Job offer

Operations Specialist

The Operations Specialist (80-100%, m/f/d) position at Julius Baer in Zurich involves monitoring and processing financial instruments, supporting portfolio managers and working with custodian banks. The ideal candidate will have strong problem solving and communication skills as well as very good German and English language skills.

Job description

Operations Specialist 80% - 100% (m/f/d)

Tasks

  • Process automation
  • Settlement: Monitoring of financial instruments traded by Portfolio Management
  • Recognition of repayments and subscriptions
  • Daily reconciliation of fund positions with third parties worldwide
  • Supporting the Portfolio Manager(s) in day-to-day business
  • Issuing cash transfers and forex trades
  • Processing and monitoring of corporate actions
  • Close cooperation with custodian banks and funds Services

Requirements

  • Strong problem solving and communication skills
  • Resilient and agile personality, team player
  • Very good written and spoken German and English skills

We offer

No explicit benefits mentioned, but the opportunity to be part of a team that wants to shape the future of wealth management.

Job details

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