Tech Driven Operations analyst Single Family Office
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
We have been exclusively mandated by one of our client a Single-Family Office in Geneva. We are looking to add to the Team a Tech-driven Operations officer to oversee and optimise a diversified portfolio across multiple asset classes ensuring robust risk management performance monitoring and operational excellence. It is a newly created position to support the investment team by combining data-driven insights technology-driven processes and hands-on execution to maintain and enhance the investment structure.
In terms of tasks the right candidate will be able to do the following:
Core Responsibilities
1/ Data-Driven Investment Reporting
Prepare regular and ad hoc reports for the CIO.
Ensure data accuracy by coordinating between custodians accounting systems and internal tools.
Automate monthly cash-flow reports for efficiency.
Lead projects to improve processes and introduce new tech solutions.
2/ Digital Monitoring of Funds
Track performance of funds and managed accounts.
Review private investment reports and ensure data quality.
3/ Transaction Lifecycle Management
Keep accurate records of all investment transactions.
Manage capital calls and distributions in line with compliance standards.
Requirements
In terms of profile we are looking for the following:
- Masters Degree in Finance / IT or Economics with a very good knowledge in Data science.
- French and English fluency
- 1-5 years of experience in Back/Middle Office positions or IT related roles with experience in digital tools and data analytics softwares workflow automation
- A good knowledge of financial instruments (Liquid or illiquid investments) with ideally a knowledge of total performance calculation.
- Strong knowledge of Excel modelling AlternativeSoft Bloomberg and perf analytics platforms will be a clear plus.
- Ability to lead projects by himself including driving software changes and implementing new tools to improve operation workflows.
- Problem-solving attitude with the ability to anticipate issues and resolve them quickly.
- Autonomy Proactivity Commitment and will to improve things with high speed decision taking person.
Required Skills:
In terms of profile we are looking for the following: - Masters Degree in Finance / IT or Economics with a very good knowledge in Data science. - French and English fluency - 1-5 years of experience in Back/Middle Office positions or IT related roles with experience in digital tools and data analytics softwares workflow automation - A good knowledge of financial instruments (Liquid or illiquid investments) with ideally a knowledge of total performance calculation. - Strong knowledge of Excel modelling AlternativeSoft Bloomberg and perf analytics platforms will be a clear plus. - Ability to lead projects by himself including driving software changes and implementing new tools to improve operation workflows. - Problem-solving attitude with the ability to anticipate issues and resolve them quickly. - Autonomy Proactivity Commitment and will to improve things with high speed decision taking person.
Company Industry
IT Services and IT Consulting
Key Skills
- Fashion Retail
- Academics
- CFA
- Audio Visual
- Concrete Pump
- Event Marketing
