Investment Operations Analyst - AI & Automation

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

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.