Assetmax, an Infront partner company, is a Swiss fintech providing wealth management software to independent asset managers, family offices, and banks. Our mission is to deliver a complete, modern, and intuitive platform that automates daily work and supports clients in adapting to technological and regulatory changes.
For 25 years, Infront has helped financial leaders make smarter, faster decisions as one of Europe’s leading WealthTech providers. Thousands of professionals rely on our responsive tools and reliable data to act quickly and confidently, achieving peak performance.
With nearly 500 team members representing over 30 nationalities, we are proud to foster a culture of diversity and inclusion. We warmly encourage individuals of all backgrounds to apply and be part of our team.
About the Role
We are looking for a highly motivated professional to join our Data Management team in Lugano, responsible for portfolio reconciliation and portfolio data management.
Your responsibilities include:
Service tasks
* Daily reconciliation according to the SLA.
* Run quality checks and validations daily and perform corrections.
* Manage securities master data and price supply.
* Coordinate and clarify issues with the involved custodian banks.
Support tasks
* Provide first level support to clients on reconciliation and data related topics, such as parser problems, reconciliation problems, performance analysis.
* Provide first level support in adherence with the company service quality and communication policies.
* Identify 2nd level support request, delegate them, track their coverage.
* Document all interactions with clients.
Who you are
* Strong knowledge of securities and portfolio management.
* Minimum 3 years’ experience in mid- or back-office operations.
* Excellent IT skills, particularly in Excel.
* Customer service orientation with a proactive and solution-driven mindset.
* Strong team spirit and social skills when interacting with clients and colleagues.
* Patience, resilience, and a positive attitude.
* Proficient, polite, and professional communication skills in English and Italian. German is a plus.
* Eligibility for this role requires a valid work permit for Switzerland.
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