Senior Investment Performance & Benchmark Analyst
At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.
Within our team in Zurich we are looking for a Senior Investment Performance & Benchmark Analyst (100%).
- Data owner for portfolio Performance
- Responsible for preparation of periodic performance review Meetings
- Actively participate in Datawarehouse and Business Intelligence Projects
- Manage and prepare regular performance and risk reports to senior Management
- Expert for Performance- and Risk measures and their interpretation in the context of portfolio management for funds and mandates, including ad hoc requests on performance
- Setup and lifecycle management for all benchmarks for separate accounts and investment funds in our portfolio management system AMS
- Provide benchmark-related expertise and support to investment management and investment reporting Teams
- Collaborate and work closely with cross functional business partners to identify gaps and provide Solutions
- Support Datawarehouse development by defining business requirements (for performance team), testing and implementing new performance reports
- Active involvement in new projects to improve performance analysis and benchmark management
- Master's Degree in Finance, Economics or in a quantitative field
- At least 3 years of experience in Performance Analysis and Benchmark Management
- Strong analytical skills related to Risk/Return, performance attribution and data analysis
- Strong IT affinity, good knowledge in SQL and VBA, experience with Business Intelligence tools (i.e. Tableau) is a plus
- Experience with portfolio management system is an advantage (i.e. Bloomberg PORT, AMS Allocare)
- Good presentation and communication skills
- "Can-do" mind-set and high attention to details
- Well organized and disciplined approach to work
- Very good German and English language skills
Take ownership and bring opportunities to life. Be Vontobel.
Mrs. Stefanie Glaser, Corporate Human Resources, +41 58 283 73 87