Reto Schönenberger

Angestellt, Institutional Client Business Switzerland, BlackRock
Zürich, Switzerland

Fähigkeiten und Kenntnisse

Mutual Funds
Hedge Funds
Fund Of Funds
Asset Management
Fund Account
Fund Administration
Private Equity
MBS
ABS
Investments
Investment Management
Relationship Managment
Trusts
Foundation
Life Insurancen
Equity
Fixed Income
Alternative Investments
Investment Compliance
Risk Management
Risk Management Tools
Guideline Monitoring
Custody Bank Services
Structured Products
Product Management
Lifecycle Management
GIPS Reporting
Corporate Actions

Werdegang

Berufserfahrung von Reto Schönenberger

  • Current 12 years and 10 months, since Aug 2013

    Institutional Client Business Switzerland

    BlackRock

  • 1 year and 6 months, Jul 2011 - Dec 2012

    Client Service Manager / Product Manager Private Labeled Funds

    Credit Suisse Funds AG

    Client Service Manager & Product Manager for Swiss & Luxembourg based private labeled funds for large mulinationals and external asset managers (i.e. single point of contact for all client initiated requests regarding fund setup, product enhancements, fund accounting issues, risk issues, etc), Project leader for implementation of new umbrella funds and new sub funds in existing umbrellas (i.e. liase with involved supporting units like risk, legal, compliance, custody, portfolio management)

  • 2 years and 6 months, Jan 2009 - Jun 2011

    Product Manager / Analyst Zurich Invest Ltd

    Zürich Invest AG

    Calloboration in various product launches (i.e. setting up the operational framework), Project leader in various internal projects (i.e. sales promotion, enhancement of existing products), qualitative and quantitative assessment of foreign currency fixes income mandates (i.e monitoring investment guidelines, writing performance reviews), Member of Investment Committee for retail and institutional products / portfolios

  • 1 year, Jan 2008 - Dec 2008

    Product Distribution Wealth Planning

    UBS AG

    Collaboration in various product launches, supporting Product Managers in sales-oriented tasks, representing Business Sector in various cross-boarder projects, establishing sales reporting for Business Sector

  • 2 years and 6 months, Jul 2005 - Dec 2007

    Management Office Wealth Management Switzerland

    UBS AG

    Coordination and establishing educational program for HNWI Desk Heads, driving and coordination of sales initatives for Wealth Management Switzerland

  • 1 year and 11 months, Sep 2003 - Jul 2005

    Management Support Wealth Management Switzerland

    UBS AG

    Establishing and maintaining Intranet and Internet websites for Wealth Management Switzerland and International

  • 3 years and 1 month, Aug 2000 - Aug 2003

    JUNA

    UBS AG

    Assignments in various departments i.e. Marketing, Human Resources, Process-Engineering, Business Support Wealth Management International

  • 3 years, Aug 1997 - Jul 2000

    Commercial Apprenticeship

    UBS AG

    Assingments in various department i.e. IT Support, Payments, Core Affluent Clients, Institutional Clients, Investment Banking Operations

Ausbildung von Reto Schönenberger

  • 2012 - 2012

    Chartered Alternative Investment Analyst (CAIA)

  • 2009 - 2012

    Chartered Financial Analyst (CFA)

  • 2003 - 2007

    Wirtschaft

    HWZ Hochschule für Wirtschaft Zürich

Sprachen

  • German

    C1 (Fließend)

  • English

    C1 (Fließend)

  • French

    B1-B2 (Gute Kenntnisse)

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