Position Description

Portfolio Guardian - Tactical Support AM/IS - 12 mois
Location Geneva
Job Code 10200
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Portfolio Guardian

  • Covers the DPM perimeter in producing and presenting reports to COO AM/IS.
  • Reports and follows up investment breaches. 

Front Office Tactical Commando

  • Develops tactical solutions for the whole AM/IS floor in Commando mode and in adequation with UBP’s technological framework.
  • Creates Proves-Of-Concepts and coordinates their take-over and implementations by UBP IT stakeholders.
  • Ensures proper documentation and back-up of his developments and tools.
  • Optimizes processes and tactical tools over AM/IS teams.
  • Takes part in technical analyses of business requirements and projects covered in the COO AM/IS team. 

Front Office OMS support

  • Supports AM portfolio managers and IS advisors in their daily usage of the OMS Blackrock Aladdin across all UBP entities.
  • Follows up requests’ resolutions and operational enhancements with Blackrock.
  • Reports incidents and KPIs with Blackrock to COO AM.
  • Develops, and coordinates with stakeholders, new tools related to Aladdin like Excel extracts with ATX.
Education:
Master Degree
Technical skills:
Years of experience:
3-7 : intermediate
Exper. in financial sector:
Preferred
Experience required:
  • Ideally 5 years of experience in Front Office AM desk or trading floor.
  • Quantitative background with tool achievements is a plus.
  • Microsoft Office pack .
  • VBA / Python.
  • Excellent knowledge of SQL.
  • Experience with OMS Aladdin and/or PMS AAA is a plus.
    • Local resident (Swiss):
    N/A
    Language 1:
    French
    Level 1:
    Fluent
    Language 2:
    English
    Level 2:
    Fluent
    Language 3:
    Level 3:
    Personal skills:
  • Excellent relational skills.
  • Ability to work under pressure and to manage priorities.
  • Service-oriented and initiatives taker.
  • English fluent.
    • Challenges:
    The main challenge is to create innovative and adaptable solutions within a complex technological framework. Additionally, maintaining effective communication with stakeholders is crucial to resolve incidents and optimize the use of portfolio management tools .
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