Patrick Tax

Angestellt, Manager Reporting Team, GAM Investment Management (Switzerland) Ltd.
Zürich, Switzerland

Fähigkeiten und Kenntnisse

leadership skills
Teamwork
analytical skills
flexibility
Fund & Institutional Reporting
Performance & Attribution Reporting
KIID process management
Database queries and VB programming

Werdegang

Berufserfahrung von Patrick Tax

  • Current 16 years, since Jun 2010

    Manager Reporting Team

    GAM Investment Management (Switzerland) Ltd.

    •Manage the team with a diverse set of reporting streams, including mandate reporting, mandate billing, fund reporting and the complete KIID process. •Responsible for all data published for the full fund universe •Driving system developments to improve the reporting processes, utilising skiils of team specialists. •Coordinate with the teams within the Data Services department and other departments

  • 1 year and 11 months, Aug 2008 - Jun 2010

    Client Service Manager

    GMO

    Point of contact for continental clients, providing information, reports and support.

  • 2 years and 10 months, Nov 2005 - Aug 2008

    Manager Performance Measurement

    First State Investments

    Responsible for all the performance, contribution and attribution reporting of the fund & benchmark universe. Leading the team of 4. Providing support for relationship Management, portfolio managers and foreign offices (HK & SG).

Sprachen

  • German

    C1 (Fließend)

  • English

    C1 (Fließend)

  • Dutch

    C2 (Verhandlungssicher / Muttersprachlich)

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