coni+partner AG

• Support the investment team and provide guidance on company participations in investments and strategic partnerships
• Research tax compliance issues and interpret tax laws and rulings
• Review corporate tax returns prepared by external advisors and tax reporting processes
• Advise on tax compliance aspects of private equity business
• Support FATCA and AEOI matters and review IRS Forms W-8 and W-9
• Manage annual tax-obligation compliance processes across jurisdictions worldwide
• Research and interpret tax laws and regulations affecting private equity investments
• Collaborate with investment teams on tax due diligence, tax structuring and tax-scenario analysis
• Monitor tax procedures and controls and assess international and domestic taxation changes affecting fund investments
• Ensure compliance with U.S. federal, state and international tax obligations
• Participate in ad hoc tax projects and provide direct ad hoc support and training

Analyst, Tax & Compliance – PE Funds

Risk

• Review the existing risk management framework and processes
• Facilitate identifying, evaluating, managing, and monitoring risk across the bank
• Develop risk management methodologies and tools
• Maintain an end-to-end understanding of business processes, systems, and related risks
• Consult business and control process owners on developing risk-management processes and controls
• Prepare risk management reports for regular management meetings and external reporting to auditors and stakeholders
• Conduct regular policy reviews to ensure compliance with legal and regulatory standards
• Liaise with internal and external auditors
• Provide staff support, education, and training on risk management and internal controls

Operational Risk Analyst

Auditor

• Audit Group companies in Switzerland and abroad, including interfaces and processes between Group companies and the parent company
• Plan and conduct financial audits, including the review of quarterly and annual financial statements under IFRS, finance processes, and reporting at headquarters and domestic and international subsidiaries
• Review the accuracy and effectiveness of the internal control system (ICS) and corporate governance
• Review and assess Group-wide compliance and general adherence to laws, policies, and ethical standards
• Present and discuss key findings with the management teams of subsidiary companies
• Prepare audit reports for the Head of Group Internal Audit
• Work with line managers to develop efficient and effective Group processes and monitor their implementation
• Provide best-practice guidance in reporting and Group financial accounting
• Support finance departments at Group locations worldwide and deliver training as required
• Handle ad hoc projects and special audits as needed
• Travel: up to 30%

Internal Auditor, Finance & Processes

Financial Planning and Analysis

• Calculate, validate and report fund investment portfolio performance measurement, attribution and risks
• Analyze portfolio configurations, aggregated portfolios and benchmark data; source and manage benchmark data
• Support client reporting teams across the group with relevant performance metrics
• Execute critical performance-related projects with client reporting and project management teams in Private Banking Operations & IT
• Perform problem-solving, change management, user acceptance testing support, documentation and application of controls
• Work with process and IT platform enablers, portfolio managers, front desks, business management teams, internal audit, external data vendors and service providers
• Contribute to optimizing the department, tools, systems, platforms and processes

Financial Mathematician, Asset Management

Legal Assistant

• Responsible for the registration of investment funds with FINMA and contact person for foreign investment funds in Switzerland
• Ensuring the control of legal requirements for Luxembourg, Cayman Islands, Singapore, etc.
• Analysing and evaluating cross-border distribution processes for investment funds
• Responsible for regulatory issues or questions regarding the onboarding of fund managers (KYC/AML, tax compliance, due diligence, etc.)
• Ongoing updating of country-specific compliance lists for fund documentation, investor information, financial reports, legal reporting, etc.
• Contact person for internal stakeholders or investors
• Support of specialist teams in contract management and legal reporting, etc.
• Maintenance of fund documents, contracts, minutes or preparation of general meetings, etc.
• Situation-related ad hoc projects

Assistant Legal Fund Structuring

• Assist with the life cycle of fund investments at locations worldwide
• Register funds, analyze documents and contracts, monitor deadlines, and handle internal and external reports
• Coordinate onboarding services for investment structures, including KYC and AML compliance
• Open bank accounts and update associated documentation
• Collaborate with law firms, notaries, and authorities
• Check prospectuses, investor information, offers, and fund documents
• Update contracts and service level agreements
• Ensure compliance with regulatory and tax requirements
• Monitor regulatory disclosure and reporting obligations
• Support cooperation with law firms, notaries, and authorities
• Update and clean data in the private equity database and customer master data
• Store contracts in systems and administer activities after committee meetings

Legal Assistant / Paralegal, Fund Investment Compliance, AIFM

• Calculate, validate and report fund investment portfolio performance measurement, attribution and risks
• Analyze portfolio configurations and aggregated portfolios
• Source and manage benchmark data
• Support client reporting teams across the group with relevant performance metrics
• Execute critical performance-related projects with client reporting and project management teams in Private Banking Operations & IT
• Perform problem-solving, change management, user acceptance test (UAT) support, documentation and application of controls
• Work with process and IT platform enablers, portfolio managers, front desks, business management teams, internal audit, external data vendors and service providers
• Contribute to optimizing the department, tools, systems, platforms and processes

Financial Mathematician, Risk & Reporting

• Build and maintain relationships as key audit partner with business area management
• Provide audit support and internal controls expertise
• Conduct risk-based audits and consulting services to evaluate and improve processes across wealth management
• Identify weaknesses, patterns, trends and correlations in business operations and processes
• Prepare comprehensive audit reports documenting identified weaknesses, associated risks and practical risk-mitigation recommendations
• Conduct follow-up activities to evaluate the adequacy of management’s corrective actions
• Conduct annual risk assessments for specific Wealth Management operating areas
• Develop recommendations for the following year’s annual audit plan
• Share computer-assisted audit techniques, data visualization tools and data analytics best practices
• Contribute know-how to strengthen internal audit practices and other risk/control efforts
• Work in an international private bank environment with up to 15% annual travel

Lead Internal Auditor – Private Banking

Insurance

• Support the quantitative analysis of private markets portfolios and the optimization of additional investment portfolios
• Conduct detailed analyses of portfolios containing private equity and infrastructure investments
• Develop tools for benchmarking private markets portfolios
• Analyze extensive historical data in comparison with the performance of current portfolios
• Provide ad hoc investment research in response to specific client inquiries
• Analyze and further develop quantitative models and tools for portfolio construction and risk management
• Support investment monitoring, quantitative research on asset allocation, and investment liquidity
• Provide quantitative support for risk/return optimization
• As a second line of defense (2nd LoD), monitor other departments’ calculation of performance figures, earnings forecasts, and risk management metrics

Financial Mathematician – Private Equity Funds, Portfolio Construction, Risk Management

• Independently plan and execute data-driven audits across the entire group
• Use data analysis, ML, and AI-powered audit tools to detect deviations from standards and identify risks
• Translate audit assignments into data-analytical audit investigations, including IT-based tests
• Uncover irregularities, statistical outliers, and systemic anomalies across the Group
• Prepare unstructured raw data from large, complex datasets through structured ETL processes
• Process data into robust and meaningful audit results using statistical audit procedures
• Discuss findings with stakeholders and report them to the Head of Internal Audit
• Collaborate on developing modern audit methodologies using ML, LLM, and AI
• Support the Head of Internal Audit in preparing the annual plan and annual risk-landscape assessment
• Maintain relationships with internal stakeholders
• Handle ad hoc projects

IT Auditor, Data Scientist

• Audit Group companies in Switzerland and abroad, including interfaces and processes between Group companies and the parent company
• Plan and conduct financial audits, including the review of quarterly and annual financial statements under IFRS, financial processes, and reporting at headquarters and domestic and international subsidiaries
• Review the accuracy and effectiveness of the internal control system (ICS) and corporate governance
• Review and assess Group-wide compliance and general adherence to laws, policies, and ethical standards
• Present and discuss key findings with the management teams of subsidiaries
• Prepare audit reports for the Head of Group Internal Audit
• Develop efficient and effective Group processes in collaboration with line managers and monitor their implementation
• Provide best-practice advice in reporting and Group accounting
• Support finance departments at Group locations worldwide and provide training as required
• Carry out ad hoc projects and special audits as needed
• Travel: up to 30%