Our client is a Swiss Private Bank in Zurich, they are going through a large growth period and are looking for an experienced Reporting officer in the Reporting Team, we are seeking a dynamic professional who understand and is experienced in


Our client is an equal opportunity firm where they are supporting and developing female staff, this could be the perfect opportunity for you!!
Are you a solutions oriented person, with a good understanding of Funds, are you cool under pressure, able to think outside the box?
We are seeking a self-starter and “Point of Contact” for various internal and external Stakeholders. You have great communication and interpersonal skills, a good listener, but can get you point over, but still remain humble.

- Agile and entrepreneurial work environment

- Understand Funds and looking to develop your knowledge of them, have insight into their lifecycle from A – Z

- Support and run projects related to Funds (prepare specific presentations, investor information documents, fact sheets, etc.)

- Support and guide the clients, look after all administrative and operational aspects

- The “Point of Contact”, with ability of react and investigate all queries (clients, internal, stakeholders), keep clients informed about price and fee delivery, prepare launch data (Fund), etc.

- Be heavily involved in projects and seeking process changes/development/improvements.


- Masters level education and possibly further banking certification (CFA, CAIA, etc.) is nice to have or in progress

- YOU MUST HAVE a couple of years experience in financial services (asset or wealth management, FO, etc.)

- YOU MUST HAVE knowledge and understanding of investment products (funds, markets and asset classes, etc.)

- IT savvy and confident using PowerPoint and Excel

- Excellent interpersonal and communication skills in English and German

- You should be detail orient and accurate, can you think outside the box, enjoy a team environment and can still work well independently.

Our Client offers a dynamic international environment where DIVERSITY is written in capital letters, with good development potential and a competitive compensation package. To find out more, please contact Simon Portalski (043 817 70 80) and send your CV including a brief cover mail in English.

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