Olivia Bürki

Bis 2012, Junior Investment Manager, Caldwell & Partners
Zürich, Schweiz

Fähigkeiten und Kenntnisse

Project Management
Organization
Analysis
Controlling

Werdegang

Berufserfahrung von Olivia Bürki

  • 2 Jahre und 6 Monate, Sep. 2009 - Feb. 2012

    Junior Investment Manager

    Caldwell & Partners

    - Liaising with brokers, banks and clients - Conduction of private placements, subscriptions and redemptions of hedge funds - Execution of stock exchange and FOREX transactions - Dealing with Corporate Actions - Reconciliation of client accounts - Preparation of quarter end reporting to clients - Handling of cash management of client accounts - Managing payment instructions - Maintenance of company research files - Supporting the trust de

  • 2 Monate, Juli 2009 - Aug. 2009

    Global Shareholder Reporter

    UBS AG

    - Monitoring and analyzing of short-selling positions - Disclosure of positions to authorities - Generation of documentations in short-selling and passive reporting

  • 6 Monate, Aug. 2008 - Jan. 2009

    Controlling & Reporting

    EFG Financial Products

    - Execution of account payables and receivables - Maintenance of the account payable sub ledger and static data - Managing the credit card expense process within accounting and ensuring the compliance with internal policies - Involvement in different finance project work like the implementation of an electronic filing system of invoices - Organization of weekly budget meetings - Documentation of different finance processes - Preparation of month-end bookings - Account reconciliations

  • 5 Monate, Feb. 2008 - Juni 2008

    Research and Market Analysis

    Warburg Alternative Investments

    - Market and competition analysis - Support of the sales-team by preparing presentations and fact-sheets - Responsible for the customer relationship system - Prepare roadshows

  • 5 Monate, Aug. 2007 - Dez. 2007

    Junior Project Manager

    FX Finvest LLC

    - Assist project managers in international affaires - Organize travels and meetings

  • 2 Jahre und 4 Monate, März 2005 - Juni 2007

    Ground Handling Agent

    Swissport International AG

    - Passenger and Luggage service for more than 50 customer airlines (check-in) - Preparation for the departure of a flight (gate)

Sprachen

  • Englisch

    Fließend

  • Deutsch

    Muttersprache

  • Französisch

    Grundlagen

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