Quantitative Finance Specialist, UCITS, IAF

coni+partner AG

. Calculate, validate and report fund investment portfolio performance measurement, attribution and risks .

Posted 10/10/2026full-timeZürich • SwitzerlandMid-LevelSenior💰 CHF 110,000 - CHF 145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fund investment portfolio performance measurement, risk analysis, and client reporting, with strong programming skills in VBA, Python, and SQL. Proficient in utilizing tools like Bloomberg and FactSet to optimize processes and enhance operational efficiency.

Highest-signal resume keywords

Master's Degree FinancePerformance MeasurementRisk AnalysisProgramming Skills (VBA, Python, SQL)Experience with Bloomberg and FactSet

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance AttributionRisk AnalysisPortfolio ConfigurationData SourcingUser Acceptance Testing (UAT)Process Flow ManagementDocumentationApplication of ControlsChange ManagementAnalytical Problem Solving

Soft Skills

Excellent Organizational SkillsStrong Communication SkillsIndependent Team PlayerSelf-MotivatedGoal Oriented

Tools & Technologies

BloombergFactSetMorningStarEssentialsQA Direct

Certifications & Qualifications

CISAUCITSAIF

Industry Keywords

Asset ManagementInvestment BankingConsultingInternal ControlsGovernance in Operations

Tech Stack

Tools & technologies

PythonSQLVBA

About the role

Key responsibilities & impact

Calculate, validate and report fund investment portfolio performance measurement, attribution and risks
Analyze portfolio configuration, aggregated portfolios, benchmark data sourcing and benchmark management
Support client reporting teams across the group with relevant performance metrics
Execute critical performance-related projects with client reporting and project management teams in Private Banking Operations & IT
Perform problem-solving, change management, user acceptance test (UAT) support, documentation and application of controls
Work with process and IT platform enablers, front office clients such as portfolio managers, front desks and business management teams, internal audit, external data vendors and service providers
Contribute to optimizing the department, its tools, systems, platforms and processes

Requirements

What you’ll need

Master's degree Finance or Quantitative Finance
Professional experience in asset management, investment banking or consulting
Experience in the risk and performance analysis of fund investments (e.g. CISA, UCITS, AIF)
Programming skills (e.g. VBA / Python / SQL)
Experience with Bloomberg, FactSet, MorningStar and Essentials, QA Direct
Professional experience with performance measurement and performance attribution
Generalist interest in internal controls or controlling of external service providers
Knowledge of the life cycle of processes
Knowledge of process flows, process flow charts and governance in operations
Independent, analytical team player and practical problem solver
Eye for efficiency and effectiveness even under time pressure
Excellent organizational and communication skills
Self-motivated, team-minded and goal oriented
High affinity for IT and systems

Benefits

Comp & perks

3 months probation
42 hours/week
20 vacation days
Hybrid work arrangement with 3 days a week on-site