Become part of Helvetia Asset Management

Key tasks:

• Formulating and implementing unit strategy
• Providing support for cross-sector topics and projects
  
• Carrying out transformation and change programmes
  
• Ensuring independent asset management governance
  
• Interface with unit controlling and responsible for investment controlling
  
• Processing transactions with securities and derivativesn
  

Key tasks:

• Serving internal customers (market units) and acting as an interface that captures requirements and conveys solutions
• Devising tailored investment solutions, taking into account asset/liability analyses and with a view to sustaining an optimum investment income from a risk/return perspective
  
• Providing analyses and market assessments of new asset classes and market trends
  
• Performing risk management to ensure regular monitoring of market risks and safeguarding the quality of operating processes and workflows
  
• Developing innovative pension solutions and investment products
  

Key tasks:

• Implementing investment strategy and tactics for the Helvetia Group
• Selection, monitoring and trading of 
  – fixed-interest investments (bonds/loans, etc.)
  – shares
  – alternative investments (private debt, private equity, etc.) and
  – derivatives
• Management of funds administered internally (institutional funds Switzerland and Luxembourg, Allegra funds)
  
• Trading in financial instruments for insurance solutions
  
• Selection and monitoring of external managers and funds across all investment classes

• Real Estate Portfolio Management
• Real Estate Projects Switzerland
  
• Real Estate Management Switzerland
  

Key tasks

• Portfolio management (investment and owner strategy)
• Investment and transaction management (purchases and sale of real estate and land)
  
• Acquisition, development and construction of real estate projects as well as refurbishments of holdings
  
• Asset and property management
  
• Property accounting (keeping subsidiary ledgers)
  
• Property valuation
  

Key tasks:

• Fund management and administration
• Managing network partners
  
• Real estate portfolio management and sales
  
• Risk management and finances
  
• Legal and compliance management
  

Key tasks:

Offer following investment groups to autonomous and semi-autonomous pension funds for the purpose of investing their investment capital:

• Swiss Shares Smart Beta Dynamic 100
• Real estate (Swiss Real Estate and Romandie Real Estate)
• Mixed investment groups (BVG-Mix and BVG-Mix Plus 35)
• Mortgages
• Support with the challenging task of structuring the investment side of an employee benefit institution such that returns are as high as possible and the risk calculable
  

Key tasks:

• Defining, implementing and reviewing the strategy and managing mortgage portfolios for Helvetia clients and third-party customers
• Continuous adaptation and optimization of underwriting in line with market conditions and return, risk and duration needs
  
• Reporting to Helvetia client and third-party panels
  
• Defining and managing mortgage regulations and core processes in the mortgage field
  
• Coordinating and monitoring outsourcing partners (sales and settlement)
  
• Ensuring compliance with statutory and regulatory requirements in the mortgage business
  
• Ensuring mortgage-related back-office tasks relating to financial accounting and regulatory reporting

Key tasks:

• Data governance, data architecture, data quality, data management and data interfaces
• The creation and management of standard reports, the creation of reporting guidelines and templates as well as the provision of reporting tools
  
• Locating quantitative models and structuring for the unit for the purpose of obtaining from the internal and external data in-depth findings and decision-making bases for the specialist units and the CIO
  
• All systems and tools, incl. system architecture
  
• Management and upkeep of subsidiary ledgers