coni+partner AG

• Mitarbeit bei der Produktion von CRS- und FATCA-Reportings im Tax-Reporting-Team
• Mitarbeit bei der Erstellung, Weiterentwicklung und Kontrolle von Tax-Reports
• Prüfung aller Tax-relevanten Daten in den Modulen für die Zielländer
• Kontrolle der Daten-Qualität und Bereinigung der Daten in den Systemen
• Kontrolle der extern erstellten Client Tax Reports
• Laufende Prüfung der Tax-Reporting-Prozesse und Entwicklung von Prozessverbesserungen
• Mitarbeit bei der Kontrolle der Daten-Quality
• Anlaufstelle für interne und externe Kundenbetreuer
• Implementierung neuer Steuervorschriften in die Systeme und Prozesse in Zusammenarbeit mit den Business Analysten
• Mitarbeit bei der Entwicklung der Abteilung
• Pflege der Akquisitionsdaten im Kernbankensystem
• Mitarbeit in Tax-Compliance-Projekten des Bankkonzerns
• Ad hoc Projekte.

Associate Tax Reporting, CRS/FATCA

Security Engineer

• Contribute to a bank-wide e‑learning program on security designed to enhance security and risk awareness, with a specific focus on phishing.
• Design and organize engaging formats such as targeted training sessions, workshops, and continuing education courses aimed at improving early and sustainable detection of phishing risks.
• Shape and further develop a risk-aware security culture that reinforces secure behavior and sustainably improves decision-making across the workforce in modern work environments.
• Further develop and maintain the phishing simulation platform.
• Conduct group-wide analysis and evaluation of results related to operational risks from phishing emails.
• Derive effective protective measures and promote dialogue on security behavior, risk perception, and best practices.

Associate Security Awareness – Phishing

Compliance

• Preparation of regulatory reports on key supervisory metrics for regulatory authorities
• Collaboration on capital reporting in accordance with 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
• Assessment of the impact of new regulations on capital ratios and risk-weighted assets
• Monitoring capital adequacy and ensuring that regulatory reporting processes are robust and fully compliant, including adherence to the COREP framework — the standardized reporting framework for EU banks mandated by the European Banking Authority (EBA)
• Maintenance of templates that cannot be handled by standard applications
• Monitoring regulatory changes and supporting the integration of those changes into systems and workflows
• Coordination tasks between Accounting, Risk and IT departments
• Implementation of regulatory changes into internal policies and oversight of full compliance as regulatory standards evolve.

Associate Regulatory Reporting, CRR/COREP

Data Analyst

• Responsible for providing data analytics and IT services to Group Internal Audit in order to identify or anticipate risks
• Preparation of in-depth or rapid data analyses for the planning and execution of risk-based audits
• Development of management reports for advanced analytical purposes
• Responsible for transparency and quality in quantitative statements regarding master data
• Responsible for the development and integration of innovative, data-driven audit approaches
• Collaborating on AI projects related to the further development of business intelligence within Group Audit
• Close collaboration primarily with auditors, but also with Compliance or Risk Management
• Collaboration on training initiatives to promote data analytics awareness
• Collaboration on pilot or ad hoc projects.

Associate Data Analytics, Audit

Client Services Representative

• Supporting relationship managers and external asset managers (EAM)
• Dealing with day to day client administration
• Executing payment orders, trust accounts and their renewal, FX transactions, stock market transactions, asset transfers, credit card payments, etc.
• Monitoring progress of tasks and ensure proper follow-up
• Managing accounts, including account opening
• Ensuring customer due diligence as well as KYC, AML, FACTS/QI and CRS/AIA administration
• Checking KYC data before and after new entries
• Reviewing EAM client profiles and maintaining files
• Coordinate meeting, preparing documentation for client meetings
• Transferring data from the CRM application to the KYC upgrade tool
• Ensuring governance, risk management and compliance controls.

Associate Tax Reporting, CRS/FATCA

Associate Security Awareness – Phishing

Associate Regulatory Reporting, CRR/COREP

Associate Data Analytics, Audit

Client Service Specialist – EAM