Data Management Specialist

vor 4 Wochen


Lugano, Tessin, Schweiz Infront Vollzeit

Are you passionate about wealth management and data analysis? Do you have a strong background in securities and portfolio management?

About the Role

Infront's partner company, Assetmax, is a Swiss Fintech that provides cutting-edge wealth management software to independent asset managers, family offices, and banks.

We're on a mission to create the most intuitive and modern software platform for wealth managers. Our goal is to relieve our clients from repetitive tasks and help them stay up-to-date with technological and regulatory changes.

We're looking for a highly motivated Data Management Specialist to join our team in Lugano. As a key member of our team, you will be responsible for the reconciliation of portfolio management mandates and processing portfolio data-related issues.

Key Responsibilities:

  • Daily reconciliation according to Service Level Agreements (SLAs)
  • Run quality checks and validations daily and perform corrections as needed
  • Manage securities master data and price supply
  • Collaborate with custodian banks to resolve issues

Additional Tasks:

  • Provide first-level support to clients on reconciliation and data-related topics
  • Document all interactions with clients
  • Identify second-level support requests and delegate them to the relevant team members

What We're Looking For:

  • Strong knowledge of securities and portfolio management
  • At least 3+ years of experience in mid- or back-office operations
  • Excellent communication and social skills
  • Good IT skills, particularly in Excel
  • A customer-centric approach

Salary: €60,000 - €80,000 per year



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