An exciting and multi-faceted role within Investment Solutions & Products (IS&P) based in Zurich as part of our dynamic Product Strategy & Development team
Our team's mandate covers (i) direct responsibility for House view / Thematic fund and certificate products, (ii) overarching responsibility to direct IS&P product shelf across traditional and alternative asset classes (mandates, funds, certificates, feeders) through the Product Committee, (iii) directing key products that are mapped to the CS House View
Being part of a highly motivated team in a collaborative and diverse environment, you have the chance to develop inside the team and build a strong network for longer term career opportunities whilst working part-time
As fund specialist, you will complement the existing team and drive all aspects of the mandate, with a particular focus on the fund product development.
In this role you take care of the following tasks :
Partnering with colleagues from Research and Sales, you create proposals for new funds, including idea development and competitive intelligence, refinement and preparation of proposal to Product Committee, business and roll out plan (incl.
key aspects such as definition of share classes / pricing, investment process etc.)
You coordinate subsequent launch and ensure sound operational setup and sales traction, incl. potential bespoke / tailored solutions for Ultra-
High clients and / or variations for market specific requirements
You ensure compliance with internal controls and regulatory requirements, in particular related to handling and maintaining documentation for all funds (prospectus, IMAs, etc.)
Build and maintain effective relationships with key internal parties along the value chain (Investment Strategy & Research, Fund Services and Advisory & Sales Functions) as well as with external services providers and key partners such as Management Company, fund service providers, custodian, Board of Directors for umbrella, legal counsel, control functions
You support the required lifecycle management activities for funds (repositioning, restructuring, liquidations, mergers), in particular reduction of complexity of current shelf
Do you have a real passion for product strategy and want a role where you can apply your strong product and analytical skills?
We are looking to complement our team with someone who has an independent mindset and loves to communicate and contribute in a role that includes a variety of tasks.
Your experience in fund space, in particular UCITS / Lux enables you to contribute to our team's success, if you acquired experience in additional products / asset classes this would be an advantage
Based on your well organized and inclusive approach to run new product projects, you are able to set priorities across challenging partner requirements
As a trustworthy teammate who wants to learn new things, you are highly motivated in supporting your colleagues in overall mandate beyond immediate fund tasks
You combine excellent interpersonal skills with the ability to build long-lasting relationships across heterogeneous groups of partners with diverse backgrounds
You possess strong communication and presentation skills allowing you to engage with large groups as well as at a one-on-one level
Fluency in English is a requirement, speaking German is an advantage
Ms. Mirjam Laura Eggenberger would be delighted to receive your application.
Please apply via our Career Portal.