GENERAL DESCRIPTION

The Investment Specialist Support person is a member of the India Centre of Excellence (CoE) team functionally aligned to the Head of Investment Specialists in Switzerland. The role is part of the established CoE, which provides value-added services in areas of investment advice, market research and portfolio analysis.

The Investment Specialist Support person is responsible to support the Investment Specialists organization in Switzerland, which consists of 3 sub-teams: Equity Specialists, Fixed Income Specialists, and Fund Specialists.

The main tasks include:

• weekly creation of Fixed Income Top Pick lists (via Bloomberg-linked excel sheet)
• Entry of investment content into a content publishing tool
• Update of performance charts and various lists among the 3 teams.
• Some of the tasks can be scheduled (e.g. weekly Fixed Income Top Pick List creation), others come ad hoc with peaks and off peaks.

The output is investment content dedicated to wealthy private clients (instrument lists; follow up on corporate earnings releases or stock price movements; corporate actions; buy and switch recommendations)

The main tools are Microsoft Excel (with Bloomberg links) and Censhare (internal content and publishing tool).

To be successful in the role, the incumbent will need to:

• Develop strong and highly effective relationship with the three Investment Specialists teams and collaborate with them.
• be task oriented and be able to independently drive the tasks & deliver results.
• focus continuously on process improvements to deliver the tasks and drive efficiency. As we expect highest quality standards, the person needs to be detail oriented.

The role reports administratively to the Location Manager of the CoE and functionally to Head of Investment Specialists based in Switzerland.

KEY FEATURES OF THE POSITION

People Management

• Work collaboratively with the Investment Specialists team in Switzerland (if possible according to Swiss working hours)
• Motivate and provide guidance/feedback to other team members in the CoE to improve the overall performance & productivity

Client Management (internal)

• Active collaboration with the 3 Investment Specialists teams in daily tasks
• Support the production of investment content dedicated to wealthy private clients (preferred instrument lists; follow up on corporate earnings releases or stock price movements; corporate actions; buy and switch recommendations).
• Take over individual research and writing tasks with own responsibilities (dependent on candidate’s interests and qualifications)
• Generate Fixed Income Top Pick lists on a weekly basis (detailed process flow will be provided)
• Upload investment content to Censhare
• Update instrument lists and performance charts

Business Management

• Work to fulfil the ambitions of the team defined by the functional and administrative supervisors
• Regular review of the function’s practices to ensure efficiency and productivity are kept at optimal levels

Compliance & Risk Management

• Meet all legal, regulatory and compliance standards/requirements
• Adhere to all relevant Local User Manuals
• Ensure timely creation of various publications with accuracy and consistency and support the Investment Specialists team in reaching the overall team objectives.
• Perform sample-checks and controls for publications/lists to ensure compliance with relevant policies and regulatory standards.
• Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

SKILLS REQUIREMENTS OF THE POSITION

Personal and Social

• Able to work independently and in a global team setup to take on initiatives with a positive attitude
• Attention to the detail
• Client-centric approach for all deliverables
• Able to quickly troubleshoot problems and provide effective solutions
• Fast learner and able to work under pressure to meet tight deadlines
• Good communication/coordination skills to deal with different levels of stakeholders
• Highly motivated with integrative personality

Professional and Technical

Good knowledge of investment products. Advanced knowledge in at least one product type (bonds, equities, funds) is a big plus