For one of our clients, a Swiss Private Bank in Geneva, we are recruiting a Carried Interest Specialist to support the Global Head of Rewards, within the HR Department.

In this role, the successful candidate will be contributing to the design of carried interest and similar plans and be responsible for implementing and administering these plans. The applicant will also be tasked with coordinating and administering existing plans including managing onboarding and termination processes. Last but not least, the new recrue will also have to provide regular updates to senior management on carry valuations and projected cash flows.

Responsibilities

• Design and develop carried interest and similar plans, taking into account the tax and legal constraints of the different countries in which we operate (with a focus on Europe, Switzerland and the United Kingdom).
• Establish a coherent approach across the Group regarding core principles and rules, e.g. sharing ratios, vesting schedules, leaver provisions, etc.
• Managing ongoing carried interest and similar plans across various strategies (direct and multi- manager, private equity, private debt and private real estate).
• Provide support and documentation to existing staff, new joiners, candidates and leavers.
• Monitor market trends and regulatory, tax and legal developments that may impact the design and set-up of the carried interest and similar plans.
• Work closely with the investment teams, HR, Finance, Legal and Operations to implement up-to-date processes and provide relevant information across the company.
• Manage the investment teams’ commitments into their funds and the imlementation of any change in fund allocation in the course of the funds’ lives.
• Design and manage legal and operational distribution waterfalls within our private asset products and solutions.
• Maintain an information depository and provide ad hoc project support as required.

Profile

• University degree in Finance or Accounting; a tax/law background would be a plus.
• At least 5 years’ experience in a similar role in a private asset boutique; Big 4 experience would be an asset.
• Experience in designing, structuring and implementing private asset distribution waterfalls as well as carried interest and performance fee plans within a global fund.
• In-depth understanding of fund structures and performance calculation of private assets funds (private equity, real estate, private debt), in particular structuring and implementing distribution waterfalls.
• Experience of working directly with investment or fund-structuring teams, with in-house exposure to finance, operations, compensation or accounting teams.
• A problem-solving mindset with the ability to prioritise and oversee several tasks at once.
• A self-starter able to work with a high level of autonomy across a global team.
• Written and oral fluency in English; French is required (C1 level).
• Based in Geneva, or willing to relocate.

Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected for an interview.

For one of our clients, a Swiss Private Bank in Geneva, we are looking for several Operations Officers, with expertise in the areas of Private Equity, Alternatives or Funds.

Responsibilities

• Execution and accounting of subscriptions and redemptions of investment funds
• Input and monitoring of security trades and derivatives
• Transfers of securities
• Mandatory and elective corporate actions
• Security Masterfile management
• Regulatory and fiscal reporting
• Inward and outward payments
• Bank placements
• Swifts verification
• Credit cards billing
• Monitoring of transactions and pending files
• Reconciliation of cash and securities differences
• Contact with front office, internal departments and bank counterparties

Profile

• Previous experience in Operations departments required;
• Languages: French & English mandatory, Spanish an asset;
• Problem solving approach oriented and customer focused;
• Very good interpersonal skills and diplomacy;
• Teamwork and team spirit focused including flexibility and personal initiative;
• Very good computer skills
• Adaptable, team player with a ‘can-do’ attitude and clear motivation
• Swiss residency is a must have

Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected for an interview.

For one of our clients, a a global investment and advisory firm in Geneva, we are looking for a Chief of Staff who will be responsible for optimizing the day to day of the wealth management business (consisting of Client Support, Relationship Management, and Wealth Governance) and implementing the agreed corporate strategy for the department across all of the firm’s offices. This leadership position is at the helm of a constantly changing portfolio of projects that require sophisticated problem solving, commercial,and organizational skills.

Responsibilities:

The role has commercial, strategic, managerial, and operational aspects to it including:

• Commercially, the role holder will:
  – support business development and sales efforts by deriving actionable insights from sales activities.
  – identify best practices when engaging in business development and prospect conversion; share
  these across the relationship management team.
  – enable the firm to capitalise on prospect, client, and relationship manager feedback by channelling
  it into the firm’s marketing activities, investment offering, and WM services so that these remain
  competitive. The role therefore entails pro-active inter-departmental engagement, particularly with the Investment Office, Finance, Marketing, and Digital leads.
• Strategically, the role holder will contribute to the firm’s strategic efforts. To do so, they will gather industry knowledge and propose strategic initiatives for the WM business to the Head of WM. Such initiatives will take into consideration factors including industry trends, evolution of the regulatory environment, client and prospect feedback, relationship manager feedback, and M&A opportunity.
• Managerially, the role holder will pro-actively and collaboratively work on the creation, execution, and oversight of business plans to:
  – achieve WM targets in relation to revenue, profitability, client satisfaction, client servicing, and
  advisory product penetration.
  – optimise talent management to keep the skills of WM talent up to date and WM resource resilient in the face of changing business needs, employee absences, and employee succession.
• Operationally, the role holder will contribute to the identification and resolution of matters that negatively impact prospecting, on-boarding, and the day-to-day servicing of clients as well as contribute to the optimization thereof through collaboration with internal team members such as the COO (e.g., process-level matters)

Profile:

• 3+ years of wealth management industry experience
• Bachelor’s Degree (Masters preferred) ideally in a field related to Business Management,
  Finance, or Economics
• Specific knowledge of the investment industry (financial instruments, workflows, major
  players, trends, etc.)
• Entrepreneurially minded and client-centric
• Excellent verbal and written communication skills in English, and ideally French too
• Demonstrable leadership, management, and inter-personal skills; including ability to make
  tough decisions, to change and adapt quickly, while remaining focused on customers and
  executing business initiatives
• Strong sense of prioritization and business planning skills; both tactically and strategically
• Strong negotiation skills and the ability to influence internal business partners
• Superb business judgment and ability to think through complex business issues while
  maintaining a very high bar in execution (drive excellence in services, hiring, etc.)

Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected for an interview.

For one of our clients, a Private Bank in Geneva, we are looking for a Transactions Services Specialist who will have the following responsibilities:

Responsibilities:

• Execute Mutual and Hedge funds orders
• Manage full Investment funds process
• Administer full Private Equity process
• Monitor complete derivative workflow for options
• Process securities transactions and lifecycle events
• Manage complete process for Incoming and Outgoing transfers free of payments
• Process Internal transfers
• Reconciliate data between systems, platforms and counterparties
• Analyze and remediate failed trades and reconciliation breaks
• Deal with counterparties requests
• Work in partnership with other departments mainly with commercial team
• Complete required reporting
• Monitor Key performance and risk indicators
• Participate in projects
• Identify opportunities to reduce operational risk and improve operational efficiency
• Enhance client service level
• Experience with cryptocurrencies operation would be valuable

Profile:

• Bachelor’s degree
• Five years of relevant experience in financial industry in the following fields: Investment funds, Alternative Investments, Derivative products, Risk and Project management an asset
• Strong technical knowledge of transactions lifecycle, trading processes, alternative products, private equity and applicable regulations
• Fluent in French and English
• Proven interpersonal skills
• Effective team player
• Deadline oriented and able to thrive in high pressure environment
• Strong communication skills
• Solid business analysis competences
• Available immediately

Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected for an interview.

For one of our client, a Tier 1 Alternative Investment firm, we are looking to strengthen its team with the hiring of a Distribution and Marketing Project Manager to help steer, coordinate and implement its sales, marketing, and communication strategy. You will join a newly created and dynamic team of four.

Responsibilities:

• Helping define, coordinate and implement the business development strategy in close collaboration with the company’s distributors;
• Developing strong working relationships with key internal stakeholders to create cross-functional and cross-business line synergies;
• Together with the marketing team, ensuring alignment in the design and content creation of our website, marketing documents and intranet;
• Contributing to the creation of product content (e.g. sales enablement documentation, intranet posts) to promote the company’s offering and respond to the information needs of the distributors;
• Liaising with the distributors to identify new business opportunities, trends, growth areas or new ways of approaching existing markets;
• Supporting the coordination of cross asset class requests for proposals (RFP) and monitor the quality, accuracy and completeness of the content library;
• Critically assess the relevancy and value-add of our business development initiatives (e.g. webcasts, events) to ensure effectiveness and appropriate prioritisation;
• Supporting the Product and Business Development team with ad-hoc market and distribution-related research projects;
• Promoting internal communication about products, upcoming events, conferences and initiatives;
• Maintaining a strong awareness of best practices in regards to institutional distribution and marketing practices;
• Being a leader of continuous improvement of our governance framework from a sales, marketing and communication standpoint.

Profile:

• University degree or qualification deemed equivalent completed with a professional certification such as CFA, CAIA or previous experience in Alternative investments would be a plus;
• More than seven years of relevant asset management experience in strategy, investment consultancy or client relationship management;
• Strategic thinker with strong project management skills and keen attention to detail;
• Commercially and marketing savvy with a strong drive to lead the development of new sales and marketing initiatives;
• Natural team player and communicator with an ability to argue tactfully and build consensus;
• Ability to work in a multicultural environment and with teams in multiple locations;
• Excellent English writing skills, proficiency in any other European language is considered as an asset;
• Must be resident in Switzerland or willing to relocate.

Due to the volume of applications we receive, we regret that we will contact only the candidates who have been selected for an interview.