BACKGROUND:

THIS POSITION IS FOR THOSE WISHING TO WORK FROM HOME

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 Junior Performance Analyst

KEY RESPONSIBILITIES:
• Obtaining client related data from investment institutions • Ensuring accurate and timely input of performance data • Creating and reviewing performance reports on a quarterly basis • Facilitating investment-related communication with clients and institutions • Maintaining and updating CRM and performance database

Minimum requirements:
• Education in business, finance or related areas. • Excellent command of written and spoken English • Strong computer skills in Microsoft office Suite, especially Excel • 1-2 years experience in an performance / investment administration role • Experience of Morningstar an advantage • Knowledge of the investment industry an advantage

Personal Qualities:
• Highly motivated • Strong ethics and integrity • Excellent administration, communication and organisation skills • Strong attention to detail • Robust problem solving skills • Must be self-motivated and able to manage your own strict deadlines • Applicants must be strong team players

Compensation:

Annual remuneration will comprise a 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 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

Peritus Investment Consultancy

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