Internship - Transfer Agent Register
Pictet GroupLuxembourg2 days ago
Full-timeFinance, Sales
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Your team
The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.
FundPartner Solutions provides a full suite of fund administration and private label funds services. The global team of industry experts specialises in fund domiciliation, registration and governance, as well as risk compliance and investment management services.
Operationsprovide secure and efficient processing of Pictet’s banking transactions and investment funds. Our teams ensure all activities follow regulations and manage risks.
By developing and maintaining a modern, robust infrastructure, we guarantee reliable, high-quality services for Pictet wealth management, asset management and real estate clients.
We are looking for a dynamic trainee to join the TA Register – LUX’s team.
Qualifications and knowledge:
We will not accept any CVs via agencies
Diversity & Inclusion
Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.
The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented at 30 offices in financial centres worldwide, and currently employs over 5200 people. Pictet has been present since 1989 in Luxembourg, where it employs over 700 people.
FundPartner Solutions provides a full suite of fund administration and private label funds services. The global team of industry experts specialises in fund domiciliation, registration and governance, as well as risk compliance and investment management services.
Operationsprovide secure and efficient processing of Pictet’s banking transactions and investment funds. Our teams ensure all activities follow regulations and manage risks.
By developing and maintaining a modern, robust infrastructure, we guarantee reliable, high-quality services for Pictet wealth management, asset management and real estate clients.
We are looking for a dynamic trainee to join the TA Register – LUX’s team.
- Start date: March/April
- Duration: 6 or 12 months
- Employment rate: Full time or Part-time (80% - 1day/week at school)
- Prerequisite : A tripartite internship agreement signed with your school
- Opening investor accounts in the Transfer Agent (TA) unit's systems.
- Configuring and updating client databases.
- Handling internal and external requests relating to the client register.
- Carry out daily checks relating to our professional obligations in terms of anti-money laundering and combating the financing of terrorism (AML/ATF).
Qualifications and knowledge:
- Currently pursuing a Bachelor's or Master's degree in Finance, Economics or Engineering, or a related field.
- Knowledge of or strong interest in Luxembourg AML/KYC regulations.
- Knowledge of the different roles in the investment fund industry (custodian bank, transfer agent and fund administration), as well as of the related regulatory framework.
- Excel advanced functions (macros, index, conditional list, arrays, pivots, lookups).
- SQL, Python coding skills
- Any FATCA / CRS experience / knowledge
- Knowledge of Multifonds or Fenex software
- Fluency in both English and French.
- Dynamic and able to show initiative in problem solving.
- Enthusiastic and with a can-do attitude.
- Keen to ensure a high level of quality and productivity.
- Able to show a track record of consistently meeting or exceeding targets set for your team.
- Able to adhere to quality and production standards.
- Keeps a constant eye on process improvement, including an ability to innovate and simplify both finance and operational processes.
- Exceptional attention to detail and excellent organisational and time-management skills.
- Able to prioritise and demonstrate relentless discipline in achieving goals.
- A self-starter with a natural curiosity to learn new skills in an ever-changing environment.
We will not accept any CVs via agencies
Diversity & Inclusion
Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.
Key Skills
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