• Preparation of clients’ monthly reports and ad hoc analysis requests• Verification of the NAV computed by the administrator of our internal funds• Execution and follow-up of clients’ trades • Monitoring of our internal database • Preparation of the monthly investment committee, update of the company investment universe as well as the potential candidates and the company brochure, and computation of our internal composite index

• Supervising operational regulatory audit of Private Banks, Market Makers and Asset Managers (verification of compliance requirements according to the Swiss law, FINMA and the Swiss National Bank)• Supervising operational audit of financial statements of Private Banks, Market Makers and Asset Managers

• Matching specific customers requests with securities, sectors or particular assets.• Participation in the preparation of investment proposals for prospects and reviewing of existing portfolios.• Developing and taking care of the layout of arguments on investment strategies relating to various fields: stocks, bonds, structured products, options, funds, alternative investments & commodities.