Back Office Specialist

vor 8 Stunden

Zürich, Schweiz Evooq Vollzeit

IAM Back Office Specialist

Languages: Fluent in English and German

Location: Zurich

Contract type: Full-time Permanent

Hybrid: 3 days in the office

At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized through highly autonomous teams and by privileging trust and responsibility.

We are expanding and looking for a motivated Back Office Specialist to play a key role in supporting the onboarding of new clients on our dedicated Independent Asset management platform.

To be considered for this role, you must be fluent in English and German

What you'll do as a Back-office specialist:

  • Support the onboarding of new clients including migration of clients’ portfolios onto the IAM platform in collaboration with the Onboarding Project Manager
  • Daily reconciliation of clients’ portfolios based on data feeds from custodians and partially, manual data capture of positions and transactions
  • Carrying out reconciliation analysis and troubleshooting, when necessary, to resolve any issues on the clients’ accounts
  • Managing relationships with third parties, e.g. custodian banks
  • Liaising with clients via different channels and acting as primary point of contact for all their back office relevant issues
  • Helping the team to identify and improve procedures and policies that are outdated or ineffective

What you'll need as a Back-office specialist:

  • 2-3 years of experience in back-office or middle-office operations (including reconciliations across all asset classes) of a Private Bank, Independent Asset Manager or Fund Management Company
  • Broad knowledge of the Wealth Management & Asset Management activities
  • Being responsible and proactive in performing daily tasks as well as in tackling new issues
  • Ability to perform technical responsibilities of the job with a high level of competence
  • Being professional, hands-on and having a positive work ethic
  • Ability to multitasking and working by deadlines
  • Being analytical and paying attention to details
  • Being a team player
  • Fluent in English and German, with Swiss German being a plus

Additional information

Evooq is a global provider of technology-driven solutions for wealth managers. We are building an ecosystem that combines data, technology and investment expertise to make personalised investment scalable.

Wealth managers use our solutions to deliver personalised advice to investors with high-quality content and the best investment products.

We are headquartered in Lausanne, with additional offices in Zurich and Singapore. We operate as a group of highly autonomous teams that take responsibility for their projects and interact with each other based on mutual trust.

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