coni+partner AG
coni+partner AG
1 – 10 Employees
InsuranceLegalLogistics
coni+partner AG is a Zurich-based executive search and strategy consulting firm serving organizations in insurance, banking, and broader financial services. Established in the 1990s, the company supports clients with the recruitment of specialist and leadership talent, combining market insight with a discreet, precise, and empathetic approach. Its consulting work focuses on situation-specific strategies designed to strengthen clients’ competitive position, with operations spanning Germany, Asia, and South America.

Financial Mathematician – Fund Investments (Zurich Hybrid)

Analyze fund portfolio performance, attribution, benchmarks, and investment risks for asset management operations in Zurich. Support client reporting, controls, and technology initiatives across portfolio management and reporting teams.

Description

  • Calculate, validate, and report fund portfolio performance, attribution, and risk metrics
  • Analyze portfolio configurations and aggregated portfolios, and source and manage benchmark data
  • Provide group-wide client reporting teams with relevant performance metrics
  • Deliver performance-related projects with client reporting and project management teams in Private Banking Operations and IT
  • Resolve issues, support change management and UAT, maintain documentation, and apply operational controls
  • Collaborate with process and IT platform teams, portfolio managers, front desks, business management, internal audit, data vendors, and service providers
  • Help improve departmental tools, systems, platforms, and processes

Requirements

  • Master’s degree in mathematics, physics, economics, or quantitative finance
  • Professional background in asset management, investment banking, or consulting
  • Experience analyzing investment product performance and risk
  • Programming experience with tools such as VBA, Python, or SQL
  • Familiarity with platforms such as Bloomberg, FactSet, Morningstar and Essentials, or QA Direct
  • Professional experience with performance measurement and attribution
  • Broad interest in related areas, including internal controls and oversight of external service providers
  • Understanding of process life cycles
  • Knowledge of operational process flows, flowcharts, and governance
  • Independent, analytical team contributor with a practical approach to problem-solving
  • Able to maintain efficiency and effectiveness under time pressure
  • Strong organizational and communication abilities
  • Self-directed, collaborative, and results-oriented
  • Strong interest in IT systems

Benefits

  • Applications are handled in strict confidence.

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