Investment Operations Analyst

Everon AG is a FINMA-licensed asset manager based in Zurich. Through our platform-based approach, we develop systematic investment strategies for financial advisors, intermediaries and private clients and translate them into investment solutions.

Our team is young, dynamic and works at a fast pace with short decision-making processes. You will be directly involved in day-to-day operations while also having considerable scope to shape processes and make decisions within your area of responsibility.

As an Investment Operations Analyst, you will be part of the Portfolio Management team and work closely with our Operations team. You will also collaborate with Account Management, Sales and Marketing. You will ensure that our operational investment processes run reliably and efficiently, from position management through to reporting

The role combines hands-on operational responsibility with a clear mandate to continuously improve and develop our processes.

• Portfolio Operations: Ensure the integrity of portfolio and position data, including reconciliations with custodian banks and issuers, maintenance of model portfolios and monitoring of trade orders through to settlement, particularly during periodic rebalancings.
• Controls and Quality Assurance: Perform ongoing controls throughout the investment process, including monitoring cash balances and portfolio deviations and systematically identify opportunities to improve our rebalancing and operational investment processes.
• Reporting and Performance: Contribute to product and client reporting, including factsheets and performance analyses and validate the underlying data.
• Stakeholder Coordination: Act as a point of contact for operational matters involving clients, partners and service providers and support Portfolio Management in day-to-day activities and projects.
• Process Development and Automation: Analyse existing workflows, develop and implement your own improvement ideas and automate recurring tasks, particularly with the help of AI.

• Bachelor’s or Master’s degree in Banking & Finance, Business, Mathematics, Information Systems, Computer Science or a comparable field.
• Initial experience in portfolio or asset management, investment operations, or the middle/back office of a financial institution is an advantage.
• Good understanding of financial instruments and the fundamentals of portfolio and asset management.
• Quantitative understanding of the risks associated with financial instruments and investment strategies.
• Basic knowledge of trading and settlement processes.
• Compliance awareness: You understand which data is sensitive and how it should be handled, including when using AI tools and have sound judgement regarding which matters require further scrutiny or escalation.

• Confident, hands‑on experience with common AI tools, particularly Claude (including Projects, Artifacts, Skills, Claude Design and, ideally, Claude Code) as well as ChatGPT.
• Ideally, experience building workflows and automations, for example with n8n, as well as connecting data sources and applications to AI tools via APIs or MCP connectors.
• Ability to structure tasks in a way that enables AI tools to produce reliable results, while critically reviewing and validating their output.
• Programming skills, particularly in Python and SQL, are an advantage.
• You actively follow developments in AI, independently explore new tools and applications and see it as part of your role to continuously evolve the way you work through new technologies.

• Strong willingness to learn and the ability to quickly and independently develop expertise in new areas, particularly…