Your future tasks: 

• In this very interesting project, you will work on the migration of an investment funds portfolio of a financial institution to a new legal entity considering all aspects related to the fund management and custody as well as the relationship and agreements with the investors.
• Therefore, you will develop a comprehensive project plan and oversee the migration process to ensure a seamless and accurate migration.
• You will also coordinate and ensure an adequate client outreach in coordination with management companies and sponsors and monitor and report progress, risks, and issues to the involved stakeholders and management.
• To ensure the integration and alignment of the fund setup and interfaces, you will collaborate to external stakeholders, such as Asset Management and service providers.

Your knowledge and experiences: 

• University degree in Banking or Finance
• Extensive experiences as Consultant within financial services, preferably in the area of fund management
• In-depth understanding of fund setup, investor restriction, fund units, fund processing and client-facing services
• Experience managing complex and client-sensitive projects
• Strong communication skills to coordinate across various internal and external stakeholders
• Problem-solving mindset with the ability to adapt to new processes and challenges
• Fluent English skills are required. German would be a plus

Start: immediately (on agreement)

Duration: 12 months (with option to extension)

Workload: 100%

Location: Region Zurich & Remote

Job Ref. No.: 15360

Furthermore, you will implement investor restriction setting as required by the new fund setup and manage the transfer of fund units to the new structure, including any necessary adjustments to fund units to ensure precise alignment with accounting and client records

We look forward to your application documents in Word or PDF format. You are welcome to send your CV, certificates, diplomas and any other related documents via e-mail to: Write an email. Please mention the job reference number. Thank you.

Your contact person is: Mr Vincenzo Picone

We are constantly looking for qualified experts in the fields of Information Technology, Engineering and Banking/Finance. Does the described project not quite match your knowledge and experience? You still want to work with us and be considered for interesting, temporary project assignments? Send us your CV via email to: Write an email .

Thanks to our long-time recruitment experience in combination with our excellent network to renowned companies in Switzerland and access to exciting projects, we can offer you many interesting project opportunities.