Oliver James Presentation Updated
- 1. Financial Services Recruitment Switzerland Oliver James Associates Switzerland, Stadelhoferplatz, Gottfried-Keller-Strasse, CH 8024, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3
- 2. Search & Selection to the Financial Services Industry Oliver James Associates is a market leading search and selection consultancy operating exclusively within the international nancial services industry. While our business was initially established in 2002 as a niche supplier of skilled professionals to the Insurance and Asset Management industries within the UK, we have grown organically, consistently and successfully since then across the broader nancial services sector. More speci cally, over the past two years we have further developed our international presence into Switzerland, Germany, Benelux and Asia. Having obtained our Swiss license in 2010, we have successfully established ourselves as a leading specialist in the areas of Actuarial, Risk, Compliance and Change Management recruitment within Switzerland. Each Senior Consultant is a vertical market specialist within their chosen discipline and has developed an extensive network of contacts across all sizes of business. Our team is made up of three Senior Consultants supported by three Researchers and between us we speak a combination of uent German, French, English, Italian, Spanish and Dutch (please see back page for senior team pro les). Oliver James Associates Switzerland, Stadelhoferplatz, Gottfried-Keller-Strasse, CH 8024, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3
- 3. Search & Selection to the Financial Services Industry We entered the Swiss market in response to two main areas of weakness within the nancial services recruitment sector: 1. Low employment turnover results in a lack of talent available for mid-senior level roles; 2. The supply gap between the top-end reach of most contingency recruitment rms and the bottom-end reach of most search rms results in poor quality of service being delivered in the SFr 120,000-SFr 200,000 salary range. Oliver James Associates satisfy these needs by: 1. Passive Swiss Market: proactively reaching out to build relationships with high calibre individuals who are not actively looking for a new role, but are receptive to being presented with their next logical career step. Our Research team has mapped out the entire Swiss market, enabling us to present the highest calibre local talent for our clients; 2. Client focus: building value-added relationships with a handful of carefully selected Financial Services providers and ring-fencing the rest of the market as a source of candidates so that our clients have access to key talent from their key competitors; 3. Search Methodology: we o er traditional contingency, sole agency and retained search solutions that we tailor to our clients’ speci c needs. No matter which solution is chosen, we treat each instruction as an individual project and apply our proactive search methodology to sourcing a high quality shortlist for mid-senior level roles; 4. International reach: we also have vertical market teams across Actuarial, Risk, Compliance and Change Management that speci cally identify talent in the UK, Benelux, German or Asia Paci c nancial services markets. This gives our Swiss clients access to a global candidate pool and we are experienced at introducing professionals that are open to relocation to Switzerland. Oliver James Associates Switzerland, Stadelhoferplatz, Gottfried-Keller-Strasse, CH 8024, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3
- 4. Structure Chart Actuarial Risk Management Compliance Change & Quantitative Permanent CHF 100,000 - CHF 350,000 Market Risk • AML/KYC Leadership Solvency II / Swiss Solvency Test • Control • Advisory • COO • Investment Risk • Monitoring • Change Director • Liquidity Risk • Trade Surveillance • Head of Change & Non-Life Actuarial • FI, EQ, Commodities, • Financial Promotions Transformation Alternative Investment • Regulatory • Reserving • Policy • Pricing • Reporting • Operations Change & Transformation • Capital • Sanctions • M&A • Programme Director Operational Risk • Anti-Bribery and Corruption • Project Manager • Product Compliance • PMO • ERM (Suitability & Appropriateness) Life Actuarial • Internal Control • Business Analyst / Consultant • Regulatory Risk • Regulatory Change • Reporting • Portfolio Management • Valuations • Finance Transformation • Pricing Credit Risk • Cost Reduction • Product Development • Operational Excellence / Lean • Client Management • Credit/ Rating Analyst Six sigma • Capital • Counterparty risk • HR Transformation • Longevity • Risk Control • IT Infrastructure Implementation • Sales Optimisation Quantitative • Strategy Insurance-Linked Securities • Operations • Model validation • Analysts • Target Operating Models • Programmer / Developer Project Positions • Programme Director • Programme Manager • Project Manager / Change Manager • PMO • Business Analyst / Consultant Oliver James Associates Switzerland, Stadelhoferplatz, Gottfried-Keller-Strasse, CH 8024, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3
- 5. Actuarial Over the past ve years, Oliver James Associates has established Europe’s leading Actuarial team – currently a team of 17 Senior Consultants. Understanding Actuaries and the insurance markets very well, we have built a vast network throughout the UK, Ireland, Belgium, Netherlands, Germany, Asia and Switzerland. We invest 100% of our time, energy and resources in developing a pool of active and passive Swiss Actuarial candidates. In Switzerland, our German-speaking consultants have mapped out over 1800 local candidates to add to our global database and we now have an extensive understanding of this extremely candidate short market. We are now one of the few genuine leaders in the actuarial recruitment space and during 2010/2011 we have successfully reacted to the high-demand for nearly/newly quali ed candidates due to the new Solvency II/SST regulations. We have managed this by tapping into our passive local candidate base and international Actuarial network. We use proactive search methodologies and o er a bespoke recruitment solution on a contingency, sole agency or retained search basis to suit your needs. Our candidates are from a pure Life or Non-Life background with at least 3 years’ experience. They are Swiss and German natives, as well as locally based international candidates. We recruit for a variety of technical and managerial roles (please see the structure chart on page 2 for details). Our recent assignments and appointments: • Chief Actuary – Non-Life Reinsurance Lloyd’s Market Reinsurer • Head of Non-Life Consulting Big-5 Consultancy • Senior Reporting Actuary – MCEV World-leading insurer • Non-Life Partner Big-4 Consultancy • Head of Pricing – Life Well-known Reinsurer • Modelling Expert- Capital Software consultancy • Non-Life Specialty Lines Pricing World-renowned Insurer • Senior Client Manager – Longevity Global Reinsurer Emma Gilbert +41 (0)44 508 0509 emma.gilbert@ojassociates.om Oliver James Associates Switzerland, Stadelhoferplatz, Gottfried-Keller-Strasse, CH 8024, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3
- 6. Risk Management & Quantitative Oliver James Associates places mid-senior level professionals in all areas of Risk Management, including Market, Investment, Operational, Credit and Counterparty Risk teams. This area also includes Quantitative professionals who are either PhD or Masters Graduates with experience in one or more of the following domains: Quant Analysis, Research, Modelling and Development. Our candidates have at least 3 years’ experience within the Investment Banking, Private Banking, Asset Management or Alternative Investments space. Our client base ranges from global banks to boutique asset managers and regulatory bodies. We work on assignments in the Zurich and Geneva regions. While we mainly focus on sourcing talent that is based in Switzerland, due to Oliver James Associates’ international reach, we can o er our clients access to our network of candidates in the UK, Benelux, Germany and Asia. Recent assignments and appointments have included: • Senior Risk Manager (Fund of ) Hedge Fund • Market Risk Controller Boutique Investment Bank • Senior Quant Analyst Swiss Asset Manager • Corporate Risk Manager Commodity Trader • Credit Risk Modeller Global Investment Bank • Investment Risk Manager Swiss Asset Manager • Quant Developer Global Hedge Fund • Head of Operational Risk Swiss Life Insurance Group • Deputy Head Risk Methodology Regulatory Body • Head of Regulatory Risk Boutique Private Bank Audrey Dresen +41 (0)43 508 0444 audrey.dresen@ojassociates.com Oliver James Associates Switzerland, Stadelhoferplatz, Gottfried-Keller-Strasse, CH 8024, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3
- 7. Compliance The Compliance team at Oliver James Associates covers Private Banking, Asset Management, Investment Banking and Insurance. We are able to provide mid-senior level professionals who have gained the majority of their experience in Switzerland and, therefore, have extensive knowledge of local regulations. Hot areas are: Financial Crime, Cross Border, Regulatory, Investment & Product Compliance and Due Diligence. Many of our Private Banking clients are under increasing pressure to cope with regulatory changes and prefer candidates that have a Legal education or, in some cases, have been admitted to the Bar. On the Asset Management / Investment Banking side, we nd there is demand for professionals that have a solid understanding of nancial products and individual asset classes. Based on these market trends, we have invested our time in developing relationships with talented individuals who possess one or both of these hard-to- nd skills. These individuals often work with Oliver James Associates as their exclusive recruitment partner, which gives our clients access to an untapped pool of talent that they will not be introduced to through other avenues. Recent assignments and appointments have included: • Head of Legal & Compliance Swiss Family Office • Senior Compliance Officer Alternative Investment Manager • Senior Legal & Compliance Officer Boutique Investment Bank • Head of Legal & Compliance Health Insurance Group • AML Officer Global Private Bank • Team Leader Trade Surveillance Swiss Asset Manager • Senior Compliance Officer Boutique Investment Bank • Due Diligence Officer Global Private Bank • Legal & Compliance Officer Fund of Fund Manager Audrey Dresen +41 (0)43 508 0444 audrey.dresen@ojassociates.com Oliver James Associates Switzerland, Stadelhoferplatz, Gottfried-Keller-Strasse, CH 8024, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3
- 8. Change Management Our Change Management team specialises in placing professionals across Investment Banking, Banking, Asset Management, Hedge Funds and Insurance in Switzerland. Due to our intrinsic knowledge in the change management space, our clients trust us with assignments that range from Business Analyst through to Programme/ Change Directors across Financial, Regulatory, and Operational & IT change. We currently support a range of clients from start-ups through to Global blue chip organisations in the Financial Service Sector. We work in a dynamic and challenging economic climate that demands change to take place e ciently and e ectively for companies to succeed. We fully understand the importance of these issues and our priority is to keep abreast of all changes and uctuations taking place within each relevant business. Our commitment lies in identifying and introducing those exceptional candidates that have experience of delivering the most successful Change projects across the Financial Services Industry. Recent assignments and appointments have included: • Director of Change Global Banking Institution • Head of Global Transformation General Insurance • Programme Manager (Solvency II) General Insurance • Project Manager (IT Infrastructure) Investment Bank • Project Manager Officer General Insurance • Project Manager – Operational Excellence Private Bank Julia Di Marco +41 (0)43 508 0444 julia.dimarco@ojassociates.com Oliver James Associates Switzerland, Stadelhoferplatz, Gottfried-Keller-Strasse, CH 8024, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3
- 9. Key Contact Details Audrey Dresen Having obtained her BA (Hons) in Business Administration in 2005, Audrey embarked on an international career Senior Consultant and has worked and lived in six countries across two continents. She has gained over ve years’ experience in Risk & Compliance recruitment, covering a wide range of roles in the Financial Sector. After having successfully built up the Banking audrey.dresen@ojassociates.com desk for Robert Half Luxembourg, she joined Oliver James Associates in 2010 to start up the Risk & Compliance 0041 (0)43 508 0444 capabilities for Switzerland. Thanks to her sector knowledge, ability to build trust, and her networking skills, she Languages: Dutch, English, French, German has positioned herself as a true expert in this market and established successful relationships with a number of high pro le clients in Asset Management, Banking and Insurance. Julia Di Marco Julia has lived in ve countries across Europe and America and after completing her BA (Hons) in Business Senior Consultant Management in London, she started her career in consultative sales across various industries. With over ve Change Management years of professional experience, Julia has gained strong market knowledge and cultural awareness by working julia.dimarco@ojassociates.com with high level professionals around the globe. Having specialised as a Changed Management Recruiter she 0041 (0)44 580 3711 joined Oliver James Associates to develop the change management desk for the Swiss Market focusing on Languages: Italian, English, Spanish assignments at CIO, Program Manager and Project Manager Level. Due to her intrinsic knowledge of the Financial Services Industry and language skills she has established strong business relationships with both clients and candidates internationally. Emma Gilbert Emma was brought on to develop the European Actuarial markets for Oliver James Associates in 2009, having Managing Consultant lived and worked in Germany for a number of years. A uent German-speaker to degree level (BA Hons English International Actuarial and American Literature and German) she has been taught by industry experts and now possesses a thorough emma.gilbert@ojassociates.com understanding of Actuarial topics. She has established herself as a market leader and well-known name in 0041 (0)43 508 0509 Switzerland. In the past year, she has placed candidates in Senior roles such as Chief Actuary, Head of Life Languages: English & German Actuarial and Director. Having an enviable network, both locally and internationally, she has developed high-pro le business relationships with Senior Actuaries in Switzerland and is extremely knowledgeable in dealing, negotiating and building rapport with Actuaries. Oliver James Associates Switzerland, Stadelhoferplatz, Gottfried-Keller-Strasse, CH 8024, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3