Investment Operations Analyst

Everon AG; Zürich; Hybrid; CHF 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Exposure to senior management

Full value chain insight

Freedom to shape processes

Flat hierarchies & fast decisions

Hybrid work: Zurich + up to 2 days WFH

Zusammenfassung

Everon AG in Zurich is seeking an Investment Operations Analyst to join the Portfolio Management team. You will ensure reliable operational investment processes from position management to reporting and collaborate with Operations, Account Management, Sales and Marketing.

The role blends hands-on duties with a mandate to continuously improve processes, including AI-driven automation and workflow optimization in a fast-paced environment.

Qualifikationen

• Bachelor’s or Master’s degree in Banking & Finance, Business, Mathematics, Information Systems, Computer Science or a comparable field.
• Initial experience in portfolio or asset management, investment operations, or the middle/back office of a financial institution is an advantage.
• Good understanding of financial instruments and the fundamentals of portfolio and asset management.
• Quantitative understanding of the risks associated with financial instruments and investment strategies.
• Basic knowledge of trading and settlement processes.
• Compliance awareness: You understand which data is sensitive and how it should be handled, including when using AI tools and have sound judgement regarding which matters require further scrutiny or escalation.

Aufgaben

• Portfolio Operations: Ensure the integrity of portfolio and position data, including reconciliations with custodian banks and issuers, maintenance of model portfolios and monitoring of trade orders through to settlement, particularly during periodic rebalancings.
• Controls and Quality Assurance: Perform ongoing controls throughout the investment process, including monitoring cash balances and portfolio deviations and systematically identify opportunities to improve our rebalancing and operational investment processes.
• Reporting and Performance: Contribute to product and client reporting, including factsheets and performance analyses and validate the underlying data.
• Stakeholder Coordination: Act as a point of contact for operational matters involving clients, partners and service providers and support Portfolio Management in day-to-day activities and projects.
• Process Development and Automation: Analyse existing workflows, develop and implement your own improvement ideas and automate recurring tasks, particularly with the help of AI.

Kenntnisse

Python

SQL

Analytical skills

Fast learner

Ausbildung

Bachelor’s or Master’s degree in Banking & Finance, Business, Mathematics, Information Systems, Computer Science

Tools

Claude AI

ChatGPT

n8n

APIs

Jobbeschreibung

About Everon

Everon AG is a FINMA-licensed asset manager based in Zurich. Through our platform-based approach, we develop systematic investment strategies for financial advisors, intermediaries and private clients and translate them into investment solutions.

Our team is young, dynamic and works at a fast pace with short decision-making processes. You will be directly involved in day-to-day operations while also having considerable scope to shape processes and make decisions within your area of responsibility.

Your Role

As an Investment Operations Analyst, you will be part of the Portfolio Management team and work closely with our Operations team. You will also collaborate with Account Management, Sales and Marketing. You will ensure that our operational investment processes run reliably and efficiently, from position management through to reporting

The role combines hands-on operational responsibility with a clear mandate to continuously improve and develop our processes.

Your Responsibilities

• Portfolio Operations: Ensure the integrity of portfolio and position data, including reconciliations with custodian banks and issuers, maintenance of model portfolios and monitoring of trade orders through to settlement, particularly during periodic rebalancings.


• Controls and Quality Assurance: Perform ongoing controls throughout the investment process, including monitoring cash balances and portfolio deviations and systematically identify opportunities to improve our rebalancing and operational investment processes.


• Reporting and Performance: Contribute to product and client reporting, including factsheets and performance analyses and validate the underlying data.


• Stakeholder Coordination: Act as a point of contact for operational matters involving clients, partners and service providers and support Portfolio Management in day-to-day activities and projects.


• Process Development and Automation: Analyse existing workflows, develop and implement your own improvement ideas and automate recurring tasks, particularly with the help of AI.

Your Profile

Education and Professional Expertise

• Bachelor’s or Master’s degree in Banking & Finance, Business, Mathematics, Information Systems, Computer Science or a comparable field.


• Initial experience in portfolio or asset management, investment operations, or the middle/back office of a financial institution is an advantage.


• Good understanding of financial instruments and the fundamentals of portfolio and asset management.


• Quantitative understanding of the risks associated with financial instruments and investment strategies.


• Basic knowledge of trading and settlement processes.


• Compliance awareness: You understand which data is sensitive and how it should be handled, including when using AI tools and have sound judgement regarding which matters require further scrutiny or escalation.

Technology and AI

• Confident, hands‑on experience with common AI tools, particularly Claude (including Projects, Artifacts, Skills, Claude Design and, ideally, Claude Code) as well as ChatGPT.


• Ideally, experience building workflows and automations, for example with n8n, as well as connecting data sources and applications to AI tools via APIs or MCP connectors.


• Ability to structure tasks in a way that enables AI tools to produce reliable results, while critically reviewing and validating their output.


• Programming skills, particularly in Python and SQL, are an advantage.


• You actively follow developments in AI, independently explore new tools and applications and see it as part of your role to continuously evolve the way you work through new technologies.

Working Style and Personality

• Strong willingness to learn and the ability to quickly and independently develop expertise in new areas, particularly investments and the effective use of AI.


• Strong analytical skills, a high level of accuracy and the ability to grasp complex topics quickly.


• Entrepreneurial mindset, initiative and a strong sense of ownership.


• Collaborative working style and enthusiasm for working in a small, fast‑paced team.


• Professional fluency in English (minimum C1) and German at B1 level or above; French and/or Italian are an advantage.

What We Offer

• A varied role with direct exposure to senior management and close collaboration across different areas of the company.


• Comprehensive insight into the full value chain of an asset manager, from investment strategy development through to trade execution and settlement.


• Considerable freedom to shape processes, tools and the further development of your role.


• Flat hierarchies, fast decision-making and a performance‑driven environment.


• Flexible working model with Zurich as the primary workplace and the option to work from home up to two days per week.