Business Analyst, Asset Management Reporting

Job title: Business Analyst, Asset Management Reporting

Company: Vontobel


Job description: Are you a highly motivated professional with a passion for analyzing complex financial data and delivering superior client service? Do you excel at developing insightful reports, streamlining processes, and ensuring seamless coordination across departments? If so, we invite you to join our Global Client Services team within Vontobel’s Asset Management department as a Business Analyst specializing in Asset Management Reporting.We seek an experienced Business Analyst who will serve as a vital connection between Operations, Sales, and Sales Support. The ideal candidate will analyze complex data across various asset classes—Equities, Fixed Income, and Multi-Asset Solutions—to develop and maintain insightful reports. They will streamline reporting processes to ensure accuracy, compliance, and timely delivery of information to key stakeholders. We value a strong commitment to delivering high-quality reporting solutions and exceptional client service.What would your role be?Requirement Gathering: Collaborate with stakeholders—including Relationship Managers, Sales, Operations and IT, Architecture, Legal and Compliance, and the Data Governance Council—to gather and document business requirements for new and enhanced reporting functionalities.Data Analysis: Analyze large datasets from various sources, such as Charles River IMS, FactSet, Bloomberg, Salesforce CRM, MSCI Barra, and internal data warehouses, to identify trends, anomalies, and opportunities for process improvement.Reporting Development: Develop and maintain automated reports and dashboards using tools like Tableau, Alteryx, Excel VBA, and SQL Server Reporting Services (SSRS) 2019.Stakeholder Collaboration: Work closely with various teams to ensure accurate and timely reporting, address data quality issues, and align reporting with regulatory and governance requirements.Process Optimization: Streamline reporting processes by reducing manual efforts and enhancing data quality through automation and process redesign.Project Management: Manage reporting-related projects from initiation to completion, including defining project scope, developing project plans, tracking progress, and managing risks and issues.Strategic Implementation: Contribute to the implementation of new reporting strategies and upgrades, such as value-based client segmentation, new ESG data feeds, integration of Salesforce CRM data into client reporting, and enhancements to performance attribution reporting using MSCI Barra.Regulatory Compliance: Ensure compliance with relevant regulatory reporting standards, including those set by the Swiss Financial Market Supervisory Authority (FINMA), MiFID II client reporting, GIPS standards, data privacy regulations, and internal compliance policies.User Training and Support: Conduct user training and provide ongoing support for reporting tools and processes, including creating documentation and offering one-on-one assistance to stakeholders.What are we looking for?

• Bachelor’s degree in Finance, Accounting, Economics, Computer Science, or a related field. Certifications such as CFA, FRM, CBAP, PMP, or Agile are preferred.
• 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.
• Excellent communication, collaboration, and problem-solving skills, with the ability to effectively communicate complex technical concepts to diverse stakeholders.
• Strong analytical and problem-solving abilities, with the capacity to identify data quality issues and develop solutions that improve client reporting accuracy and effectiveness.
• Ability to work independently and as part of a team, managing multiple tasks and priorities in a fast-paced environment within a global organization. Proven project management skills, meeting deadlines and budget constraints.

What do we offer?

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
• Friendly, diverse team in an open-office space.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration at all levels.
• Campus feeling and a collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.If you have any questions you can contact us through our .

Expected salary:

Location: Zürich

Job date: Fri, 21 Mar 2025 07:04:21 GMT

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