Securities Master Data & Transfers Specialist
forfirm.careers-page.com
- Required language
- Italian professional, English conversational
- Job written in
- English
- Location
- Lugano
- Work type
- On-site
- Type
- Full-time
The role of Securities Master Data & Transfers Specialist at FORFIRM involves maintaining and controlling securities master data, ensuring the accuracy of financial instrument information across various processes. The company specializes in delivering innovative, tailored solutions to real business challenges by combining deep industry expertise with a flexible, knowledge-driven approach. The main day-to-day responsibilities include managing securities master data, processing transfers, and handling portfolio movements. This involves creating, maintaining, and validating securities master data records, verifying financial instrument information, and executing data quality controls. The role also includes operational management of securities transfers, portfolio movements, and related reconciliations, working closely with various teams such as custodians, counterparties, front office, back office, and compliance. To qualify for this role, candidates must have a degree in Economics, Finance, Banking, Business Administration, or a related field. Previous experience in Securities Operations, Custody, Transfers, Settlement, Asset Servicing, or Back Office functions is essential. A good understanding of financial instruments, including equities, bonds, funds, ETFs, and structured products, is required. Familiarity with securities settlement processes and market infrastructures is also necessary. Nice-to-have skills include knowledge of SWIFT messaging standards, experience with banking platforms, custody systems, or securities databases, and advanced Microsoft Excel skills. Knowledge of SIX ID is considered an asset. The role is based in Italy, and fluency in Italian and a good operational level of English are required. Proficiency in French and/or German is considered an advantage. The team at FORFIRM values precision, reliability, strong organizational abilities, and a proactive, solution-oriented mindset. The company offers a collaborative and merit-based working environment with opportunities for long-term career growth. What the role asks for: - Degree in Economics, Finance, Banking, Business Administration, or related fields. - Previous experience in Securities Operations, Custody, Transfers, Settlement, Asset Servicing, or Back Office functions. - Good understanding of financial instruments including equities, bonds, funds, ETFs, and structured products. - Familiarity with securities settlement processes and market infrastructures. - Italian: Fluent. - English: Good operational level. - Knowledge of SWIFT messaging standards (nice-to-have). - Experience with banking platforms, custody systems, or securities databases (nice-to-have). - Advanced Microsoft Excel skills. - Knowledge of SIX ID (nice-to-have).
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Stand 2. Oktober 2026.
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