coni+partner AG

Controller

• Verantwortlich für die eigenständige Bearbeitung von Private Market-Fondsmandaten der Bank
• Verantwortlich für die tägliche Administration der Investitionen im Private Market, die operative Abwicklung und Unterstützung der Fondsmanager
• Controlling von Anlageaktivitäten, Überwachung der Liquidität, des Cash-Managements, der Capital Calls und Ausschüttungen
• Koordination von Kapitalereignissen
• Koordination der Prozesse bei der Integration neuer Fondsmandate mit liquiden und illiquiden Fonds und beim operativen Controlling von Fondsprozessen
• Bearbeitung von Kundenanfragen, Pflege von Tools und Reports sowie Programmierung von Excel-Dateien
• Vorbereitung und Betreuung von Dokumenten für Gremien und das Senior Management.

Controller, Fonds Management

• Preparation of regulatory reports on regulatory metrics for supervisory authorities
• Contribution to capital reporting under Basel III and the CRR, including analysis and validation of metrics such as own funds, capital ratios, credit risk, market risk, operational risk, large exposures and liquidity (LCR/NSFR)
• Assessment of the impact of new regulations on capital ratios and risk-weighted assets
• Monitoring of capital adequacy and ensuring that regulatory reporting processes are robust and fully compliant, including coverage of the COREP framework, the standardized reporting system required by the European Banking Authority (EBA) for EU banks
• Maintenance of templates that cannot be covered by standard applications
• Monitoring of regulatory changes and participation in the integration of regulatory changes into systems and workflows
• Coordination activities between Accounting, Risk and IT departments
• Implementation of regulatory changes into internal policies and monitoring full compliance as regulatory standards evolve.

Controller – Basel III Reporting

Security Engineer

• Planning and conducting risk-oriented IT audit examinations / scenario analyses for potential cyber threat situations
• Identifying facts and evidence that allow detection of a security incident
• Continuously ensuring a nuanced understanding of potential cyber vulnerabilities
• Creating transparency into how cybercriminals plan and execute attacks
• Comprehensive assessment of the effectiveness of measures to prevent cyber attacks
• Conducting forensic investigations following cyber attacks or internal incidents
• Timely preparation of detailed, risk-oriented audit reports
• Contributing to projects.

CISA Auditor, Cyber Security

Counselor

• Conducting independent client consultations
• Drafting documents such as marriage contracts, cohabitation agreements and inheritance contracts
• Handling estate settlements and estate administration
• Delivering presentations
• Conducting internal training sessions
• Expanding the range of services offered

Consultant — Matrimonial Property & Inheritance Law

• Develop and configure Avaloq in areas such as customer relationship management, portfolio management, operations, and related modules.
• Contribute to the drafting of functional requirements.
• Support the expansion, operation and maintenance of the core banking system.
• Independently manage operational projects and handle incidents and inquiries.
• Update and review documentation to reflect newly implemented requirements.
• Collaborate with internal and external stakeholders.
• Provide support and maintenance for developed or maintained solutions.

Avaloq Developer – Tax, Legal & Compliance

Consultant

• Contribute to ensuring the bank’s resilient IT security
• Further develop the phishing platform and plan and execute phishing campaigns
• Assist in assessing cyber risks and mitigation measures
• Further develop the Security Awareness training program
• Raise participants’ awareness of cyber risks and train secure behavior in the digital world
• Empower participants to proactively and promptly recognize security threats such as suspicious emails, calls, or messages that attempt to deceive
• Ensure employees act with security awareness and thereby protect the bank as a whole
• Promote security-conscious behavior in everyday work

eLearning Consultant

• Planning and conducting risk-oriented IT audit examinations/scenario analyses for potential cyber threat situations
• Identifying indicators by which a security incident can be detected
• Continuously ensuring a nuanced understanding of potential cyber vulnerabilities
• Creating transparency on how cybercriminals plan and execute attacks
• Comprehensive assessment of the effectiveness of measures to prevent cyber attacks
• Conducting forensic investigations after cyber attacks or internal incidents
• Timely preparation of detailed, risk-oriented audit reports
• Participation in projects

CISA Auditor, Cloud Security

• Responsible for independently managing the bank’s private market fund mandates
• Responsible for the daily administration of private market investments, operational processing, and support of fund managers
• Controlling of investment activities, monitoring liquidity, cash management, capital calls, and distributions
• Coordination of capital events
• Coordination of processes for integrating new fund mandates, including liquid and illiquid funds, and operational controlling of fund processes across their entire lifecycle
• Handling client inquiries, maintaining tools and reports, and programming Excel files
• Preparation and management of documents for committees and senior management

Controller – Fund Investment Activities

Accountant

• Responsible for accounting for PE and RE funds in a diversified investment portfolio
• Proper maintenance of books and records
• Timely and accurate recording of transactions / NAV calculations on a quarterly, semi-annual, and annual basis
• Preparation of reporting packages in accordance with IFRS
• Accounting for complex structures
• Reporting primarily to investment managers
• Archiving of documents
• Assistance in the preparation of annual financial statements and review of issues for audit purposes
• Understanding of the accounting treatment of complex fund structures and related transactions
• Responsible for a fund's reporting cycle
• Reviewing fund documents, day-to-day accounting operations
• Preparing quarterly/half-yearly reports, net asset values, and annual financial statements
• Responsible for the proper and timely handling of client inquiries.

Fund Accountant – PE, RE

• Co-responsible for planning the bank's financial stability
• Collaborate with regulatory authorities and ensure the bank's adequate capitalization
• Ensure continuity of critical functions
• Prepare and review recovery plans in the event of the bank's financial distress
• Responsible for documentation of the bank's financial stability and resolution planning
• Participate in the bank's internal expert committees
• Ongoing reporting to senior management
• Monitor national and European regulations and implement updates into systems

Controller, Recovery & Resolution

Software Engineer

• Responsible for the maintenance of the bank's output and storage management systems
• Further development and maintenance of the systems or implementation of new requirements and features, including testing
• Monitoring the ongoing operation of the tools on the platform, including the network
• Analysis and resolution of user issues
• Collaboration with business teams to define new customizations and promote automation
• Projects to improve robust processes and system stability
• Maintenance of documentation
• Ongoing collaboration with business and IT
• Taking on technical responsibility within the own area of responsibility.

Developer – Output and Storage Management Systems

Compliance

• Responsible for preparing and submitting standardized EU reports for the reporting of own funds and capital requirements
• Contribute to the preparation of the disclosure report under the Basel III framework
• Point of contact for cross-functional inquiries in the subject area and liaison with regulatory authorities
• Analyze and monitor regulatory changes
• Support optimization and automation of departmental processes
• Ad hoc projects

Junior Regulatory Reporting Expert, COREP

• Analyzing and monitoring the life cycle of purchased products and services of costs and quality of contractual partners such as Bloomberg, Reuters, MSCI, Sustainalytics, etc.
• Supporting the purchase department with cost and quality analyses of external services in the fund business in order to increase the effectiveness of purchases and the quality of contracts or licenses regarding e.g. outsourcing, third-party consulting, terminals, market or risk data, etc.
• Collaboration on strategic and operational issues relating to cost optimization in cooperation with suppliers worldwide
• Opinion-forming advice for stakeholders at headquarters and in subsidiaries worldwide
• Analysis of business inquiries and offers for new products or services and troubleshooting when problems arise
• Controlling the proper use of data worldwide and advising users on compliance
• Periodical reporting, also ad hoc reporting to the senior management
• Collaboration on project tasks to optimize tools and processes in the department.

Controller Supplier – Market Information

• Durchführung selbständiger Kunden-Beratungen mit Schwerpunkt Ehegüter- und Erbrecht
• Erstellung von Dokumenten wie Ehe-, Konkubinats- und Erbverträge, Testamente
• Durchführung von Nachlassabwicklungen und Willensvollstreckungsmandaten
• Halten von Präsentationen bei Kundenanlässen und Verfassen von Fachartikeln
• Durchführung interner Schulungen zu den Themen Ehegüterrecht, Erbrecht und Bankrecht
• Ausbau des Dienstleistungsangebots der Abteilung sowie Mitarbeit in Projekten und Gremien

Berater Ehegüter- und Erbrecht

IT Support

• Bewertung, Prüfung und Genehmigung von komplexen Krediten im Bereich Lombardkredite, Hypotheken und strukturierte Kredite
• Unabhängige Kreditentscheidungen treffen und Bedingungen für Kreditnehmer bestimmen
• Gewährleistung, dass Kreditgenehmigungen stets den internen Richtlinien, Ausfallwahrscheinlichkeiten und regulatorischen Anforderungen entsprechen
• Verantwortung für die Erstellung einheitlicher Kreditrichtlinien für die gesamte Bankengruppe
• Überwachung der von den Behörden auferlegten regulatorischen Anforderungen
• Laufende Schulung der Frontline-Einheiten im Bereich komplexer Kredite und Risikominderung
• Zusammenarbeit mit internen und externen Stakeholdern.