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| Job Description: Associate Sales BlueOrchard Finance Job Title Associate Sales, Zürich-based Description of Function Under the leadership of the Head of Investor Relations, the Associate Sales will lead BlueOrchard Finance’s fund raising efforts in German-speaking Switzerland, with a core focus on independent asset managers (Vermögensverwalter), institutional Investors (Pension Funds) and family offices. S/he will develop BlueOrchard Finance’s franchise, already well established in French-speaking Switzerland, into the German-speaking area of Switzerland Tasks of Function To gather market intelligence in the region (competitive landscape among social investment product providers, asset allocation trends among independent asset managers and institutional investors) To build and update an investors / intermediaries regional database (CRM) with qualitative and quantitative data to actively promote and sell BlueOrchard Finance’s established product range and white-labeled customized solutions to such counterparties, directly, or through the establishment of business development agreements to provide first-level support to established investors and intermediaries, leveraging the Investor Relations team based in Geneva Skills Needed to Do Tasks 5 to 10 years of experience in a similar function in the Zürich area Deep knowledge and excellent contacts with the local investors and intermediaries Native Swiss-German speaker, English a must, French a plus Able to work autonomously with limited “corporate” support Personal profile A keen interest in micro-finance and impact investing more broadly defined Team player, working with people End-product orientation, can-do attitude Rigor and discipline Able to work autonomously Able to work in small structures, with a focus on pragmatism Service-oriented, flexible to accommodate the peaks inherent to such a function Typical Work Environment Function formally based in Zürich, frequent local travelling and to Geneva Compensation structure Significantly impacted by actual fund raising results after a preliminary period |
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| Job Description: Risk Manager, BlueOrchard Finance SA Job Title Director of Risk Management Description of Function The purpose of risk management is to safeguard BlueOrchard Finance SA and its related entities, its investors, customers, reputation, assets and the interests of stakeholders by identifying and managing all threats to the achievement of its business objectives. The risk management function is separate from and independent of the business functions (including operating units and portfolio management) and reports directly to the Board of Directors. The risk management function is part of the management committee of the company Tasks of Function Design, implement and maintain an overall risk management process and procedures Establish risk manuals and maintain relevant documentation for audit and inspection Manage the process of identifying and assessing the risks affecting BlueOrchard Finance SA Oversee and implement the plans of risk control, including but not limited to business continuity plans, compliance with the Alternative Investment Fund Manager Directives in Luxembourg and any other regulations that may be applicable, and liaise with regulators Monitor developments in the regulatory framework and proactively adapt risk management process and procedures whenever necessary Monitor, evaluate and challenge BlueOrchard Finance SA’s success in managing its risks Organize appropriate internal and external risk reporting Guide the valuing of assets in the BlueOrchard Finance SA’s portfolio including impairments, loss given default, and probability of default, and present these for approval as part of the Risk Committee Provide training on risk management issues to senior management and staff , front-office and middle offices teams Establish limits within investment targets set by the Investment Committee, Implement and maintain quantitative and/or qualitative limits for each Alternative Investment Fund under management by Blue Orchard Finance SA Ensure that risk profiles previously disclosed to fund investors are consistent with internally set limits Monitor compliance with risk limits set and report unfavorable deviations following the company’s internal procedures and the regulatory procedures on such matters Committee Memberships Risk Committee – Chair the Corporate Risk Committee which sets policy on all corporate risk issues Manage the Watch List process to identify and actively manage problem credits, including scheduling meetings an |
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| Job Description: Associate Sales and Investor Relations BlueOrchard Finance Job Title Associate Sale and Investor Relations Description of Function Under the leadership of the Head of Investor Relations, the Associate Sales and Investor Relations will support the business development team (Head of Investor Relations, Head of New Product Development, Chief Investment Officer) in their efforts to promote existing and new products on a consultative selling basis with institutional investors, UHNWI, Funds Selection Units and distributors. Over time the Associate Sales and Investor Relations may expect to share some client/prospect-facing tasks with the business development team Tasks of Function To gather market intelligence (competitive landscape, asset allocation trends, product potential) To extract lessons from regulatory moves in the markets where BlueOrchard Finance products are sold To build and update an investor and consultant database (CRM) with qualitative and quantitative data To provide accurate, efficient and actionable data and presentations in preparation of sales visits performed by the team To provide support in answering requests for proposals, preparing road shows and events To help generate and package up-to-date information required to service existing investors and distributors To provide support when specific sales campaigns, events, road-shows are organized Skills Needed to Do Tasks 3 to 5 years of experience in a similar function in the Funds management industry Good knowledge of investor and consultant landscape Sound understanding of financial products as well as investors’/ distributors’ needs and expectations, industry’s best practices and regulatory context Excellent written communication skills in English, if possible in French and/or German Very strong analytical mind, able to generate, process quickly and efficiently large amounts of data Very resourceful in finding the right data set Personal profile Team player, working with people End-product orientation, can-do attitude Rigor and discipline Able to work autonomously Able to work in small structures, with a focus on pragmatism Service-oriented, flexible to accommodate the peaks inherent to such a function Typical Work Environment Function formally based in Geneva, limited travelling required Minimum Qualification Required Advanced degree in Business, Finance or Accounting from an internationally recognized university |
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