Junior Investment Reporting & Data Automation Specialist

Pictet; Genf; On-site; CHF 80,000 - 110,000; Full time

Job summary

Pictet Asset Services in Geneva seeks a junior Investment Reporting professional to contribute to tailoring and delivering customized reports for large institutional clients. You will analyze requirements, support onboarding, and help automate reporting processes with a focus on data quality and accuracy.

The role emphasizes collaboration across Data, IT and client teams, with opportunities for continuing education.

Qualifications

• Master’s degree in Finance with a strong Data Analytics component.
• Junior profile with no more than two years of professional experience after completing studies.
• Willingness to undertake continuing education alongside the role.
• Strong interest in data, automation, digitalization and AI applied to portfolio reporting for large institutional clients.
• Advanced proficiency in Microsoft Excel; initial exposure to Python and SQL is a must-have; Snowflake is a plus.
• Good understanding of financial instruments, portfolio transactions and investment concepts.
• Knowledge of performance measurement and risk analytics.
• Knowledge of private assets and reporting considerations is an asset.
• Rigorous, analytical and detail-oriented with focus on data quality.
• Client- and service-oriented with ability to translate requirements into solutions.
• Excellent problem-solving skills and independent work drive.
• Collaborative across business, data and technology teams.
• Very good command of French and English; Swiss German is an asset.

Responsibilities

• Support production and development of investment and customized reports for institutional clients.
• Respond to clients and internal stakeholders on complex reporting and performance questions.
• Produce, maintain and improve customized client reports.
• Perform quality controls on portfolio and performance data for timely delivery.
• Identify opportunities for automation and process optimization.
• Assist in development, testing and rollout of new reporting solutions.
• Collaborate with Data, IT and other Pictet teams to improve data quality and processes.

Skills

Excel

Python

SQL

Snowflake

Data analytics

French

English

Teamwork

Problem solving

Attention to detail

Education

Master's in Finance

Tools

Python

SQL

Snowflake

Job description

Pictet Asset Services in Geneva seeks a junior Investment Reporting professional to contribute to tailoring and delivering customized reports for large institutional clients. You will analyze requirements, support onboarding, and help automate reporting processes with a focus on data quality and accuracy.

The role emphasizes collaboration across Data, IT and client teams, with opportunities for continuing education.