4 Jobs für Impact Investing in Schweiz
Investment Analyst
Geneva, Genf
Citigroup
Vor 4 Tagen gepostet
Job angesehen
Arbeitsbeschreibung
The Global Investment Lab is an integral part of Citi Global Wealth investments organization, dedicated to delivering comprehensive, analytical, and highly customized investment strategies with specific actionable solutions for high-net-worth relationships. The position has a responsibility for driving results, enabling sales and enhancing the bank's revenue generating efforts. This role will have a focus on the EMEA region.
Our holistic consultative sales process is designed to create sophisticated implementation plans drawing on the best global thinking and customizing it to the needs of the end client for their particular situation. The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards other colleagues in the GWM and across Citi.
The analyst will have the opportunity to conduct bespoke strategic and tactical asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. It requires a unique focus on innovation as it is a cornerstone of the Global Investment Lab. The team is responsible for three key areas:
+ Client Analytics (provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities)
+ Product Strategy (Articulation of global and regional themes, positioning our solutions offering and strategy development)
+ Business Management (Identifying opportunities for CPB and our clients (segments) through analysis of the book of business, clients' portfolios and markets or product trends).
The Analyst is expected to facilitate client analyses by collaborating with the bankers and Investment Counsellors to identify issues and establish the right approach for the analysis. He/she will design custom asset allocation, know our "focus list" managers and key products, and communicate clearly to a client the GWM views and how to apply them to the client's portfolio.
This position would suit a proactive and energetic analyst with an analytical mindset and the ability to manage his/her time around business priorities. The opportunities for skill-set growth are high because of the wide range of subjects covered.
**PRINCIPAL RESPONSIBILITIES:**
Analysis & Advice
+ Design customized strategic and tactical asset allocation strategies for clients' portfolios using proprietary models and tools. Comprehensive investment strategies that may be multi-asset class or within a single asset class and can incorporate a client's total balance sheet and cash flow needs, as per their investments goals.
+ Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.
+ Collaborate with Bankers and Investment Counselors to develop objective, actionable proposals to clients.
+ Be prepared to interact with clients to present and discuss portfolio analysis and investment proposals.
+ Discuss and educate others - internally and externally - in work topics openly and confidently.
+ Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization.
+ Position relevant GWM's global and regional themes.
Other
+ Work with regional and global counterparts across the GWM and Citi as a whole for effective delivery of client solutions
+ Participate in the development, education and rollout of global initiatives, analytical tools and methods.
+ Consistently follow and support regulatory policies.
**EXPERIENCE AND QUALIFICATIONS:**
+ Knowledge of financial markets, Modern Portfolio Theory, asset allocation, portfolio construction , & risk analytics,
+ Solid knowledge of Investment products across Capital Markets and Managed Investments including derivatives and alternative investments.
+ Familiarity with financial modelling (and statistical analysis tools.
+ Strong written / verbal / proposal communication skills.
+ Soft skills include a can-do attitude, sense of ownership and a team-player approach.
+ Education: BA or BSc and beyond
+ Strong Business English skills required
**Desirable:**
+ Any additional languages
+ Previous investments experience
+ CFA designation or progress towards CFA
---
**Job Family Group:**
Private Client Product Services
---
**Job Family:**
Investment Analytics
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Our holistic consultative sales process is designed to create sophisticated implementation plans drawing on the best global thinking and customizing it to the needs of the end client for their particular situation. The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards other colleagues in the GWM and across Citi.
The analyst will have the opportunity to conduct bespoke strategic and tactical asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. It requires a unique focus on innovation as it is a cornerstone of the Global Investment Lab. The team is responsible for three key areas:
+ Client Analytics (provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities)
+ Product Strategy (Articulation of global and regional themes, positioning our solutions offering and strategy development)
+ Business Management (Identifying opportunities for CPB and our clients (segments) through analysis of the book of business, clients' portfolios and markets or product trends).
The Analyst is expected to facilitate client analyses by collaborating with the bankers and Investment Counsellors to identify issues and establish the right approach for the analysis. He/she will design custom asset allocation, know our "focus list" managers and key products, and communicate clearly to a client the GWM views and how to apply them to the client's portfolio.
This position would suit a proactive and energetic analyst with an analytical mindset and the ability to manage his/her time around business priorities. The opportunities for skill-set growth are high because of the wide range of subjects covered.
**PRINCIPAL RESPONSIBILITIES:**
Analysis & Advice
+ Design customized strategic and tactical asset allocation strategies for clients' portfolios using proprietary models and tools. Comprehensive investment strategies that may be multi-asset class or within a single asset class and can incorporate a client's total balance sheet and cash flow needs, as per their investments goals.
+ Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes.
+ Collaborate with Bankers and Investment Counselors to develop objective, actionable proposals to clients.
+ Be prepared to interact with clients to present and discuss portfolio analysis and investment proposals.
+ Discuss and educate others - internally and externally - in work topics openly and confidently.
+ Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization.
+ Position relevant GWM's global and regional themes.
Other
+ Work with regional and global counterparts across the GWM and Citi as a whole for effective delivery of client solutions
+ Participate in the development, education and rollout of global initiatives, analytical tools and methods.
+ Consistently follow and support regulatory policies.
**EXPERIENCE AND QUALIFICATIONS:**
+ Knowledge of financial markets, Modern Portfolio Theory, asset allocation, portfolio construction , & risk analytics,
+ Solid knowledge of Investment products across Capital Markets and Managed Investments including derivatives and alternative investments.
+ Familiarity with financial modelling (and statistical analysis tools.
+ Strong written / verbal / proposal communication skills.
+ Soft skills include a can-do attitude, sense of ownership and a team-player approach.
+ Education: BA or BSc and beyond
+ Strong Business English skills required
**Desirable:**
+ Any additional languages
+ Previous investments experience
+ CFA designation or progress towards CFA
---
**Job Family Group:**
Private Client Product Services
---
**Job Family:**
Investment Analytics
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Leider ist dieser Job in Ihrer Region nicht verfügbar
0
Senior Director Financial Planning & Analysis (FP&A) - ANH
Kaiseraugst, Aargau
dsm-firmenich
Gestern
Job angesehen
Arbeitsbeschreibung
**Location: Switzerland**
Build the financial backbone of a business in transformation.
At dsm-firmenich Animal Nutrition & Health (ANH), we're preparing for something big: the carve-out of ANH towards a new ownership structure. Ownership details are still being finalized, but one thing's clear - this is a rare chance to help shape a future-ready business from the inside out.
The Senior Director Financial Planning and Analysis (FP&A) will lead the FP&A function for the Animal Nutrition and Health (ANH) organization. The role will manage financial management reporting as well as forward looking planning activities in a multinational environment, and will work closely with the Financial and Business Leadership teams to shape and execute the company's financial strategy and drive the business results.
**Your key responsibilities**
+ Establish the FP&A department and the relevant processes
+ Work in close alignment with the senior leaders of the business to establish insightful management reporting improvements, incorporating all business segments
+ Coordinate all management reporting and business insights activities
+ Coordinate the planning process and ensure translation of the plans into financial performance indicators.
+ Lead the development and execution of the company's annual budgeting process and monthly, quarterly forecasting cycles.
**We bring**
+ Unique career paths across Animal Nutrition & Health - explore what drives you and get the support to make it happen
+ A science led company, cutting edge research and creativity everywhere - from biotech breakthroughs to sustainability game-changers, you'll work on what's next
+ Growth that keeps up with you - you join an industry leader that will develop your expertise and leadership
+ A culture that lifts you up - with collaborative teams, shared wins, and people who cheer each other on.
+ Customer-first approach, turning ideas into impactful solutions
**You bring**
+ Exceptional leadership, communication, and interpersonal skills with the ability to influence and engage stakeholders at all levels.
+ Leading change: identifies needed changes or directions that need adjustment, challenges assumptions and norms.
+ High level of integrity
+ Bachelor's degree in Finance, Accounting, Business Administration, or related field (Master's or MBA preferred).
+ Professional certification (e.g., CPA, CMA, CFA) is highly desirable.
+ Minimum of 10 years of experience in FP&A, with at least 5 years in a leadership role overseeing, accounting, and financial reporting functions in a multinational environment.
**About ANH**
ANH, in the process of separating from dsm-firmenich, is a global leader in animal nutrition and health, as well as vitamins, carotenoids, and aroma ingredients - driven by its strong purpose: feeding the planet without costing the earth. Together, we make it possible. application process**
Interested in this role? Then please apply online only via our career portal.
Recruiter: Claudia Huber-Newman
**About dsm-firmenich**
At dsm-firmenich, we don't just meet expectations - we go beyond them.
Join our global team powered by science, creativity, and a shared purpose: to bring progress to life.
From elevating health to making fortified food and sustainable skincare, the impact of your work here will be felt by millions - every single day. Whether it's fragrance that helps you focus, alternative meat that's better for the planet, or reducing sugar without losing flavor, this is where you help shape the future of nutrition, health, and beauty for everyone, everywhere.
And while you're making a difference, we'll make sure you're growing too. With learning that never stops, a culture that lifts you up and the freedom to move across businesses, teams, and borders. Your voice matters here. And your ideas? They're essential to our future.
Because real progress only happens when we **go beyond, together.**
**Inclusion, belonging and equal opportunity statement**
At dsm-firmenich, we believe being a force for good starts with the way we treat each other. When people feel supported, included, and free to be themselves, they do their best work - and that's exactly the kind of culture we're building. A place where opportunity is truly equal, authenticity is celebrated, and everyone has the chance to grow, contribute, and feel they belong.
We're proud to be an equal opportunity employer, and we're serious about making our hiring process as fair and inclusive as possible. From inclusive language and diverse interview panels to thoughtful sourcing, we're committed to reflecting the world we serve.
We welcome candidates from all backgrounds - no matter your gender, ethnicity, sexual orientation, or anything else that makes you, you.
And if you have a disability or need any support through the application process, we're here to help - just let us know what you need, and we'll do everything we can to make it work.
**Agency statement**
We're managing this search directly at dsm-firmenich. If you're applying as an individual, we'd love to hear from you. We're not accepting agency submissions or proposals involving fees or commissions for this role.
Build the financial backbone of a business in transformation.
At dsm-firmenich Animal Nutrition & Health (ANH), we're preparing for something big: the carve-out of ANH towards a new ownership structure. Ownership details are still being finalized, but one thing's clear - this is a rare chance to help shape a future-ready business from the inside out.
The Senior Director Financial Planning and Analysis (FP&A) will lead the FP&A function for the Animal Nutrition and Health (ANH) organization. The role will manage financial management reporting as well as forward looking planning activities in a multinational environment, and will work closely with the Financial and Business Leadership teams to shape and execute the company's financial strategy and drive the business results.
**Your key responsibilities**
+ Establish the FP&A department and the relevant processes
+ Work in close alignment with the senior leaders of the business to establish insightful management reporting improvements, incorporating all business segments
+ Coordinate all management reporting and business insights activities
+ Coordinate the planning process and ensure translation of the plans into financial performance indicators.
+ Lead the development and execution of the company's annual budgeting process and monthly, quarterly forecasting cycles.
**We bring**
+ Unique career paths across Animal Nutrition & Health - explore what drives you and get the support to make it happen
+ A science led company, cutting edge research and creativity everywhere - from biotech breakthroughs to sustainability game-changers, you'll work on what's next
+ Growth that keeps up with you - you join an industry leader that will develop your expertise and leadership
+ A culture that lifts you up - with collaborative teams, shared wins, and people who cheer each other on.
+ Customer-first approach, turning ideas into impactful solutions
**You bring**
+ Exceptional leadership, communication, and interpersonal skills with the ability to influence and engage stakeholders at all levels.
+ Leading change: identifies needed changes or directions that need adjustment, challenges assumptions and norms.
+ High level of integrity
+ Bachelor's degree in Finance, Accounting, Business Administration, or related field (Master's or MBA preferred).
+ Professional certification (e.g., CPA, CMA, CFA) is highly desirable.
+ Minimum of 10 years of experience in FP&A, with at least 5 years in a leadership role overseeing, accounting, and financial reporting functions in a multinational environment.
**About ANH**
ANH, in the process of separating from dsm-firmenich, is a global leader in animal nutrition and health, as well as vitamins, carotenoids, and aroma ingredients - driven by its strong purpose: feeding the planet without costing the earth. Together, we make it possible. application process**
Interested in this role? Then please apply online only via our career portal.
Recruiter: Claudia Huber-Newman
**About dsm-firmenich**
At dsm-firmenich, we don't just meet expectations - we go beyond them.
Join our global team powered by science, creativity, and a shared purpose: to bring progress to life.
From elevating health to making fortified food and sustainable skincare, the impact of your work here will be felt by millions - every single day. Whether it's fragrance that helps you focus, alternative meat that's better for the planet, or reducing sugar without losing flavor, this is where you help shape the future of nutrition, health, and beauty for everyone, everywhere.
And while you're making a difference, we'll make sure you're growing too. With learning that never stops, a culture that lifts you up and the freedom to move across businesses, teams, and borders. Your voice matters here. And your ideas? They're essential to our future.
Because real progress only happens when we **go beyond, together.**
**Inclusion, belonging and equal opportunity statement**
At dsm-firmenich, we believe being a force for good starts with the way we treat each other. When people feel supported, included, and free to be themselves, they do their best work - and that's exactly the kind of culture we're building. A place where opportunity is truly equal, authenticity is celebrated, and everyone has the chance to grow, contribute, and feel they belong.
We're proud to be an equal opportunity employer, and we're serious about making our hiring process as fair and inclusive as possible. From inclusive language and diverse interview panels to thoughtful sourcing, we're committed to reflecting the world we serve.
We welcome candidates from all backgrounds - no matter your gender, ethnicity, sexual orientation, or anything else that makes you, you.
And if you have a disability or need any support through the application process, we're here to help - just let us know what you need, and we'll do everything we can to make it work.
**Agency statement**
We're managing this search directly at dsm-firmenich. If you're applying as an individual, we'd love to hear from you. We're not accepting agency submissions or proposals involving fees or commissions for this role.
Leider ist dieser Job in Ihrer Region nicht verfügbar
1
Financial Planning and Analysis Intern
Stabio, Tessin
VF Corporation
Vor 4 Tagen gepostet
Job angesehen
Arbeitsbeschreibung
Be a dreamer, make the difference! Join **#VFInternship** in our EMEA HQ in Stabio, Switzerland as **Financial Planning and Analysis (FP&A) Intern** for VF.
**Eligibility Requirements:**
+ **EU / EEA citizenship**
+ **Must be graduating within or after November 2025**
These requirements are related to local legislation hence there is no flexibility in the application.
**Let's talk about the role!**
As Financial Planning and Analysis (FP&A) Intern you will gain hands-on experience in financial planning and analysis, while supporting strategic decision-making across various brands. This internship provides a valuable opportunity to make meaningful contributions to real business initiatives while developing core finance skills, including proficiency in Excel and ERP systems.
Details of the role include supporting monthly financial reporting and variance analysis within wholesale channel, across various brands; assist in building and maintaining financial models for forecasting and budgeting; collaborate with cross-functional teams on ad-hoc financial projects and presentations.
**What you Bring**
We are looking for someone who has demonstrated:
- The ability to analyze data and communicate insights clearly and concisely.
- The capability to work independently while collaborating effectively within a team.
- An understanding of basic financial principles and business performance drivers.
- An expertise in Excel and a familiarity with financial modelling or data visualization tools.
- A keen interest in corporate finance, consumer goods, and the apparel/footwear industry.
**What's in it For You**
The VF EMEA Internship Program is a 12-month journey designed to develop and empower emerging talent at the start of their careers. As a company committed to unleashing human potential-fueled by the ideas, energy, and dedication of our people-you can expect a structured learning path and rich hands-on experience, including:
+ _Participate in dedicated skill-building workshops_
+ _Collaborate on an internal consulting group project_
+ _Gain on-the-ground insight about our brands during a store visit day_
+ _Connect through networking opportunities with peers and senior leadership_
In this role you will develop analytical skills through real-world data analysis and business case evaluation; learn how to communicate financial insights to senior stakeholders and build relationship with other departments; understand the financial dynamics of a global consumer goods company.
We want you to focus on what matters, that's why we offer comprehensive benefits that encourage mental, physical, and financial well-being. You will enjoy:
+ A supportive feedback-based culture where respect and integrity guide us
+ An inclusive international environment where people of diverse backgrounds, lifestyles and nationalities work together
+ Being part of an iconic lifestyle brand in a multi-brand, multi country organization
+ On-site gym offering health and well-being initiatives, break out areas with complimentary drinks
+ A discount card with 50% on all VF brands
**Free to Be, Inclusion & Diversity**
As an equal opportunity employer, we strive to foster a culture of belonging based on respect, connection, openness and authenticity.
We are committed to building and maintaining a workplace that celebrates the diversity of our associates, allowing them to bring their authentic selves to work every day.
If you like what you have read and want to join our team then we would like to hear from you!
**ARE YOU IN? Apply now - early application increases your chances!**
R-
VF Diversity Vision Statement
VF is committed to creating an inclusive environment that welcomes and values the differences among all of our associates, customers, suppliers and the communities in which we live and conduct business. The continued success and growth of VF is enhanced through initiatives that promote diversity throughout VF around the world.VF is an equal employment opportunity/ affirmative action employer of minorities, females, protected veterans and the disabled. VF is committed to providing equal opportunities in employment, and treating our VF associates and VF applicants without discrimination on the basis of their race, color, gender, age, national origin, religion, sexual orientation, gender identity or expression, marital status, citizenship, disability, protected veteran status, HIV/AIDS status, or any other legally protected factor.
**Eligibility Requirements:**
+ **EU / EEA citizenship**
+ **Must be graduating within or after November 2025**
These requirements are related to local legislation hence there is no flexibility in the application.
**Let's talk about the role!**
As Financial Planning and Analysis (FP&A) Intern you will gain hands-on experience in financial planning and analysis, while supporting strategic decision-making across various brands. This internship provides a valuable opportunity to make meaningful contributions to real business initiatives while developing core finance skills, including proficiency in Excel and ERP systems.
Details of the role include supporting monthly financial reporting and variance analysis within wholesale channel, across various brands; assist in building and maintaining financial models for forecasting and budgeting; collaborate with cross-functional teams on ad-hoc financial projects and presentations.
**What you Bring**
We are looking for someone who has demonstrated:
- The ability to analyze data and communicate insights clearly and concisely.
- The capability to work independently while collaborating effectively within a team.
- An understanding of basic financial principles and business performance drivers.
- An expertise in Excel and a familiarity with financial modelling or data visualization tools.
- A keen interest in corporate finance, consumer goods, and the apparel/footwear industry.
**What's in it For You**
The VF EMEA Internship Program is a 12-month journey designed to develop and empower emerging talent at the start of their careers. As a company committed to unleashing human potential-fueled by the ideas, energy, and dedication of our people-you can expect a structured learning path and rich hands-on experience, including:
+ _Participate in dedicated skill-building workshops_
+ _Collaborate on an internal consulting group project_
+ _Gain on-the-ground insight about our brands during a store visit day_
+ _Connect through networking opportunities with peers and senior leadership_
In this role you will develop analytical skills through real-world data analysis and business case evaluation; learn how to communicate financial insights to senior stakeholders and build relationship with other departments; understand the financial dynamics of a global consumer goods company.
We want you to focus on what matters, that's why we offer comprehensive benefits that encourage mental, physical, and financial well-being. You will enjoy:
+ A supportive feedback-based culture where respect and integrity guide us
+ An inclusive international environment where people of diverse backgrounds, lifestyles and nationalities work together
+ Being part of an iconic lifestyle brand in a multi-brand, multi country organization
+ On-site gym offering health and well-being initiatives, break out areas with complimentary drinks
+ A discount card with 50% on all VF brands
**Free to Be, Inclusion & Diversity**
As an equal opportunity employer, we strive to foster a culture of belonging based on respect, connection, openness and authenticity.
We are committed to building and maintaining a workplace that celebrates the diversity of our associates, allowing them to bring their authentic selves to work every day.
If you like what you have read and want to join our team then we would like to hear from you!
**ARE YOU IN? Apply now - early application increases your chances!**
R-
VF Diversity Vision Statement
VF is committed to creating an inclusive environment that welcomes and values the differences among all of our associates, customers, suppliers and the communities in which we live and conduct business. The continued success and growth of VF is enhanced through initiatives that promote diversity throughout VF around the world.VF is an equal employment opportunity/ affirmative action employer of minorities, females, protected veterans and the disabled. VF is committed to providing equal opportunities in employment, and treating our VF associates and VF applicants without discrimination on the basis of their race, color, gender, age, national origin, religion, sexual orientation, gender identity or expression, marital status, citizenship, disability, protected veteran status, HIV/AIDS status, or any other legally protected factor.
Leider ist dieser Job in Ihrer Region nicht verfügbar
2
Operations Analyst- Investment accounting
Zürich, Zürich
Cognizant
Vor 4 Tagen gepostet
Job angesehen
Arbeitsbeschreibung
**Migration Investment Accounting Specialist**
Open positions: 1
Location: Zurich, Switzerland
Fixed term contract
Full time office role (no hybrid or remote working option)
**Responsibilities:**
· Migration of clients to a new system or environment is still included.
· Setting up client structures is directly reflected.
· Supporting the migrations team and adapting to client needs is present.
· Processing and entering client-specific transactions is maintained.
· Supporting data migration and reconciliation is covered.
· Quality checks and ensuring accuracy are retained.
· Ensuring complete client accounting documentation is included.
· Preparing or helping with financial statements is present.
· Contributing to process improvements and training documentation remains.
**Skills and experience:**
· 1-3 years of relevant experience in investment accounting or a related field is required
· Banking background and a strong interest in performance and risk analytics
· Familiarity with creating financial statements for investment accounting clients
· Experience with Investment Reporting, client reporting, and funds reporting
· Thorough knowledge of financial securities and different investment security types
· A can-do attitude with the ability to work independently
· Strong attention to detail, analytical and conceptual skills, and the capacity to meet tight deadlines
· Solid understanding of investment reporting and accounting
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Open positions: 1
Location: Zurich, Switzerland
Fixed term contract
Full time office role (no hybrid or remote working option)
**Responsibilities:**
· Migration of clients to a new system or environment is still included.
· Setting up client structures is directly reflected.
· Supporting the migrations team and adapting to client needs is present.
· Processing and entering client-specific transactions is maintained.
· Supporting data migration and reconciliation is covered.
· Quality checks and ensuring accuracy are retained.
· Ensuring complete client accounting documentation is included.
· Preparing or helping with financial statements is present.
· Contributing to process improvements and training documentation remains.
**Skills and experience:**
· 1-3 years of relevant experience in investment accounting or a related field is required
· Banking background and a strong interest in performance and risk analytics
· Familiarity with creating financial statements for investment accounting clients
· Experience with Investment Reporting, client reporting, and funds reporting
· Thorough knowledge of financial securities and different investment security types
· A can-do attitude with the ability to work independently
· Strong attention to detail, analytical and conceptual skills, and the capacity to meet tight deadlines
· Solid understanding of investment reporting and accounting
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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