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Senior Investment Performance & Benchmark Analyst

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

Within our team in Zurich we are looking for a Senior Investment Performance & Benchmark Analyst (100%).

Your challenge:

  • Data owner for portfolio Performance
  • Responsible for preparation of periodic performance review Meetings
  • Actively participate in Datawarehouse and Business Intelligence Projects
  • Manage and prepare regular performance and risk reports to senior Management
  • Expert for Performance- and Risk measures and their interpretation in the context of portfolio management for funds and mandates, including ad hoc requests on performance
  • Setup and lifecycle management for all benchmarks for separate accounts and investment funds in our portfolio management system AMS
  • Provide benchmark-related expertise and support to investment management and investment reporting Teams
  • Collaborate and work closely with cross functional business partners to identify gaps and provide Solutions
  • Support Datawarehouse development by defining business requirements (for performance team), testing and implementing new performance reports
  • Active involvement in new projects to improve performance analysis and benchmark management

Your qualification:

  • Master’s Degree in Finance, Economics or in a quantitative field
  • At least 3 years of experience in Performance Analysis and Benchmark Management
  • Strong analytical skills related to Risk/Return, performance attribution and data analysis
  • Strong IT affinity, good knowledge in SQL and VBA, experience with Business Intelligence tools (i.e. Tableau) is a plus
  • Experience with portfolio management system is an advantage (i.e. Bloomberg PORT, AMS Allocare)
  • Good presentation and communication skills
  • “Can-do” mind-set and high attention to details
  • Well organized and disciplined approach to work
  • Very good German and English language skills
Take ownership and bring opportunities to life. Be Vontobel.


Mrs. Stefanie Glaser, Corporate Human Resources, +41 58 283 73 87
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