IAM Back Office Specialist

Lausanne - Switzerland

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

We are looking to hire an IAM back-office specialist on a 6 months full time contract to support the back office operations team. As part of the the Back-Office team will be supporting a portfolio of 40 clients resolving tickets and contributing on projects.

Support the onboarding of new clients including migration of clients portfolios onto the IAM platform in collaboration with the Onboarding Project Manager
Daily reconciliation of clients portfolios based on data feeds from custodians and partially manual data capture of positions and transactions
Carrying out reconciliation analysis and troubleshooting when necessary to resolve any issues on the clients accounts
Managing relationships with third parties e.g. custodian banks
Liaising with clients via different channels and acting as primary point of contact for all their back office relevant issues
Helping the team to identify and improve procedures and policies that are outdated or ineffective

Qualifications :

2-3 years of experience in back-office or middle-office operations (including reconciliations across all asset classes) of a Private Bank Independent Asset Manager or Fund Management Company
Broad knowledge of the Wealth Management & Asset Management activities
Being responsible and proactive in performing daily tasks as well as in tackling new issues
Ability to perform technical responsibilities of the job with a high level of competence
Being professional hands-on and having a positive work ethic
Ability to multitasking and working by deadlines
Being analytical and paying attention to details
Being a team player

Additional Information :

Evooq is a global provider of technology-driven solutions for wealth managers. We are building an ecosystem that combines data technology and investment expertise to make personalised investment scalable.

Wealth managers use our solutions to deliver personalised advice to investors with high-quality content and the best investment products.

We are headquartered in Lausanne with additional offices in Zurich and Singapore. We operate as a group of highly autonomous teams that take responsibility for their projects and interact with each other based on mutual trust.

Remote Work :

Employment Type :

Full-time

Support the onboarding of new clients including migration of clients portfolios onto the IAM platform in collaboration with the Onboarding Project Manager
Daily reconciliation of clients portfolios based on data feeds from custodians and partially manual data capture of positions and transactions
Carrying out reconciliation analysis and troubleshooting when necessary to resolve any issues on the clients accounts
Managing relationships with third parties e.g. custodian banks
Liaising with clients via different channels and acting as primary point of contact for all their back office relevant issues
Helping the team to identify and improve procedures and policies that are outdated or ineffective

Qualifications :

2-3 years of experience in back-office or middle-office operations (including reconciliations across all asset classes) of a Private Bank Independent Asset Manager or Fund Management Company
Broad knowledge of the Wealth Management & Asset Management activities
Being responsible and proactive in performing daily tasks as well as in tackling new issues
Ability to perform technical responsibilities of the job with a high level of competence
Being professional hands-on and having a positive work ethic
Ability to multitasking and working by deadlines
Being analytical and paying attention to details
Being a team player

Additional Information :

Wealth managers use our solutions to deliver personalised advice to investors with high-quality content and the best investment products.

Remote Work :

Employment Type :

Full-time

Key Skills

Business Intelligence
Bidding
Accounts Assistant Credit Control
Account Development
Content Development
Lab Testing

Apply Now

About Company

Evooq

IAM Back Office Specialist Contract type: Full-time 6 month contractDates: 1st March 2026 to 28th August 2026Location: Lausanne, SwitzerlandHybrid: 3 days in the officeAt Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance p ... View more

View Profile View Profile

AI AutoApply

Apply to 100+ jobs with one click