Client:

A leading banking and asset management group with well-established Swiss headquarters and excellent global reach. They offer dynamic and personalized services in investment advisory and asset management for institutional clients on the asset management side (where this job is based), as well as for private clients on the wealth management side. Strong on sustainability and the environment. Offices across Switzerland as well as globally.

An entrepreneurial, fast-paced and driven place to work with an international mindset. A very well-established Swiss bank with an extremely strong balance and credit rating. An employer who really values their employees, offering a meritocratic place to work. Would ideally suit those used to a medium-sized bank and looking to join a human-sized organisation.

A Client that Finders works with regularly and can thereby explain very well the culture of the Bank to any prospective, suitable applicant.

Position:

Joining the Analytics, Risk & Performance Management Unit, this Risk & Performance Reporting role is part of a collegial, close-knit team. Within Asset Management, you will essentially be responsible for monitoring and analyzing investment performance, and the identification, quantification, analysis and reporting of investment risks for a wide range of asset classes. You will provide insightful analyses and decision-making support for clients as well as for internal stakeholders.

Responsibilities to include, but not limited to:

• Performing of various control, reconciliation and update tasks , including loading data into the banking and asset management systems, as well as into the bank’s custom performance database
• Various reporting tasks related to fund and mandate performance and risk monitoring
• Maintenance of risk/performance related objects, such as portfolios, benchmarks, indices and other static data points, in order to keep our monitoring framework up-to-date
• Calculate and book performance-based fees
• Respond to routine enquiries and fulfill requests from portfolio managers, relationship managers, management, and RFP specialists
• Assist in various projects aimed at enhancing processes and oversight

Profile:

• University degree, higher education in Finance or equivalent
• 1-5 years of practical experience in the field of Performance and Risk reporting for funds / mandates
• Ability to perform operational tasks with precision, ensuring meticulous attention to detail, proper prioritization, and uncompromised quality
• Ability to work under pressure and at a fast pace
• Experience with Bloomberg, Morningstar, Eikon, FactSet and/or Avaloq preferred
• Good knowledge in VBA, SQL or Python is a plus
• Fluency in English
• Eligible for Swiss work visa