11 дней назад
Junior Product and Analytics Specialist (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Junior Product and Analytics Specialist (Finance): Analyzing investment, fund, and client data, automating reporting processes, and preparing client-facing materials for institutional asset management with an accent on data transformation, process efficiency, and clear communication. Focus on supporting client meetings, improving presentation workflows, and collaborating with global investment and marketing stakeholders.
Location: Zürich, Switzerland, Genferstrasse 27
Company
is a publicly listed, majority family-owned global investment firm headquartered in Zurich, with more than 2,300 professionals across 27 locations.
What you will do
- Support client meetings and reporting activities through investment and client data analysis.
- Prepare clear, high-quality client-facing presentations and communication materials.
- Enhance and automate reporting and presentation processes to improve efficiency and deliverable quality.
- Transform and analyze investment, fund, and client data into meaningful insights.
- Collaborate with Client Portfolio Managers, Content Operations, Marketing Enablement, and Investment teams across global locations.
Requirements
- Bachelor’s or Master’s degree with a strong quantitative focus, preferably in Finance, Sciences, or Engineering.
- Experience in data management or data processing and an interest in asset management.
- Strong problem-solving, communication, organizational, and multitasking skills.
- Proficiency in Microsoft Office, especially Excel and PowerPoint.
- Graphic skills for improving product presentations.
- Fluent English and German required.
Nice to have
- Experience with portfolio management software or Bloomberg.
- Programming or scripting skills in Python or MATLAB.
- Italian, Spanish, or French language skills.
- Familiarity with AI tools and techniques, including automation, agents, and reviews.
Culture & Benefits
- Friendly, diverse, and collaborative team in an open-office environment.
- Collaboration spaces and free lunch at the Zurich location.
- Access to modern technology and an agile working environment.
- Flat hierarchy, cross-level collaboration, and a campus-style atmosphere.
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