Junior Investment & Customized Reporting Specialist

Your team

Pictet Asset Services provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain and our range of bespoke solutions include value-adding analytics, trading strategy support and digital front-end interfaces designed to provide an unrivalled customer experience.

The Investment & Customized Reporting team within Pictet Asset Services brings together experienced professionals specializing in investment reporting and customized reporting solutions for our clients. Working closely with our Data team, we design and deliver bespoke reporting solutions tailored to the needs of institutional and sophisticated clients, mainly Pension funds and Asset managers. From onboarding onward, we help clients define and address their requirements in areas such as asset allocation, performance, risk analysis, transactions and investment reporting.

Your role

You will contribute to the production, development and enhancement of investment and customized reports for our sophisticated clients, with the support and guidance of experienced team members. In particular, you will:
•    Support client onboarding by analyzing reporting requirements and translating client needs into appropriate solutions.
•    Respond directly to clients and internal stakeholders regarding complex reporting and performance-related queries.
•    Produce, maintain and continuously improve customized reports for institutional clients.
•    Perform quality controls on portfolio and performance data to ensure accurate, consistent and timely delivery of client reports.
•    Identify opportunities for automation, standardization and process optimization, and contribute actively to the team’s continuous-improvement and digitalization initiatives.
•    Participate in the development, testing and implementation of new reporting solutions and enhancements.
•    Work closely with the Data team, IT and other Pictet teams to improve data quality, reporting processes and client solutions.

Your profile

•    Master’s degree in Finance with a strong Data Analytics component.
•    Junior profile with no more than two years of professional experience after completing their studies.
•    Willingness to undertake relevant continuing education alongside the role.
•    A strong interest in data, automation, digitalization and AI applied to portfolio reporting for very large institutional clients.
•    Advanced proficiency in Microsoft Excel; initial exposure to Python and SQL is a must-have. Some knowledge of Snowflake would be an asset.
•    A good understanding of financial instruments, portfolio transactions and investment concepts.
•    Basic knowledge of performance measurement and risk analytics.
•    Knowledge of private assets, including their specific valuation, performance measurement and reporting considerations, would be an asset.
•    Rigorous, analytical and detail-oriented, with a strong focus on data quality and accuracy.
•    Client- and service-oriented, able to understand requirements and translate them into pragmatic solutions.
•    Excellent problem-solving skills, with the ability to investigate complex issues in financial data.
•    Proactive and solution-oriented, able to work independently while seeking guidance when needed, with a strong drive to improve existing processes.
•    Comfortable working collaboratively across business, data and technology teams.
•    A very good command of French and English.
•    Knowledge of Swiss German would be an asset.
•    Must be resident in Switzerland.

Note

JICRS/FH/BM

We will not accept any CVs via agencies

Diversity & Inclusion

Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.