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Financial Portfolio Specialist for Global Markets

2 tygodni temu


Wrocław, Województwo dolnośląskie, Polska Arche Consulting Pełny etat

At Arche Consulting, we are seeking a skilled Financial Portfolio Specialist to join our team in Switzerland. As a key member of our global markets team, you will play a crucial role in ensuring the accurate and timely settlement of securities and fund transactions.

In this exciting role, you will be responsible for coordinating settlement processes as a custodian, ensuring smooth transfer of securities portfolios between various financial institutions. You will also monitor regulatory compliance and track market changes that impact settlement processes.

You will work closely with our custodians and transfer agents to streamline settlement processes and enhance client satisfaction. Your expertise will be essential in managing transfers of private hedge funds and investment funds, actively managing risk, and resolving exceptional transaction cases.

To succeed in this position, you will need strong analytical skills, excellent communication abilities, and the ability to work effectively in a fast-paced environment. You will be responsible for:

  • Coordinating settlement processes as a custodian
  • Ensuring smooth transfer of securities portfolios between various financial institutions
  • Monitoring regulatory compliance and tracking market changes
  • Managing transfers of private hedge funds and investment funds
  • Actively managing risk and resolving exceptional transaction cases

We offer a competitive compensation package, comprehensive healthcare plan, retirement savings plan, opportunities for continuous training and professional certification, and ample opportunities for career growth and development within the organization.

Requirements:

  • Advanced knowledge of securities markets and custodian functions
  • Excellent understanding of SWIFT communication protocols
  • Bachelor's degree in finance, economics, business administration, or a related field
  • Strong analytical thinking and problem-solving skills
  • Excellent communication and collaboration skills
  • Ability to work in a fast-paced environment