Quantitative Finance Analyst CISA, UCITS and AIF Funds

coni+partner AG; Basel; On-site; CHF 120,000 - 190,000; Full time

Job summary

coni + partner ag is seeking a senior Quantitative Finance Analyst to join a Zurich-based asset management client. You will perform risk and performance analyses across multiple asset classes and develop models for investment portfolios.

Proficiency with Python, SQL and Excel, and experience with data providers like Bloomberg, Reuters, and Morningstar, are essential. The role requires a strong finance background, English fluency, and an analytical mindset.

Qualifications

• Strong academic background in Finance or Quantitative Finance.
• Experience in a quantitative analytics team of an international asset manager or Big 4 with fund mandates.

Responsibilities

• Conduct risk and performance analyses with regular reports for management and investors.
• Identify and quantify risk across instruments and funds including alternatives.
• Develop performance models for investment portfolios.
• Utilize software to access financial information (e.g., Bloomberg, Morningstar, Reuters).
• Maintain data analysis databases and data extraction/upload workflows.
• Develop and implement updated risk models and data-driven insights.
• Calculate performance of complex investment strategies for different fund types.
• Review data quality and reporting robustness for stakeholders.
• Provide recommendations based on evaluations and reports.

Skills

Quantitative analytics

Investment instruments

English

German (nice to have)

Python

SQL

Excel

Communication skills

Education

Finance or Quantitative Finance degree

CAIA or CFA (advantage)

Tools

Python

SQL

Excel

Bloomberg Terminal

Reuters

Morningstar

Risk Metrix

Job description

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom‑fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.

Our client is the asset management an international bank in Zurich. We are searching for a senior specialist (m, f, d) as

Quantitative Finance Analyst CISA, UCITS and AIF Funds

Your Tasks:

• Responsible for risk and performance analyses, as well as for regularly updated reports on a wide range of asset classes of the bank's asset management for executive management and investors
• Identify and quantify risk across the entire spectrum of financial instruments, securities, funds, funds of funds, including alternative investments, and generate various insights through analysis for the senior management and investors in a timely manner
• Developing performance models for a range of specific investment portfolios
• Using of software that enables automated access to financial information such as Bloomberg, Morningstar, Reuters, etc.
• Maintaining databases for data analysis and processes for extracting and uploading data and static data
• Developing and implementing updated risk models for assessing risks as well as quantitative tools providing data‑driven insights
• Calculating the performance of complex investment products or portfolio management strategies using specific formulas, depending on whether the investment is in a public market fund or private equity
• Ongoing review of the quality and compliance of risk and performance data, as well as contributing to high quality and robustness of reporting
• Creating recommendations based on evaluations and reports for internal and external stakeholders
• Contributing to best practices in the department regarding tools, methodologies, processes and infrastructure

Your Profile:

• Strong academic background in Finance or Quantitative Finance
• CAIA or CFA as an advantage but not mandatory
• Experience in a quantitative analytics team of an international asset manager or in a Big 4 company with mandates in the fund industry
• Familiarity with a broad range of investment instruments
• Familiarity with quantitative risk concepts or performance measurement
• Advanced knowledge in Python, SQL, and Excel
• Experience with, e.g., Bloomberg, Reuters, Morningstar, or Risk Metrix is required
• An analytical mindset with a keen eye for detail
• A team‑oriented approach and a strong understanding of how to interact with people at different levels of the organization
• Excellent communication skills
• Fluency in English; knowledge of German is a plus.

Your Contact:

Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

contact (at ) coni-partner.com