CH10 - BJB Bank Julius Baer & Co. Ltd.
Client Investment Reporting Specialist(m/w/x)
Full-timeOn-siteExperienced
Zürich
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BABank Julius Baer & Co. Ltd.
Client Investment Reporting Specialist(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Preparing and processing client investment reports for a wealth management firm. 2-3 years financial services operations experience required. Daily shift work, 8 AM - 5 PM.
Requirements
- 2–3 years operations experience in financial services
- Solid understanding of investment products
- Knowledge of portfolio valuation methods
- Knowledge of performance measurement principles
- Bachelor’s degree in Finance, Business, or Economics
- English fluency (written and spoken)
- German proficiency strongly preferred
- Working knowledge of Microsoft Excel
- Experience with portfolio reporting platforms beneficial
- Strong attention to detail
- Commitment to data accuracy
- Commitment to operational excellence
- Effective communication skills
- Ability to explain investment reporting methodologies
- Proactive problem-solving mindset
- Ability to work independently
- Ability to meet time-sensitive deliverables under pressure
Tasks
- Prepare and process Client Investment Reports
- Ensure reports are accurate, timely, and complete
- Monitor data integrity and identify discrepancies
- Initiate corrective actions and escalate critical issues
- Respond to Front Office inquiries on Client Investment Reporting
- Maintain high-quality standards in report preparation
- Assist in processing multi-bank reporting services
- Ensure accuracy of data from various platforms
Work Experience
- 2 - 3 years
Education
- Bachelor's degree
Languages
- English – Native
- German – Business Fluent
Tools & Technologies
- Microsoft Excel
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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BABank Julius Baer & Co. Ltd.
Client Investment Reporting Specialist(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Preparing and processing client investment reports for a wealth management firm. 2-3 years financial services operations experience required. Daily shift work, 8 AM - 5 PM.
Requirements
- 2–3 years operations experience in financial services
- Solid understanding of investment products
- Knowledge of portfolio valuation methods
- Knowledge of performance measurement principles
- Bachelor’s degree in Finance, Business, or Economics
- English fluency (written and spoken)
- German proficiency strongly preferred
- Working knowledge of Microsoft Excel
- Experience with portfolio reporting platforms beneficial
- Strong attention to detail
- Commitment to data accuracy
- Commitment to operational excellence
- Effective communication skills
- Ability to explain investment reporting methodologies
- Proactive problem-solving mindset
- Ability to work independently
- Ability to meet time-sensitive deliverables under pressure
Tasks
- Prepare and process Client Investment Reports
- Ensure reports are accurate, timely, and complete
- Monitor data integrity and identify discrepancies
- Initiate corrective actions and escalate critical issues
- Respond to Front Office inquiries on Client Investment Reporting
- Maintain high-quality standards in report preparation
- Assist in processing multi-bank reporting services
- Ensure accuracy of data from various platforms
Work Experience
- 2 - 3 years
Education
- Bachelor's degree
Languages
- English – Native
- German – Business Fluent
Tools & Technologies
- Microsoft Excel
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company focuses on wealth management and aims to create value beyond wealth.
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