Portfolio Management Specialist

Vor 2 Tagen


Stäfa, Zürich, Schweiz IG Group Vollzeit

As a Senior Business Consultant – Portfolio Management Solution, you'll play a key role in driving change and helping our clients succeed. You'll support them at every stage of their journey, using advanced tools, your industry knowledge, and a strong focus on their needs to deliver effective solutions.

In this exciting role, you won't just guide clients—you'll help shape the future of wealth management, contributing to our global growth with innovation, teamwork, and excellence.

Your responsibilities include:

  1. Supporting Infront customers throughout their entire journey, utilizing our solutions for onboarding new customers, project coordination, and continuous adoption.
  2. Trusted advisor providing guidance on how our solution can best support investment operations for clients.
  3. Closely collaborating with Product Development, BPO, and Content departments to adapt solutions to meet customer needs.
  4. Working closely with Sales/Pre-Sales in day-to-day business activities.
  5. Contributing to product management by specifying requirements for further development of our solution.
  6. Providing product training for customers and colleagues.

Key qualifications:

Requirements:

  1. A degree in business administration or an IT-related field is required.
  2. Solid professional experience in Wealth, Portfolio, or Asset Management, with expertise in Regulatory Compliance, Investment Processes, Performance Measurement & Risk Management, and Order Management, preferably in the Swiss market.
  3. Experience working with at least one Portfolio Management solution is essential.
  4. Solid experience working with IT solution providers and/or consulting.
  5. A background in IT projects and, ideally, project management experience is beneficial.
  6. A strong passion for delivering solutions that contribute to clients' success and efficient operations is essential.
  7. Excellent communication skills and ability to work well in a team are crucial.
  8. Tech-savviness and hands-on experience with our solution are highly valued.
  9. Knowledge or experience with regulatory requirements for asset managers in Switzerland and EU is advantageous.
  10. Business fluent English and German language skills are required (French or Italian are a plus).


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