Business Analyst – Asset Management

vor 4 Wochen


Zürich, Schweiz Taleo Consulting Vollzeit

Do you want to start an ambitious and challenging career?

Would you like to work in an exciting and fun environment?

Do you thrive in work environments that push you to be your best?

Taleo Consulting is a management consulting group with offices in Luxembourg, Paris, Brussels, Amsterdam, Geneva, Zurich, Barcelona, Singapore, and Lisbon.

As a young and growing company, we now count over 500 employees across our 9 international offices Our activities are primarily focused in finance, life science, retail, and energy.

What will you do?

We believe that we grow as our people grow. Motivated professionals make a difference. Not just for themselves, but also for our customers.

We are looking for people who share our corporate values among our local and international networks and promote close relationships with our customers and internal teams. Taleo’s success depends on the talent of its employees, therefore we are looking for an enthusiastic Business Analyst – Asset Management:

  • Collaborate with business lines (Legal, Compliance, Finance, Operations) to gather, analyze, and document requirements, particularly for fund distribution regulations and controls.
  • Draft detailed project documents, including functional specifications, scoping letters, and other necessary documentation.
  • Configure new applications, conduct thorough testing, and develop user documentation to ensure smooth deployment.
  • Develop data-driven reports, dashboards, and presentations to support senior management and client decision-making.
  • Identify, recommend, and implement process improvements with a focus on the value provided, enhancing operational efficiency and data quality.
  • Act as a point of contact for specific initiatives, overseeing project tracking, coordinating with stakeholders, and reporting on progress.
  • Build and maintain financial models to support investment analysis, portfolio management, and performance tracking.
  • Conduct market research on trends and regulatory changes, analyzing their impact on asset management practices and supporting compliance efforts.
  • Support the implementation, testing, and rollout of corporate platform applications and solutions, ensuring alignment with functional requirements.
  • Prepare client-facing materials, including reports and presentations, to effectively communicate project status, portfolio performance, and respond to inquiries.
Required profile.

How do we imagine our future Business Analyst – Asset Management?

  • Excellent knowledge of asset management, investment funds, investments and financial products.
  • At least seven years’ experience as a technical-functional Business Analyst in an Agile environment.
  • Excellent ability to organise and run effective sessions, workshops and deal with often complex subjects with participants from a wide range of backgrounds.
  • Experience in analysing data flows.
  • Knowledge of Agile and its main methodologies.
  • Analytical and conceptual skills, ability to solve problems.
  • Excellent organisational skills, good resistance to stress and ability to manage priorities.
  • Pragmatism in the development of solutions, with a focus on added value.
  • Taking the lead on certain projects (monitoring, coordinating and reporting with the various stakeholders and collaborative teams).
  • Good team player, both with his/her team (analysts and developers) and with the various stakeholders.
  • Ability to communicate clearly and precisely, with a strong team spirit.
  • Mastery of SQL query languages and database access tools.

Why should you join us?

You will be part of a talented and dynamic team You will be able to benefit from career advancement and have the possibility to develop international and long-lasting work relationships.

If these words resonate with you and you identify with this description, send us your CV We will be delighted to meet you.

#J-18808-Ljbffr

  • Zürich, Schweiz Taleo Consulting Vollzeit

    Mission.Do you want to start an ambitious and challenging career?Would you like to work in an exciting and fun environment?Do you thrive in work environments that push you to be your best?Taleo Consulting is a management consulting group with offices in Luxembourg, Paris, Brussels, Amsterdam, Geneva, Zurich, Barcelona, Singapore, and Lisbon.As a young and...

  • Working Student

    vor 3 Wochen


    Zürich, Schweiz Matrixport Asset Management AG Vollzeit

    Working Student (50-60%) Asset Management CryptoMatrixport Asset Management is the first FINMA-regulated asset manager specializing in crypto and a trusted leader in the digital asset management space. The firm provides institutional-grade investment solutions tailored to professional investors. As part of the Matrixport ecosystem, the company offers a...


  • Zürich, Zürich, Schweiz Swiss Rock Asset Management AG Vollzeit

    Company OverviewSwiss Rock Asset Management ist ein etablierter Spezialist für qualitativ hochwertige, systematische Anlagelösungen. Unser Ziel ist es, unseren Kunden ein stabiles und nachhaltiges Einkommen durch informierte und intelligente Investitionsentscheidungen zu bieten. Wir legen großen Wert auf enge Zusammenarbeit mit unserem Team, um gemeinsam...


  • Zürich, Zürich, Schweiz Swiss Rock Asset Management AG Vollzeit

    Die ganze Welt im Portfolio wird interessanter machen!Bei Swiss Rock Asset Management AG suchen wir erfahrene Finanzexperten, die neue Ideen und Visionen entwickeln und präsentieren möchten.Wir legen Wert auf eine ganzheitliche Unterstützung und verstehen uns auf innovative Lösungen und Ansätze hin, die sowohl das persönliche als auch das berufliche...


  • 8045 Zürich, ZH, Schweiz Sygnum Vollzeit

    **About Sygnum** Sygnum is a global digital asset banking group, founded on Swiss and Singapore heritage. We empower professional and institutional investors, banks, corporates and DLT foundations to invest in digital assets with complete trust. Our team enables this through our institutional-grade security, expert personal service and portfolio of...

  • IAM-Business-Analyst

    Vor 2 Tagen


    Zürich, Zürich, Schweiz TN Switzerland Vollzeit

    TN Switzerland - Mit über 10 Jahren Erfahrung im Bereich Identity & Access Management (IAM) suchen wir nun einen erfahrenen Business-Analysten, der unsere Kunden noch besser unterstützen kann. Wir möchten unsere Kunden helfen, ihre Geschäftsprozesse nachhaltig zu verbessern und sie mit modernsten Technologien auszustatten.Als IAM-Business-Analyst bei TN...

  • Business Analyst

    Vor 7 Tagen


    Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

    Description : We’re looking for a Business Analyst to join our Information Systems team at MBPS. In this role, you are expected to support Microsoft Azure, Kubernetes (AKS) hosted applications and APIs, while meeting service level agreements and standards.​ Have the skills and knowledge for the job? Learn more about the opening below! Key...


  • Zürich, Schweiz Jobs via eFinancialCareers Vollzeit

    Are you ready to take your career to the next level? Join a forward-thinking company at the forefront of innovation in investment and wealth management software solutions. My client is seeking a Senior Business Analyst to play a pivotal role in shaping the future of a cutting-edge investment management platform.What You'll Do:As a key member of the business...


  • Zürich, Zürich, Schweiz talendo AG Vollzeit

    Join Our Diverse and Dynamic TeamWe are looking for talented individuals to join our 2025 Asset Management Graduate Talent Program. As a member of our team, you will have the opportunity to:work on complex investment projects and develop your analytical and problem-solving skillscollaborate with experienced professionals and build a network of...


  • Zürich, ZH, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support - Asset Management **Job Reference #** - 303602BR **City** - Zürich **Type** - Intern Analyst (Pipeline) **Your role** - Interested in working in finance, specifically asset management, but not sure where to start? Do you want to work for a firm with a truly global footprint? We're...


  • Zürich, ZH, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support, Portfolio and fund management, Quantitative Analysis - Asset Management **Job Reference #** - 306888BR **City** - Zürich **Type** - Graduate GTP/Full-Time Analyst **Your role** - Interested in working in financial services, specifically asset management, but not sure where to...


  • Zürich, Schweiz Rothschild & Co Vollzeit

    **About Us** Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities...

  • Business Analyst

    Vor 4 Tagen


    Zürich, Schweiz Bank J. Safra Sarasin AG Vollzeit

    About usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.We are...


  • Zürich, Zürich, Schweiz talendo AG Vollzeit

    About the TeamYou will be working in the Business Management & Operations area of the GRA team in Zurich. We are a central team of five people engaging in various activities ranging from regular business reviews, standard MIS, and Asset reporting as well as engage in business and data project-related work supporting GRAs Head of BMO and the wider business.We...

  • Relationship Manager

    Vor 2 Tagen


    Zürich, Schweiz Petiole Asset Management Vollzeit

    Managing Director at Petiole Asset Management AG | The Family Office Co. | INSEAD Global Executive MBA Company Description Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, leveraging two decades of expertise to offer a comprehensive private market investment journey. We specialize in advisory services, due diligence,...

  • Relationship Manager

    Vor 3 Tagen


    Zürich, Schweiz Petiole Asset Management Vollzeit

    Managing Director at Petiole Asset Management AG | The Family Office Co. | INSEAD Global Executive MBACompany DescriptionPetiole Asset Management is a Swiss-based boutique asset manager with a global reach, leveraging two decades of expertise to offer a comprehensive private market investment journey. We specialize in advisory services, due diligence,...


  • Zürich, Schweiz Rothschild & Co Vollzeit

    About UsRothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and...

  • Business Analyst

    vor 2 Wochen


    Zürich, Schweiz Nordwand Group - the IT & Finance Recruitment Company Vollzeit

    The Nordwand Group is currently looking for a Business Analyst who can build business requirement documents which include the different requirements intended to meet business needs. These BRDs will help the IT team build strong reports and solutions.Job FunctionEstablish relationships with different groups, senior management, and partners across the...


  • Zürich, ZH, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support - Asset Management **Job Reference #** - 304713BR **City** - Zürich **Type** - Graduate GTP/Full-Time Analyst **Your role** - Interested in working in financial services, but not sure where to start? Do you want to work for a firm with a truly global footprint? We're looking for...


  • Zürich, Schweiz Alpinum Investment Management Vollzeit

    Alpinum Investment Management is a successfully growing Swiss asset manager based in Zurich with USD 2 billion AuM. We run a fund range for which long-term capital appreciation and drawdown management are key considerations. We offer market differentiating, high-quality investment solutions and an award-winning product range specifically tailored to serving...