400px Allegis Group company logo Client Data Management (Investment Management)

Client Data Management (Investment Management)

  • Full Time
  • Zurich, Zurich, Switzerland
  • TBD USD / Year
  • TEKsystems profile

  • Job applications may no longer being accepted for this opportunity.


General information:

  • Position: Data Management (Banking/ Investment Management)
  • Start date: ASAP
  • Length of the contract: 6 months
  • Location: Zurich/hybrid


Department/Job Overview:

  • A challenging position within Credit Suisse Asset Management Switzerland as a Client, Portfolio and Benchmark Data Specialist where you will be part of a centralized function with cross disciplinary responsibilities

Key Responsibilities:

  • You will have an opportunity to work in a dynamic team of motivated and experienced data specialists, who are responsible for maintaining client, portfolio and benchmark data in the various asset management systems
  • You will work closely with sales, portfolio management, legal, compliance and operations teams across the Bank as well as with our external stakeholders and ensure that a new client and its accounts are opened in the systems in line with the client contract
  • You will ensure completeness and a high quality of data required in the systems by the time of the investment
  • You will support building a completely new experience for the users of the Client Onboarding system by contributing to the development of the platform


Essential Skills:

  • Experience in working with the Investment Management Agreements and understanding of the discretionary and advisory investment services
  • Very high reliability, accurate working methods, a trained eye for details
  • Client-centered focus
  • Good Microsoft Excel knowledge

Desired Skills:

  • Strong communication skills, hands-on attitude and talent to motivate people around you
  • Fluent in German and English essential, French and/or Italian would be a plus

Experience Level:

  • 4+ years of professional experience in data management, preferably in the portfolio management, client onboarding or investment compliance area within an established financial institution


  • Bachelor’s or Master’s degree in Banking and Finance or a related field

Job Title: Client Data Management (Investment Management)

Location: Zürich, Switzerland

Job Type: Contract

TEKsystems, an Allegis Group company. Allegis Group AG, Aeschengraben 20, CH-4051 Basel, Switzerland. Registration No. CHE-101.865.121. TEKsystems is a company within the Allegis Group network of companies (collectively referred to as “Allegis Group”). Aerotek, Aston Carter, EASi, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at https://www.allegisgroup.com/en-gb/privacy-notices.

To access our Online Privacy Notice, which explains what information we may collect, use, share, and store about you, and describes your rights and choices about this, please go to https://www.allegisgroup.com/en-gb/privacy-notices.

We are part of a global network of companies and as a result, the personal data you provide will be shared within Allegis Group and transferred and processed outside the UK, Switzerland and European Economic Area subject to the protections described in the Allegis Group Online Privacy Notice. We store personal data in the UK, EEA, Switzerland and the USA. If you would like to exercise your privacy rights, please visit the “Contacting Us” section of our Online Privacy Notice at https://www.allegisgroup.com/en-gb/privacy-notices for details on how to contact us. To protect your privacy and security, we may take steps to verify your identity, such as a password and user ID if there is an account associated with your request, or identifying information such as your address or date of birth, before proceeding with your request. If you are resident in the UK, EEA or Switzerland, we will process any access request you make in accordance with our commitments under the UK Data Protection Act, EU-U.S. Privacy Shield or the Swiss-U.S. Privacy Shield.

To apply for this job please visit ars2.equest.com.

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