Business Insights and Reporting Expert

Vor 5 Tagen


Zürich, Zürich, Schweiz Vontobel Vollzeit

Vontobel is a leading global investment firm that seeks a skilled Business Insights and Reporting Expert to join our team. In this role, you will analyze complex financial data, develop insightful reports, and drive business growth through data-driven insights.

The ideal candidate will have a strong understanding of financial instruments and investment strategies, along with expertise in data analysis and reporting tools. They will collaborate with stakeholders to gather and document business requirements for new and enhanced reporting functionalities, analyze large datasets from various sources, and develop automated reports and dashboards using tools like Tableau, Alteryx, Excel VBA, and SQL Server Reporting Services (SSRS) 2019.

Your Key Responsibilities:
  • Analyze large datasets from various sources to identify trends, anomalies, and opportunities for process improvement.

  • Develop and maintain automated reports and dashboards using data analysis and reporting tools.

  • Collaborate with various teams to ensure accurate and timely reporting, address data quality issues, and align reporting with regulatory and governance requirements.

  • Manage reporting-related projects from initiation to completion, including defining project scope, developing project plans, tracking progress, and managing risks and issues.

Requirements:

  • Bachelor's degree in Finance, Accounting, Economics, Computer Science, or a related field.

  • Several years of experience as a Business Analyst in the Asset Management industry, specifically with client reporting and performance attribution data analysis.

  • Strong understanding of financial instruments and investment strategies.

  • Expertise in data analysis and reporting tools, including proficiency in writing complex SQL queries, designing interactive dashboards in Tableau, and presenting performance attribution results from MSCI Barra.

  • Experience with regulatory reporting requirements under MiFID II, institutional and fund reporting, and data vendor platforms.



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