Job offer

Senior Corporate Actions - Investment Funds Specialist

EFG International is seeking an experienced team leader for its Corporate Actions team, focusing on fund assets in Geneva, Switzerland. The successful candidate will lead a team of three members and ensure the highest standards in the management of corporate actions and coupons.

Job description

We are seeking an experienced team leader to head up our Corporate Actions team with a focus on fund assets. This is a unique opportunity to enter a dynamic environment and lead a team of dedicated professionals to ensure the highest standards in the management of corporate actions and coupons.

Tasks

The most important tasks include:
  • Management and supervision of a team of 3 members within the Corporate Actions team (fund activities)
  • Management of the processing and analysis of corporate action events received via SWIFT, paper, and Telekurs, with a special focus on funds
  • Timely and accurate transmission of corporate actions notifications to client relationship officers (CROs)
  • Execution of cash and share reallocations for all corporate action files
  • Processing of instructions for voluntary events and forwarding of CRO instructions to custodian banks
  • Booking and recording all corporate actions in the system in an appropriate manner
  • Tracking all corporate actions-related issues, including inquiries from CROs and custodian banks
  • Performing administrative tasks and daily checks to ensure process integrity and compliance

Requirements

The most important requirements include:
  • Proven experience (3-5 years) in corporate actions, ideally with a focus on funds
  • Proven leadership and management skills
  • Ability to work effectively under pressure and handle a heavy workload
  • Highly motivated, efficient, and conscientious with a strong sense of autonomy
  • Excellent teamwork and interpersonal skills
  • Good knowledge of Microsoft Office, especially Excel
  • Fluent in French and English
  • Familiarity with the Temenos Globus core banking system is a strong advantage.

We offer

Our company offers a stimulating and dynamic work environment and strives to be an employer of choice. Our values include:
  • Responsibility: Taking on tasks and challenges and striving for continuous improvement
  • Hands-on: Proactively achieving high-quality results
  • Passion: Commitment and pursuit of excellence
  • Solution-oriented: Focus on customer results and fair treatment of customers with a risk-aware attitude
  • Partnership-oriented: Promoting cooperation and teamwork with an entrepreneurial spirit

Job details

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