Senior Business Analyst

🔥 14 hours ago

🇨🇭 Switzerland – Remote

⏰ Full Time

🟠 Senior

🧐 Business Analyst

👻 Ghost score 10%

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Logo of InvestCloud, Inc.

InvestCloud, Inc.

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

📦 Logistics

Consulting • Insurance • Logistics

InvestCloud, Inc. is a cloud-based financial technology company that provides a connected suite of digital platforms for wealth and asset management. Its products include managed-account (PMA) capabilities that unify public and private assets, an APL for trading, rebalancing and model marketplaces, financial planning and enterprise tools for billing, post-trade and compliance. InvestCloud serves wealth managers, asset managers, private banks, broker-dealers and TAMPs with SaaS solutions designed to streamline operations, deepen client relationships and deliver digital client experiences at scale.

📋 Description

• Identify, document, and recommend solutions to business requirements for new and existing platforms from technology, process, and workflow perspectives • Demonstrate Agile and SCRUM competencies, with a focus on Product Ownership and Demand Management • Provide technical direction and support to project team members during development and testing of functional specifications • Analyze clients' project objectives and define optimum solutions • Conduct data analysis using source data systems and target staging tables; drive design with Integration developers • Deliver agreed-upon products within committed timeframes while rigorously managing scope and change • Identify process improvements and provide technical solutions for future process design and changes • Drive quality control through unit testing and deliverable pre-hand-off testing • Develop documentation to train client users and ensure efficient handoff to Production Support upon go-live • Define project tasks from project objectives • Enforce efficiencies and eliminate rework and workarounds • Contribute to roadmap execution and lead multi-track project plans • Communicate updates to stakeholders and management and provide weekly reports • Identify opportunities to enhance IT processes and collaborate with process owners to introduce efficiencies • Collaborate with external or group-wide specialists on idea generation, requirements gathering, design, and delivery • Manage Java, data modeling, and mapping • Understand the Product Development Lifecycle and SaaS delivery • Perform light configuration • Serve as a subject matter expert and thought leader on products and client functionality, partnering with strategic client teams on complex issues • Support SmartKYC joint-venture delivery for Private Banking and Wealth Management clients across Switzerland and greater Europe

🎯 Requirements

• Minimum of 7-10 years as Business Analyst in Fintech, consulting, or related industry • Work experience in-house or as a service provider to investment managers preferred • Bachelor’s Degree in Accounting, Economics, Engineering, or related field • Graduate Degree a plus • Expert with Excel and Data Analysis, including modeling, lookups and macro writing • Knowledge of investment management, portfolio accounting, financial market data and performance calculations • Ability to handle stressful situations with perseverance and professionalism • Possess business savvy but a techie at heart • Brilliant communication and client presentation skills • Experience as a Data or Research Analyst • Technical software spec writing and documentation • Superior time management and negotiation skills • Exceptional follow-through and attention to detail • Proven track record of strong scope and change control • Private Banking / Wealth Management knowledge with a focus on Front Office Transformation, Compliance, and CRM / CLM / Onboarding • German or French language proficiency is a plus

🏖️ Benefits

• Full-time employment • Remote work arrangement

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