Stellenangebot

Client Investment Reporting Specialist

Die Julius Baer Gruppe sucht einen Client Investment Reporting Specialist, der für die genaue und zeitnahe Berichterstattung von Kundenanlagen verantwortlich ist. Der Stelleninhaber unterstützt die Front-Office-Einheiten bei Anfragen zur Berichterstattung von Kundenanlagen und sorgt für die Genauigkeit der Daten aus verschiedenen Plattformen.

Zürich

Julius Bär Gruppe AG

100%

Aufgaben

Provide responsive support to front office units on client investment reporting inquiries, ensuring prompt resolution and service excellence
Assist in the processing of multi-bank reporting services, maintaining the accuracy of data received from various platforms

Anforderungen

Bachelor’s degree in Finance, Business, Economics or a related discipline
2~3 years of experience in operations within a financial services environment
Solid understanding of investment products and their key characteristics
Demonstrable knowledge of portfolio valuation methods and performance measurement principles