TECHNICAL BUSINESS ANALYST - POWER BI/HEDGE FUNDS

We are working with a leading Swiss private banking and wealth management organisation to recruit an experienced Technical Business Analyst with strong Power BI expertise and a background in Hedge Funds/Asset Management.

This is an excellent opportunity for someone who combines strong technical capabilities with a genuine understanding of investment management, portfolio data and Middle Office operations.

We're looking for someone who can bridge the gap between business and technology - someone equally comfortable understanding complex financial processes, gathering requirements, configuring software and working hands-on with data and reporting solutions.

THE ROLE

You'll play a key role in delivering technology initiatives across portfolio management, reporting and reconciliation, working closely with business stakeholders, data engineers and IT teams.

Key responsibilities include:

• Providing functional and technical support throughout the full project life cycle.

• Gathering, analysing and documenting business requirements using business analysis and requirements engineering techniques.

• Working with portfolio management systems, investment applications and operational platforms.

• Supporting portfolio data, position and transaction reconciliation processes.

• Developing and validating business test cases and supporting data quality assessments.

• Analysing complex financial datasets to support reporting and operational requirements.

• Working collaboratively with internal and external stakeholders within an Agile environment.

• Identifying opportunities for continuous improvement, automation and the application of AI within business workflows.

WHAT WE'RE LOOKING FOR

Essential experience:

• 7-10+ years' experience in a Business Analyst, Business Engineer or Requirements Engineer role.

• Strong financial services experience, specifically within Hedge Funds or Asset Management.

• Advanced practical Power BI skills, including data modelling, analysis and report development.

• Previous experience working with Portfolio Management Systems.

• Strong SQL and advanced Excel skills.

• Understanding of portfolio management, investment data, reporting and reconciliation.

• Experience with software configuration, parametrisation and integration.

• Strong stakeholder management and communication skills.

Desirable experience:

• Webfolio expertise (highly advantageous).

• Experience integrating investment applications with operational systems.

• DBT and Python.

• SaaS solution integration within Alternative Investments.

• Experience using AI-assisted development tools such as Claude Code or Cowork to improve workflows and accelerate delivery.

IMPORTANT - SWISS RESIDENCY & WORK PERMIT REQUIREMENTS

This position has strict Swiss residency requirements.

Candidates must:

• Be resident in Switzerland on their first day of employment.

• Be an EU/Swiss national or hold a valid Swiss B or C work permit.

• Candidates relocating must be prepared to relocate to Switzerland and obtain the appropriate B or C permit before commencing.