Investment Office Specialist (m/f/d)

About us

Liberty Vorsorge values its employees. It focuses on values such as commitment, creativity, respect, team spirit, and reliability. People commit themselves in the same way that they expect others to do. Solution-oriented behavior is encouraged. People communicate on an equal footing and value others. They support each other and help others. Promises and agreements are kept.

Job description

For our Seewen-Schwyz location, we are looking for an experienced Investment Office Specialist (m/f/d) to join our Investment Office team with immediate effect or by agreement.

Tasks and area of responsibility

Your duties and responsibilities include:

• Review of portfolios for compliance with the investment strategy/BVV2 guidelines (after-trade checks)
• Review and analysis of asset managers' investment proposals (model portfolios) for compliance with the investment strategy/BVV2 guidelines (pre-trade checks)
• Support with risk management for the investments of all foundations
• Automate and optimize all control processes in the context of the value chain in the investment sector

Your profile

Your profile should meet the following requirements:

• University degree/technical college degree or subject-specific further training such as CIIA or CFA
• Several years of experience in the investment sector, specifically in portfolio management and/or fund analysis
• Very good knowledge of securities in various asset classes, particularly investment funds and investment foundations
• Experience in investment controlling and/or risk management is an advantage
• Structured approach with high quality standards
• Affinity for working with programming languages such as VBA or Python
• Experience with the Finnova or Avaloq core banking system

We offer

We offer:

• A varied job with exciting tasks in a dynamic team
• Attractive employment conditions
• Free coffee, tea, mineral water etc.
• Free parking directly on site
• Various employee events