Quantitative Finance Specialist: Fund Performance & Risk

coni+partner AG; Zürich; On-site; CHF 110,000 - 170,000; Full time

Job summary

coni+partner AG in Zürich is seeking a finance/form expert to drive portfolio performance measurement, risk reporting, and benchmark management. The role includes supporting client reporting teams with key performance metrics and leading performance-related projects within Private Banking Operations & IT.

You will work with portfolio managers, front desks and IT platform teams, applying VBA/Python/SQL skills for data analysis, controls and vendor collaboration.

Qualifications

• Master's degree in Finance/Quantitative Finance or equivalent.
• Experience in asset management, investment banking, or consulting.
• Experience in risk and performance analysis of fund investments (e.g. UCITS, AIF).
• Programming skills (VBA, Python, SQL).
• Experience with Bloomberg, FactSet, Morningstar Essentials.
• Performance measurement and attribution experience; interest in controls and external service providers.

Responsibilities

• Handle calculation, validation and reporting of fund investment portfolio performance, attribution and risks.
• Perform portfolio configuration analysis, aggregated portfolios, benchmark data sourcing and benchmark management.
• Support client reporting teams with relevant performance metrics.
• Lead performance-related projects with client reporting and project management teams in Private Banking Operations & IT.
• Assist with problem-solving, change management, UAT support, documentation and controls.
• Collaborate with IT/platform enablers, front office clients and external data vendors.
• Contribute to optimization of department tools, systems, platforms and processes.

Skills

VBA

Python

SQL

Bloomberg Terminal

FactSet

Morningstar Essentials

Perf measurement

Portfolio risk analysis

Education

Master's degree in Finance/Quantitative Finance

Tools

Bloomberg Terminal

FactSet

Morningstar Essentials

QA Direct

Job description

coni+partner AG in Zürich is seeking a finance/form expert to drive portfolio performance measurement, risk reporting, and benchmark management. The role includes supporting client reporting teams with key performance metrics and leading performance-related projects within Private Banking Operations & IT.

You will work with portfolio managers, front desks and IT platform teams, applying VBA/Python/SQL skills for data analysis, controls and vendor collaboration.