Private Asset Document Management Coordinator
il y a 2 semaines
We are a partnership of eight owner managers and our principles of succession and transmission of ownership have remained unchanged since founding in 1805.
Our purpose is to build responsible partnerships with our clients, communities, and the companies in which we invest, in order to safeguard and transmit wealth, of all kinds, in the service of the real economy.
With more than CHF 612 billion in assets under management or custody at 31 December 2022, Pictet is today one of the leading Europe-based independent wealth and asset managers.
With 30 offices, it is also present in Amsterdam, Basel, Barcelona, Brussels, Dubai, Frankfurt, Hong Kong, Lausanne, London, Luxembourg, Madrid, Milan, Monaco, Montreal, Munich, Nassau, Osaka, Paris, Rome, Shanghai, Singapore, Stuttgart, Taipei, Tel-Aviv, Tokyo, Turin, Verona, Shanghai, New York and Zurich.
Your team:
The
Pictet Group is one of the world's leading independent wealth and asset managers.
Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people.
Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.FundPartner Solutions (FPS) provides a full suite of fund administration and private label funds services. The global team of industry experts specialises in fund domiciliation, registration and governance, as well as risk compliance and investment management services.
FPS Europe and the Pictet Group has defined
Private Assets as one of it's key strategic initiative, and needs a strong servicing on this asset class to match with its ambitions.
Your role:
As the chosen applicant, you will be coordinating the PETAL Folder activity, and serve as key point of contact for this activity.
In addition, you will be participating to the processing of General Partners information within our internal PERE GP Information Management system (PETAL Folders).
You will be key in reviewing PERE operational information from third parties and allocating it to the adequate operational teams for further processing.
Your activities will consist in:
- Act as key contact person for the activity towards PETAL Management and stakeholders
- On a daily basis, ensure the proper contribution of Petal Folders Inbox, connect to GP (General Partners) platforms and download documents
- Monitor the volumes and escalate in case of capacity issues
- Provide support to business teams by helping them connect to GP platforms
- Escalate technical issues to IT and coordinate until resolution
- Participate in the daily monitoring of Canoe's document gathering scope
- Anticipate capacity needs and align capacity on needs
- Provide KPIs on the activity to management
- Proactively propose process or technical continuous improvements to increase scalability and reduce risk
Your profile:
- License or Master's degree in Finance, Economics.
- 23 years' experience in Private Assets or banking operations.
- Very rigorous and strong working capacity.
- Team coordination skills.
- Team spirit.
- Fluency in French and English is a must.
Note
We will not accept any CVs from agencies.
Flexible and modern ways of working
As a responsible and supportive employer, we promote the well-being of our employees through a set of flexible working arrangements, ranging from a work-from-home policy for eligible functions to opportunities for annualised part-time leave and extended parental leave.
Diversity & Inclusion:
**_Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace._
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