Finance Analyst - funds and private equity

JobCourier; Lugano; Vor Ort; CHF 70’000 - 110’000; Vollzeit

Zusammenfassung

Un'azienda in crescita nel settore dei servizi finanziari sta cercando un Junior Product Specialist per unirsi al suo team dinamico a Zurigo. Questa posizione offre l'opportunità di supportare l'intero ciclo di vita del prodotto, dalla due diligence alla gestione operativa, in un ambiente stimolante e orientato al cliente. Se sei una persona motivata e attenta ai dettagli, con una solida formazione in finanza e banche, questa è un'opportunità che non puoi perdere. Unisciti a un team che valorizza l'innovazione e la crescita professionale, dove le tue competenze possono fare la differenza.

Qualifikationen

• 1-3 years of experience in structured products or related financial fields.
• Master's degree in Banking & Finance or Economics is required.

Aufgaben

• Assist in operations involving Actively Managed Certificates and securitized structures.
• Support sales team in client interactions and documentation processes.

Kenntnisse

Analytical Skills

Interpersonal Skills

Detail-oriented

Team Player

Proactive Learning

Adaptability

Fluent in English

Fluent in German

Ausbildung

Master's degree in Banking & Finance

Master's degree in Economics

Tools

Structured Products Knowledge

Securitized Structures Knowledge

Client Management Tools

Jobbeschreibung

Finance Analyst - funds and private equity

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Mappa

Candidati

Junior Product Specialist (100%) - Zurich

A growing financial services firm is seeking a reliable and motivated Junior Product Specialist to join its dynamic team in Zurich. The role is part of a fast-paced, client-driven environment specializing in structured products, AMCs, and securitization services.

As part of the Product Management team, you will support the end-to-end product lifecycle, from due diligence and structuring to operational follow-up. This is a great opportunity for a detail-oriented and ambitious individual with a background in banking and finance.

Your Key Responsibilities:

1. Assist in day-to-day operations involving Actively Managed Certificates, securitized structures, and paying agent services
2. Act as a central point of contact for internal departments (e.g., Sales, Legal & Compliance, Trading, Operations) on product issuance-related matters
3. Support the sales team in client interactions and documentation processes
4. Contribute to product due diligence, maintenance tasks, and ensure compliance throughout the lifecycle
5. Manage fee-related tasks, invoicing, and administrative follow-ups
6. Participate in various initiatives including marketing follow-ups and process improvement efforts

Your Profile:

1. Master's degree (or equivalent) in Banking & Finance or Economics
2. 1-3 years of relevant experience in structured products or related financial fields
3. Knowledge across multiple asset classes and a good grasp of structured solutions and private markets
4. Highly analytical, detail-focused, adaptable, and capable of managing multiple tasks
5. Strong interpersonal skills, team player mindset, and a proactive approach to learning
6. Fluent in English and German; additional languages are a plus
7. Tech-savvy, with an interest in automation and process optimization

If you are interested in this opportunity, please apply today!

Banking Sales Associate - Structured Products & AMCs (100%) - Zurich

A leading financial services company is looking for a Banking Sales Associate to support its Structured Products & AMC Sales Team. This is an exciting opportunity to work in a dynamic and entrepreneurial environment, providing top-tier support to sales professionals and clients.

What You Can Expect:

1. Highly entrepreneurial and challenging environment
2. Management of own client book (any jurisdiction) and acquisition of new clients
3. Highest level of service excellence in all client aspects
4. Cross-asset advisory to a wide range of institutional clients
5. Focus on Structured Products and Actively Managed Certificates (AMCs)
6. Engagement with various stakeholders to continuously enhance the product offering
7. Attractive remuneration scheme with high flexibility & independence

Profile Requirements:

1. Excellent education in finance and derivatives (master's degree preferred)
2. Strong technical skills and knowledge in cross-asset structured solutions
3. Structured Products and Actively Managed Certificates (AMCs) - Experience
4. Minimum of 3 years of experience in sales - must in the banking/finance area (Junior profile)
5. Transferrable client book is a big plus
6. Values: Dynamic, driven, team-oriented, social, highly motivated, entrepreneurial, and loyal
7. English, Spanish, German and Swiss German are a Must
8. Start: This full-time position is immediately available
9. Traveling involved

If you are interested, don't hesitate and apply today!