patrik bischof

zÃ¼rich und umgebung, schweiz

About

Associate, Product Documentation Specialist - Leonteq Securities AG

Country

switzerland

City

zurich

Industry

financial services

Skill

derivatives, strukturierte finanzprodukte, projektmanagement, structured products, depotverwaltung, financial risk, vba, microsoft excel, investment banking, back office, business analysis, risikomanagement, credit risk, wealth management, securities, risk management, sql, middle office, project management, requirements engineering, capital markets, financial regulation

Experience

zÃ¼rich und umgebung, schweiz

head of product issuance

leonteq

2016-12 - Present · 9 yrs 10 mos

Responsible for the day-to-day operations around the initial creation of product reference data in third party systems such as data vendors, central securities depositories, exchanges, clients/partners, etc. and the update of such data after corporate actions and other events during the lifecycle of structured products.

product documentation specialist

leonteq

2011-9 - 2016-11 · 5 yrs 3 mos

Drafting and reviewing of legal documentation for structured products under European and Swiss law as well as related regulatory documents. Evaluation of structured products with regards to Swiss federal income tax and withholding tax and the execution of tax reportings for actively managed certificates. Reporting and billing of index license fees and other fees associated with the launch of structured products.

internship private banking

credit suisse

2009-9 - 2010-3 · 7 mos

Producing product lists as a basis for global investment initiatives. Investment controlling, conducting performance and risk analyses for investment products.