Peritus Investment Consultancy AG
CH-8006 Zürich / Zürich
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Peritus Investment Consultancy AG , Zurich
1+m
Junior Performance Analyst
Job Title: Junior Performance Analyst – Full Time
Location – Remote / Home working
Background:
Peritus Investment Consultancy is an independent consultant providing wealth guidance services for high-
net-worth individuals and trusts along the investment consultancy model.
The firm’s continued expansion has resulted in the creation of a full-time role of Middle Office
Administrator.
Role Description:
To ensure smooth and efficient administration of our performance platform. To liaise with investment
institutions, to collate data and prepare quarterly performance reports. To assist in all aspects of portfolio
performance analysis and quantitative research when required. This role would be suitable for a candidate
with an administrative background, with a high degree of numeracy, and with experience or an interest in
investment industry.
Principal Functions
- Obtaining client related data from investment institutions
- Ensuring accurate and timely input of performance data
- Facilitating investment-related communication with clients and investment
institutions - Creating and reviewing performance reports on a quarterly and ad hoc basis
- Maintaining and updating CRM and performance database
- Actively participate in projects to improve efficiency and automation.
Minimum Requirements
- Education in business, finance, or related areas
- 1-2 years’ experience in an performance/ investment administration role
- Excellent command of written and spoken English
- Strong computer skills in Microsoft Office Suite, with advanced Excel
- Experience of Morningstar is a strong advantage
- Knowledge of the investment industry an advantage
Personal Qualities
- Highly motivated
- Strong ethics and integrity
- Able to work to strict deadlines and under pressure
- Have an analytical mind
- Excellent administration, communication, and organisation skills
- Strong attention to detail
- Must be self-motivated and able to manage your own deadlines.
- Robust problem-solving skills
- Applicants must be strong team players
Compensation
Annual remuneration will comprise a competitive fixed salary in line with the candidate’s qualifications,
experience and professional expertise.
Location
This position is 100% a remote role to be performed at the individuals’ home. Health and Home working
benefits are provided.
Travel to the company office in Zurich will take place from time to time.
Please apply in English with full CV and references and supporting documents to:
James.day@peritus.co.uk