Foundation Manager

Job Summary

The Pension Fund Manager is in charge of managing and administering the company pension fund, ensuring compliance with current regulations and protecting the interests of employees of affiliated companies against the economic consequences of old age, death, and disability. He/she coordinates all operational, financial, and administrative activities of the pension fund, in line with the foundation regulations, policies, and legal provisions.

Tasks and Responsibilities

• Overall responsibility for the administrative management, technical-accounting, and business activities of Fondazione
• Define the financial and actuarial regulations and parameters underlying the plan in order to achieve long-term financial equilibrium.
• Administrative and operational management of the pension fund, including enrollment of members, management of contributions and benefits
• Supervises the preparation of the Annual Report, the accounting and actuarial reporting to the foundation board and the supervisory bodies, as well as the reporting in accordance with IAS 19 to EFG SA.
• Coordination with external bodies (actuarial consultants, auditors, supervisory authorities) and service providers (custodian banks, asset managers)
• Supervision of pension fund investments, in accordance with the investment regulations and risk criteria
• Supervision and control of annual accounts, financial statements, and documentation required by supervisory bodies
• Supporting the Board of Foundation in defining the pension fund's strategy, ensuring the financial stability of the foundation
• Managing communications to members, including information on benefits and regulatory changes
• Monitoring regulatory developments in the field of pensions and updating internal procedures
• Supervises the internal control system
• Ensure constant collaboration with the human resources department of EFG SA, agreeing procedures, identifying synergies, and jointly analyzing common topics.
• Prepare and coordinate the meetings of the foundation board and investment committee, drawing up the relevant minutes
• Actively provide pension advice to all insured persons (active employees and retirees)

Requirements and Qualifications

• Degree in Economics, Finance, Actuarial Science, or related disciplines
• Proven experience in the management of pension funds, provident funds, or similar institutions
• Sound knowledge of pension legislation (e.g., LOB in Switzerland or equivalent local legislation)
• Expertise in financial management and investment supervision
• Excellent organizational, analytical, and interpersonal skills
• Advanced knowledge of IT tools for pension management and reporting
• Managerial competencies
• Languages: Italian, English - German and French are assets

Working Relationships

The administration of the foundation consists of a small team, where collaboration between the pension fund manager and all other roles within the team is essential. The role involves frequent interaction with board members, external auditors, actuaries, the human resources office, reinsurers, investment advisors, those responsible for investment mandates, and the relationship manager of the custodian bank.

Decision-Making & Autonomy

Autonomous and structured management of all tasks, with a global overview of the entire operations of the Foundation. Plans and organizes activities quickly, recognizing priorities, formulating solutions appropriate to the circumstances. Communicates his views to colleagues in a timely manner, seeking to promote transparency, circulation of information within the team, and process efficiency.

Working Conditions

Work at EFG's Lugano office with frequent travel to EFG offices or service providers (actuaries, investment controllers, cooperating financial institutions, etc.) in Geneva or Zurich.