Role Overview
We are an independent Swiss Asset Management Company with a FINMA license as Portfolio Manager, based in Zug and Ticino. We offer an exciting and challenging role as a Digital Business Analyst within a cooperative team.
As a Digital Business Analyst, you will bridge our investment, coverage, and compliance teams with IT, driving efficiency through tailored digital tools, reporting solutions, and process automation. You will ensure that our front-office and back-office workflows remain cutting-edge, user-friendly, and fully compliant—while providing Russian-language support to our team that covers client segments from Eastern Europe and Central Asia.
Key Responsibilities
- Requirements & Process Mapping: Work closely with portfolio managers, relationship managers, compliance officers, and operations to document current workflows, identify pain points, and translate needs into technical specifications.
- Reporting & Dashboards: Develop and maintain interactive dashboards (Power BI or equivalent) to monitor portfolio performance, risk metrics, and regulatory KPIs.
- Data Integration & Automation: Extract and cleanse data from CRM, custodians, and market data feeds (using SQL, Python, or ETL tools); automate regular reporting tasks and data quality checks.
- User Support & Training: Act as the first line IT liaison for non-technical colleagues; deliver training sessions and documentation for new digital tools and processes.
- Project Coordination: Support small-to-medium digital transformation projects end-to-end—planning timelines, coordinating stakeholders, and ensuring on-time delivery.
- Client Communication: Prepare Russian-language materials for clients (reports, presentations) and support our coverage team in interactions with Eastern Europe and Central Asia client segments.
Required Qualifications
- Education: Master’s degree in Business Information Systems, Computer Science, or a related field.
- Experience: 1–2 years in a business analysis, BI/developer, or process automation role; experience in financial services is a strong plus.
Technical Skills
- Reporting Tools: Power BI, Tableau, or similar (including data modeling, DAX).
- Scripting/ETL: Proficient in Python or R, and SQL for data extraction and transformation.
- Familiarity: Experience with CRM platforms (e.g., Salesforce, Slack) and the Office 365 suite, particularly Excel.
Languages
- English: Fluent (verbal & written).
- Russian: Fluent/native (verbal & written).
- Central Asia Languages: Proficiency (verbal & written) is a plus.
Interpersonal Skills
We seek a strong communicator who is detail-oriented and able to work independently as well as collaboratively within small teams.
Apply online using the form below. Only applications matching the job profile will be considered.