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Investor Information Analyst
- 12 novembre
- Genève
- CDI
Our client is a prominent organization in the financial services sector, known for its structured approach and professional environment.
Coordinate new share class launches/terminations with internal teams and external providers;
Maintain up-to-date product and share class information across systems;
Be the primary point of contact for data vendors and manage operational relationships;
Respond to RFP requests;
Oversee data accuracy on external vendor platforms through audits and regular oversight;
Manage production and distribution of relevant documents, considering regulatory requirements;
Instruct and oversee share class registrations across jurisdictions.
Draft, coordinate, and distribute investor notifications;
Design and deliver professional sales and investor activity reports for internal teams, management, and fund boards.
Ensure consistency of data across reports and respond to queries with clear analysis.
Develop and maintain investor forms and ensure
and consistency across all outputs;
Monitor quality of service from external providers;
Identify gaps in processes, recommend improvements, and update procedures.
You will join a top-tier player in the financial industry
You will join a great working environment offering strong advantages
A degree in Finance, Economics, or a related field;
Fluent in English;
Strong knowledge the regulatory framework applicable to asset management and financial services;
An analytical mindset with attention to detail.
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Our client offers you:
The possibility to join a top-tier company offering strong packages;
Opportunities to grow within the company;
An international working environment;
Offices based in the city centre;
A professional and structured work environment.
<
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>If you are ready to take the next step in your career, apply today!
Coordinate new share class launches/terminations with internal teams and external providers;
Maintain up-to-date product and share class information across systems;
Be the primary point of contact for data vendors and manage operational relationships;
Respond to RFP requests;
Oversee data accuracy on external vendor platforms through audits and regular oversight;
Manage production and distribution of relevant documents, considering regulatory requirements;
Instruct and oversee share class registrations across jurisdictions.
Draft, coordinate, and distribute investor notifications;
Design and deliver professional sales and investor activity reports for internal teams, management, and fund boards.
Ensure consistency of data across reports and respond to queries with clear analysis.
Develop and maintain investor forms and ensure
and consistency across all outputs;
Monitor quality of service from external providers;
Identify gaps in processes, recommend improvements, and update procedures.
You will join a top-tier player in the financial industry
You will join a great working environment offering strong advantages
A degree in Finance, Economics, or a related field;
Fluent in English;
Strong knowledge the regulatory framework applicable to asset management and financial services;
An analytical mindset with attention to detail.
<
><
>
Our client offers you:
The possibility to join a top-tier company offering strong packages;
Opportunities to grow within the company;
An international working environment;
Offices based in the city centre;
A professional and structured work environment.
<
><
>If you are ready to take the next step in your career, apply today!
