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Paralegal, Asset Management
coni+partner AGParalegal in Asset Management for a bank in Zürich. Handling compliance tasks and coordinating onboarding of clients and external service providers.
About the role
Key responsibilities & impact- Support and coordinate onboarding of private and institutional clients and external service providers
- Review compliance adherence when handling contracts, service level agreements, and fund registrations
- Control completeness and accuracy when establishing new investment structures
- Register investment funds with authorities in various countries (Luxembourg, UK, Ireland, USA, Spain, etc.)
- Review fund documentation, prospectuses, investor information and regulatory publication and reporting obligations
- Assist in drafting and reviewing contracts
- Maintain and update fund information and investment program documentation and ensure ongoing regulatory compliance
- Support maintenance of client master data, provision of information on investment programs, and storage of contracts in databases
- Commercial support for committee meetings
- Ad hoc projects
Requirements
What you’ll need- Paralegal qualification or higher vocational education (HF) or a Bachelor’s degree in Business Law or Business Administration
- Professional experience in a legal environment or in a compliance department of a bank, at an asset manager, a law firm, or a Big Four firm
- Interest in the fund industry
- Knowledge of fund products and securities
- Broad, generalist knowledge across regulatory topics such as UCITS, AIF, AIFMD, etc.; compliance topics such as VSB 20, onboarding, KYC, etc.; or experience handling regulatory forms
- Interest in an international role involving organizational and coordination tasks
- Independent and efficient working style with strong initiative
- Team-oriented and resilient
- Quick learner
- Ability to perform under deadline pressure
- Discretion and trustworthiness in communication
- Strong communication skills
- Proficient in MS Office
- Fluent in German and English
Benefits
Comp & perks- Flexible working arrangements
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Contract DraftingRegulatory Documentation ReviewFund RegistrationCompliance AdherenceKYC ProceduresInvestment Structure EstablishmentFund Documentation ReviewClient OnboardingRegulatory Form HandlingInvestment Program Documentation
Soft Skills
Strong Communication SkillsTeam-OrientedResilientIndependent Working StyleQuick LearnerDiscretion and Trustworthiness
Certifications
Bachelor’s Degree in Business LawBachelor’s Degree in Business AdministrationHigher Vocational Education (HF)