulations and regularly review policies to align with evolving regulatory requirements.

Coordinate Market Data Requests and Budget:

• Align market data needs with budget constraints, ensuring timely and accurate delivery. Prioritize and manage requests while maintaining clear communication with relevant departments.

Experience:

• 3-7 years of experience, intermediate level.
• Experience in banking organization, financial instruments, controlling.
• Thorough working methodology.
• Proficiency in Excel.
• University degree.
• Minimum 3 years of previous experience in a bank.
• Excellent communication skills with flexibility to interact at all seniority levels.
• Structured, independent, and pragmatic working style.
• Reliable, flexible, and team-oriented.
• Ability to manage priorities effectively.
• Stress-resistant.
• Fluent in English; French is an added value.