Oliver James Swiss market

1. Financial Services Recruitment
Switzerland
Oliver James Associates Switzerland AG, Mühlebachstrasse 20, 8032, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3

2. Search & Selection to the Financial Services Industry
Oliver James Associates has been a specialist recruitment partner to the Financial Services sector since 2002. We help organisations to attract the most
suitable talent in the market instead of being limited to a list of candidates that are actively seeking jobs. While our business was initially established as a
niche supplier of skilled professionals to the Insurance and Asset Management industries within the UK, we have grown organically and consistently,
across the broader financial services sector. More specifically, 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 and Compliance
recruitment within Switzerland, on both a permanent and contract basis. Our senior consultants are specialists within their vertical markets and excel at
finding talented individuals for challenging roles. They operate with absolute discretion, integrity and professionalism. Our Swiss team is supported by
Researchers and between us we speak a combination of fluent German, French, English and Dutch (please see back page for senior team profiles).
Oliver James Associates Switzerland AG, Mühlebachstrasse 20, 8032, 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 financial 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 firms and the bottom-end reach of most search firms 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 offer traditional contingency, sole agency and retained search solutions that we tailor to our clients’ specific 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 specifically identify talent in
the UK, Benelux, German or Asia Pacific financial 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 AG, Mühlebachstrasse 20, 8032, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3

4. Structure Chart
Actuarial Risk Management Compliance Contract
& Quant
Permanent
CHF 100,000 - CHF 350,000 CHF 800 – CHF 2000 per day
Market Risk • AML/KYC
Solvency II / Swiss Solvency Test Solvency II / Swiss Solvency Test
• Control • Advisory
• Investment Risk • Monitoring
• Liquidity Risk • Trade Surveillance
Non-Life Actuarial • FI, EQ, Commodities, • Financial Promotions Non-Life Actuarial
Alternative Investment • Regulatory
• Reserving • Policy • Reserving
• Pricing • Reporting • Pricing
• Operations
• Capital • Sanctions • Capital
• M&A • Anti-Bribery and Corruption • M&A
Operational Risk
• Product Compliance
• ERM (Suitability & Appropriateness)
Life Actuarial • Internal Control Life Actuarial
• Regulatory Risk
• Reporting • Reporting
• Valuations • Valuations
• Pricing Credit Risk • Pricing
• Product Development • Product Development
• Client Management • Credit/ Rating Analyst • Client Management
• Capital • Counterparty risk • Capital
• Longevity • Risk Control • Longevity
Quantitative
Insurance-Linked Securities Insurance-Linked Securities
• Model validation
• Alternative Risk Transfer • Analysts • Alternative Risk Transfer
• Asset Liability Management • Programmer / Developer • Asset Liability Management
Oliver James Associates Switzerland AG, Mühlebachstrasse 20, 8032, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3

5. Actuarial
Over the past five 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 qualified 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 offer 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 Audrey Dresen
+41 (0)43 508 0444
audrey.dresen@ojassociates.om
Oliver James Associates Switzerland AG, Mühlebachstrasse 20, 8032, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3

6. Risk Management & Quant
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 offer 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 AG, Mühlebachstrasse 20, 8032, 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 find there is demand for professionals that have a
solid understanding of financial 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-find 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 AG, Mühlebachstrasse 20, 8032, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3

8. European Contract / Interim
Our European clients expect us to deliver interim solutions for a myriad of scenarios requiring a fixed period of support. Our aim is to secure the highest
calibre candidates that are capable of addressing our clients’ needs from day one. As a result, our approach to Contract/Interim search has developed well
beyond simply advertising and searching our existing database.
The contract market is extremely fast paced and it is critical that we regularly keep in contact with the professionals who operate within the market. Our
International network allows us to produce quick turnaround times for contract requirements and a high level of service to both candidates and clients
alike. Long-standing relationships with our candidates and existing clients ensure that industry specific referrals from these trusted partners continue to
allow us to provide high quality candidates to our clients and place our candidates in back to back contracts over a number of years.
In addition to our team of consultants, we also have a highly competent support team in place that ensures the smooth running of the desk from behind
the scenes. Their work includes: referencing, payment processing, contract compliance and keeping up to date with the latest employment regulations.
Recent assignments and appointments have included:
• Non Life Reserving Actuary Large European Reinsurer
• Global MoSes Project Actuary Global Reinsurer
• Technical Provisions Methodology Documentation Lead International Direct Insurer
• MCEV Reporting actuary Reputable Life Insurer
• Life Reporting Actuary International Insurer
• GI Capital Modelling Actuary Speciality Lines Insurer Benjamin Moses
• Global P&C Reserving Actuary International Reinsurer +49 (0)8922 061 068
• Product Development and Cooperate Actuary Large German based Insurer benjamin.moses@ojassociates.com
Oliver James Associates Switzerland AG, Mühlebachstrasse 20, 8032, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3

9. Key Contact Details
Permanent Employment Solutions Freelance / Contract Employment Solutions
Audrey Dresen Benjamin Moses
Managing Consultant Consultant
audrey.dresen@ojassociates.com benjamin.moses@ojassociates.com
0041 (0)43 508 0444 +49 (0)8922 061 068
Languages: Dutch, English, French, German Languages: English
Having obtained her BA (Hons) in Business Administration in 2005, Audrey Ben specialises in the recruitment of Actuaries to the European Life and
embarked on an international career and has worked and lived in six Non-Life insurance and reinsurance markets. By extensive networking in the
countries across two continents. She has gained over five years’ experience in market and the development of relationships based on trust and integrity, he
recruitment, covering a wide range of roles in the Financial Sector. After has developed formidable client relations and influential candidate contacts.
having successfully built up the Banking desk for Robert Half Luxembourg, In addition, to proactively and reliably consulting both client and candidate,
she joined Oliver James Associates in 2010 to start up the Risk & Compliance Ben is committed to expanding his specialist market knowledge and is always
capabilities for Switzerland. Thanks to her sector knowledge, ability to build keen to take on new projects.
trust, and her networking skills, she has positioned herself as a true expert in
this market and established successful relationships with a number of high
profile clients in Asset Management, Banking and Insurance.
Oliver James Associates Switzerland AG, Mühlebachstrasse 20, 8032, Zürich, Schweiz Registered in Switzerland - Company number. CH-020.3.035.791-3