Job Detail

Investor Services and Reporting Specialist

Inseriert am: 20.03.2019
Investor Services and Reporting Specialist #128738Schweiz-Switzerland - Region Zurich-Zürich |   Vollzeit | Private Banking and Wealth Management | 

Stellen ID

 128738Wealth Management / Wealth & Financial PlanningEnglish

We Offer

 

 



  • A dynamic entry role with international exposure and an opportunity to contribute to the area of Investor Services within our Legal Entity Credit Suisse Insurance Linked Strategies (ILS) based in Zurich. You'll join a fast-paced and forward-thinking team, whose team spirit and specific expertise guarantee an exciting working environment and growth opportunities.

  • The aim of this position is to support our investors on all type of product related issues and coordinate solution deliveries with various internal departments as well as with external service providers such as Fund Administrator and Fund Directors

  • You will assist investors during the subscription/redemption process with the necessary formalities, and obtain and maintain investor related data

  • Taking an active part in the production and distribution of monthly investor reports and weekly performance updates as well as customized reports for external partners

  • You will coordinate and prepare regulatory reporting including the preparation and maintenance of internal management information reports (e.g. deal schedules, performance attribution reports, distribution lists, etc.)

  • Working closely with internal and external partners you'll ensure the support and coordination of projects and initiatives on a variety of topics, e.g. subscriptions, redemptions, dealing dates, deadlines, reporting requirements, etc.

  • You are responsible for maintaining an efficient and institutionalized recordkeeping of Investor Services related documents, and collaborate intensively to define and drive the digitalization of processes and controls as well as continuous advancement of the control environment

  • You will conduct business analysis, document processes, problems and identify effective solutions, use of advanced excel/VBA, SQL techniques to prototype solutions and implement standardized processes

  • We are open for flexible / agile working


 


You Offer

 

  • Are you a dedicated teammate who is passionate about reporting and a true digital native? Do you like to optimize processes and use your analytical skills to devote to our team's success?

  • You have a proven track record in a similar role or successfully completed your studies

  • As an astute problem solver, you love to work in an energizing environment which requires a high level of flexibility and the ability to handle multiple challenging priorities and manage time effectively

  • Ideally you have advanced experiences in VBA/Excel, Basic SQL and PowerBI

  • You are a self-starter who actively takes ownership, initiative and responsibility

  • As a committed member of our team you are dedicated to deliver high quality work within short time frame and can establish long-lasting relationships with key partners

  • You combine a high client and service orientation with excellent communication skills

  • You are fluent in English and German


 


*LI-CSJOB*  

Ms. V. Thoma would be happy to review your application.


Please apply via our career portal.

Details