Foundation Manager

Main responsibilities

• Overall responsibility for the administrative management, technical-accounting and business activities of Fondazione
• Define the financial and actuarial regulations and parameters underlying the plan in order to achieve long-term financial equilibrium
• Administrative and operational management of the pension fund, including enrolment of members, management of contributions and benefits.
• Supervises the establishment of the Annual Report, the accounting and actuarial reporting to the foundation board and the supervisory bodies as well as the reporting according to IAS 19 to EFG SA
• Coordination with external bodies (actuarial consultants, auditors, supervisory authorities) and service providers (custodian banks, asset managers).
• Supervision of pension fund investments, in accordance with the investment regulations and risk criteria.
• Supervision and control of annual accounts, financial statements and documentation required by supervisory bodies.
• Supporting the Board of Foundation in defining the pension fund's strategy, ensuring the financial stability of the foundation
• Managing communications to members, including information on benefits and regulatory changes.
• Monitoring regulatory developments in the field of pensions and updating internal procedures.

Key requirements

• Degree in Economics, Finance, Actuarial Science or related disciplines.
• Proven experience in the management of pension funds, provident funds or similar institutions.
• Sound knowledge of pension legislation (e.g. LOB in Switzerland or equivalent local legislation).
• Expertise in financial management and investment supervision.
• Excellent organisational, analytical and interpersonal skills.
• Advanced knowledge of IT tools for pension management and reporting.
• Managerial competences.
• Languages: Italian, English – German and French are assets

Job Summary

The Pension Fund Manager is in charge of managing and administering the company pension fund, ensuring compliance with current regulations and protection of the interests of the employees of affiliated companies against the economic consequences of old age, death, and disability. He/she coordinates all operational, financial, and administrative activities of the pension fund, in line with the foundation regulations, policies and legal provisions.

Working Relationships

The Administration of the Foundation is composed of a small team, where collaboration between the Pension Fund Manager and all other roles of the Team is essential.

The role implies frequent interactions with Board members, external auditors, actuaries, human resources office, reinsurer, investment advisory, responsible of investment mandates, relationship manager of the Custodian Bank.

Decision-Making & Autonomy

Autonomous and structured management of all tasks, with a global overview of the entire operations of the Foundation.

Plans and organizes activities quickly, recognizing priorities, formulating solutions appropriate to the circumstances. Communicates his views to colleagues in a timely manner, seeking to promote transparency, circulation of information within the team and process efficiency.

Working Conditions

Work in EFG Office Lugano with frequent travel to EFG offices or to service providers (Actuary, Investment Controller, cooperating financial institutions, …) in Geneva or Zurich.

Useful keywords

• Degree in Economics
• Proven experience in the management of pension funds
• Sound knowledge of pension legislation (e.g. LOB in Switzerland or equivalent local legislation).
• Expertise in financial management and investment supervision.
• Excellent organisational
• Overall responsibility for the administrative management
• Define the financial and actuarial regulations and parameters underlying the plan in order to achieve long-term financial equilibrium
• Administrative and operational management of the pension fund