Wealth Data Processing Specialist (80-100%)
Who we are
Altoo was founded in 2017 with the mission to create ‘simplicity for complex wealth.’
The Altoo Wealth Platform consolidates all assets held with banks and combines them with non-bankable assets such as real estate, private equity, or an art collection, empowering wealthy private individuals to keep track and control over their total wealth in a simple and intuitive way.
We are dedicated to creating new business opportunities by working closely with our clients and their advisors and combining our extensive market knowledge with technical excellence to create innovation in this business sector.
The Altoo Wealth Platform has been created by a team of highly skilled software engineers, experts in digital customer experience, together with experienced wealth management specialists, in-house at our office in Baar, Zug and is hosted in Switzerland.
We are looking for a highly motivated:
Wealth Data Processing Specialist (m/f/d)
For our target client segment of UHNW Individuals, Entrepreneurs and Family Offices.
As a Wealth Data Processing Specialist, you will be instrumental in bringing timely and accurate data from the banks to our end clients.
What you will do
* You act as the primary point of contact for inquiries related to our custodian and market data feeds.
* You proactively detect and resolve data delivery issues within our processing pipeline.
* You analyze data patterns and relationships to define accurate mapping and transformation rules.
* You collaborate with banks and external data providers to onboard new custodians and clients.
* You work closely with the Wealth Servicing team providing essential support for their daily operations.
* You identify opportunities to enhance data management processes, collaborating with the development team and external data providers to implement improvements.
* You actively contribute to the implementation and adaption of data transformers to increase the straight-through processing rate.
What you can demonstrate
* You are a true team player with a proactive mindset and a drive to get things done.
* You have a genuine interest in finance, banking and wealth management and are eager to explore these topics in depth – experience in the field is a plus.
* You are a technology enthusiast and feel comfortable diving into the technical details – experience with scripting languages, command-line tools and software development is a plus.
* You are detail-oriented with a structured and analytical approach to problem solving.
* You are comfortable with large datasets and investigating data files to track down and resolve issues.
* You have strong interpersonal and communication skills to collaborate effectively with internal and external stakeholders.
* You are reliable, discreet, and committed to maintaining high professional standards.
* Proficiency in German or English.
What we offer
* A unique opportunity to master bridging the gap between technology and business in a dynamic environment.
* Hands-on experience with innovative and disruptive technology shaping the future of Wealth Management.
* A modern workplace with flexible collaboration methods and easily accessible office spaces via public and private transport.
* A transparent, flat-hierarchy organization where every voice is heard, and ideas matter.
* The chance to join a small-sized yet technically senior company that values innovation and encourages your input.
* A motivated and experienced team of colleagues who are ambitious, supportive, and eager to share knowledge.
* The opportunity to contribute to a product where the user interface sets us apart from the competition.
* A fun and collaborative work culture.
Does this sound like an ideal role and environment for you? Then do not hesitate and reach out to us directly at talent@altoo.io with your c.v. and why you would make a difference to Altoo. If your profile fits, we will reach out to you. All applications are confidential.
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