Reporting Engineer – Asset Management Mandate Reporting

For our client, a bank in Zurich, we are looking for a Reporting Engineer to provide temporary support to the AM Mandate Reporting Team within the Institutional Clients Platform.

The role is intended as an all-round support function for the mandate reporting team, particularly supporting ongoing project work, production cycles, data quality activities, reporting operations and mandate onboarding processes.

• Support the AM Mandate Reporting Team in daily operations and ongoing project work

• Perform data quality checks, data validations, corrections and follow-ups during production cycles

• Ensure data accuracy, consistency, integrity and availability within reporting processes

• Collaborate with internal service teams to clarify issues and implement fixes

• Handle ad-hoc requests, mailbox support and operational reporting inquiries

• Support mandate onboarding and RFP-related processes

• Clarify reporting requirements with Relationship Managers and Portfolio Managers

• Draft, review and adjust reports and reporting-related documentation

• Manage and track Jira tickets, tasks and open issues

• Support the implementation of client-specific category strategy changes

• Conduct functionality testing and ensure correctness of reporting outputs

• Assist in preparing business specifications and process documentation

• Several years of experience in Asset Management

• Strong knowledge of mandate reporting processes and operations

• Experience in data quality checks, data validation and ensuring data availability

• Good understanding of reporting tools and databases

• SQL knowledge is an advantage

• CRIMS knowledge is an advantage

• Strong attention to detail and analytical skills

• Structured, proactive and quality-oriented working style

• High sense of ownership and reliability

• Strong organisational skills and ability to manage multiple tasks in parallel