At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized through highly autonomous teams and by privileging trust and responsibility.
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Helping the team to identify and improve procedures and policies that are outdated or ineffective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.
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