Investment Controller Wealth Management
vor 19 Stunden
Your opportunity
Developing of new control mechanisms
Expanding management reporting tool Tableau, designing of processes and data analysis
Maintenance and development of control
- & reporting tools
Parameterizing of investment restrictions for periodical control of discretionary
mandates
Analyzing / Verify control results and release messages for Portfolio Managers,
tracking of reported issues until rectification
Providing breach reports in Tableau for relevant stakeholders
Supporting Portfolio Managers regarding Pre-Deal Alerts
Analyzing and processing workflow alerts for advisory clients
Participation in various projects in relation to control functions, for example database maintenance
You bring / You are
Completed degree or ongoing college education in finance, data science or additional training in finance (CFA, AZEK, FRM, etc.)
First professional experience in Wealth or Asset management especially in an
Investment Control or Compliance function
Product knowledge and knowledge of relevant standards and regulatory
frameworks for wealth management and investment advice for Asset and Wealth
Management
Avaloq User or/and developer skills (especially restriction moduls)
Good IT skills (Excel, Access, Tableau), programming skills Access / VBA
Structured and connected thinking as well as reliable, independent and diligent way
of working
Team-oriented, resilient, communicative and assertive personality
Very good communication skills in German, English and French What we offer
We work according to agile principles especially in our way of thinking, methods and with mutual trust
You would like to develop your skills? We are happy to support you with further trainings/ certifications
**Teamwork is important to us**: We exchange valuable knowledge and skills with each other at all times - One Vontobel
Our working culture is characterized by short communication channels and direct cross-departmental contact and information exchange
We offer the option for home office (Flexible working times), diverse benefits and provide a first-class lunch menu when you work in the office
Vielen Dank für Ihre Bewerbung bei Vontobel. Wir werden Ihre Bewerbung sorgfältig prüfen und Ihnen zeitnah eine Antwort zukommen lassen.
Vontobel ist ein Unternehmen, das Chancengleichheit fördert. Wir setzen uns für Chancengleichheit bei der Beschäftigung ein, unabhängig von Rasse, Hautfarbe, Abstammung, Religion, Geschlecht, nationaler Herkunft, sexueller Orientierung, Alter, Staatsbürgerschaft, Familienstand, körperlicher Einschränkungen oder Geschlechtsidentität.
Wir schätzen unterschiedliche Sichtweisen innerhalb unserer Teams und sind bestrebt, ein Umfeld zu schaffen, in dem jeder, der Teil unserer Leistungskultur sein möchte, sich selbst verwirklichen kann. Sie basiert auf gegenseitigem Respekt und null Toleranz gegenüber jeglicher Form von Diskriminierung.
Für Fragen stehen wir Ihnen gerne zur Verfügung. Bitte kontaktieren Sie uns über unser Kontakt Formular.
Standort
Zürich / Bleicherweg 21
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