Investment Analytics Specialist

☞ Credit Suisse

View: 130

Update day: 29-03-2024

Location: Zürich Zürich ZH

Category: Accounting / Auditing

Industry: Finance

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Job content

Your field of responsibility


As an Investment Analytics Specialist for Institutional and UHNWI Clients you will support our high-end customers in Switzerland. In this role you are responsible for the following tasks: daily reconciliation of multi asset class portfolios (money market, equity, fixed income, commodities, currencies, alternative investments). As well as demand-based data analysis as well as investment reporting production; mapping and valuation (market value and exposure) of derivatives (e.g. futures, swaps, options, etc.) and external positions. You proactively engage in creation of ad hoc analyzes of the performance and risk figures of the portfolio or the sub-asset classes

Your future colleagues


Our team offers you on- and off-the-job development opportunities as well as high degrees of freedom in how you organize your working day. You will find a highly motivating and supportive environment with the long-term perspective in specialization in the direction of Investment Analytics Consultant (Front) or Subject Matter Expert (Back Client Support). Moreover, we are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.


This position offers remote working opportunities for an agreed amount of days per week.

Your skills and experience


Are you the perfect fit for this role? Now is your chance to show us how your skills, experience and attributes are just what we are looking for:

  • University degree in Banking & Finance or a similar level of education (e.g. CFA, AZEK)
  • Knowledge of investment management, ideally a good understanding of the front, AM and / or custody environment
  • Experienced handling of (fund) accounting tools and processes, experience with Simcorp Dimension an advantage
  • Affinity with numbers and enjoyment of process-oriented work, good handling of deadlines and time pressure
  • Ability to combine pronounced analytical and conceptual skills with a careful working attitude and keep an eye on the essentials in a solution-oriented manner
  • A standout colleague with a forward-thinking, flexible and reliable way of working as well as with the commitment to provide high quality deliverables within the given timeframe
  • Professional interaction with a wide variety of stakeholders
  • Very good knowledge of German and English; other languages an advantage
  • Dedication to fostering an inclusive culture and value diverse perspectives

*LI-CSJOB*
Ms Diana Fryzowicz would be delighted to receive your application. (including cover letter)

Please apply via our career portal.

Your new employer

Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits and excellent training.

We are a leading wealth manager with strong global investment banking capabilities founded in 1856. Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future for our clients.

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible. Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law. If you require assistance during the recruitment process, please let your recruiter know.

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Deadline: 13-05-2024

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