Application Specialist Reporting- Portfolio Management

vor 1 Woche

Lugano, Tessin, Schweiz Infront Vollzeit
General information
Reference

Position description
Job title

Application Specialist Reporting- Portfolio Management (m/f/d)

Contract type

1 = fulltime - unlimited

About Infront

Assetmax, an Infront partner company, is a Swiss fintech providing wealth management software to independent asset managers, family offices, and banks. Our mission is to deliver a complete, modern, and intuitive platform that automates daily work and supports clients in adapting to technological and regulatory changes.

For 25 years, Infront has helped financial leaders make smarter, faster decisions as one of Europe's leading WealthTech providers. Thousands of professionals rely on our responsive tools and reliable data to act quickly and confidently, achieving peak performance.

With nearly 500 team members representing over 30 nationalities, we are proud to foster a culture of diversity and inclusion. We warmly encourage individuals of all backgrounds to apply and be part of our team.

About the Role

As a Application Specialist Reporting - Portfolio Management, 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 in this role include:

  • Supporting Infront customers with developing reports based on our portfolio management system.
  • Trusted advisor to customers when it comes to reporting and how we can best support their investment operations.
  • Taking over responsibility for the sub project reporting in implementation projects for our portfolio management system.
  • Working closely with Product Management and Development to enhance our reporting solution.
  • Conducting training for customers and colleagues.
Who you are
  • You have a degree in an IT-related field, or a similar qualification.
  • You are familiar with HTML, CSS and Java Script.
  • You have experience in finance (Investment Processes, Performance Measurement & Risk Management, and Order Management).
  • You are enthusiastic about delivering solutions that contribute to clients' success, achieving efficient and compliant operations.
  • You can talk directly to the experts on client side.
  • You are used to take over the responsibility for the reporting part in an implementation project.
  • As a well-organized team player, communication is one of your core strengths.
  • Your German and English language skills are business fluent. (French or Italian are a plus).
Position location
Job location

Switzerland, Lugano

Company

Assetmax (CH)

Candidate criteria
Languages
  • German (3- Business fluent)
  • English (3- Business fluent)
Handled by
Last name

Larios Romo

Forename

Miriam

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