UCITS Funds Paralegal: Registration & Compliance

coni+partner AG; Zürich; Vor Ort; Vertraulich; Vollzeit

Zusammenfassung

coni + partner ag, a Zurich-based consultancy, seeks a Paralegal for UCITS funds, focusing on registration with FINMA and cross-border regulatory compliance. You will handle fund documentation, onboarding of managers, and ongoing legal reporting in a dynamic, professional environment located in Zurich.

The role requires a Bachelor's in Business Law or Paralegal, fluency in German and English, and experience with funds, FINMA, and cross-border distribution.

Qualifikationen

• Bachelor's degree in Business Law or Paralegal.
• Experience in a comparable function in connection with funds or distribution channels of asset management.
• Experience in working with authorities e.g. FINMA, FMA, AIFM, GFSC.
• Generalist knowledge of fund contracts, fund documentation and compliance manuals (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 stakeholder.
• Eloquent communication skills and pleasant manners.
• IT flair and MS Office skills.
• Fluent in German and English.

Aufgaben

• Registration of investment funds with FINMA and contact person for foreign investment funds in Switzerland.
• Ensuring the control of legal requirements for Luxembourg, Cayman Islands, Singapore, etc.
• Analysing and evaluating cross-border distribution processes for investment funds.
• Responsible for regulatory issues or questions regarding the onboarding of fund managers (KYC/AML, tax compliance, due diligence, etc.).
• Ongoing updating of country-specific compliance lists for fund documentation, investor information, financial reports, legal reporting, etc.
• Contact person for internal stakeholders or investors.
• Support of specialist teams in contract management and legal reporting, etc.
• Ongoing updating of country-specific compliance lists for fund documentation, investor information, financial reports, legal reporting, etc.
• Maintenance of fund documents, contracts, minutes or preparation of general meetings, etc.
• Situation-related ad hoc projects

Kenntnisse

German language

English language

Organisational skills

Communication skills

Ausbildung

Bachelor's degree in Business Law or Paralegal

Tools

MS Office

Jobbeschreibung

coni + partner ag, a Zurich-based consultancy, seeks a Paralegal for UCITS funds, focusing on registration with FINMA and cross-border regulatory compliance. You will handle fund documentation, onboarding of managers, and ongoing legal reporting in a dynamic, professional environment located in Zurich.

The role requires a Bachelor's in Business Law or Paralegal, fluency in German and English, and experience with funds, FINMA, and cross-border distribution.