InvestCloud is a global company specialising in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.
- Lead and coordinate client business modelling and requirement collection outlining and delimiting the modelled solution
- Collaborate with project stakeholders to identify and specify functional system requirements and process’
- Analyse business needs, gaps and issues including business impact analysis then recommend best possible solutions within the functional coverage and capabilities of the solution
- Proactive approach working with Project Managers to evaluate new functionalities
- Perform and coordinate walkthrough sessions with the client and users as well as run initial training during the implementation period
- Communicate effectively with clients to identify needs and evaluate alternative business solutions in conjunction with Project Managers
- Understand enterprise architecture concepts and appreciate the complexity of technology delivery
- Produce weekly status reports and analysis plus submit information to necessary managers and stakeholders within the organisation
- Minimum of 10 years as a Business Analyst in Wealth Management / Private Baking, Fintech, consulting or related industry
- Work experience in-house or as a service provider to investment managers preferred
- Bachelor’s Degree in Accounting, Economics, or related field
- Masters Degree a plus
- Fluent Swiss-German and/or French required as well as fluency in English
- Expert with Excel and Data Analysis, including modelling, lookups and macro writing
- Ability to handle stressful situations with perseverance and professionalism
- Excellent communication and client presentation skills
- Technical software spec writing and documentation
- Excellent time management and negotiation skills
- Proven track record of quality scope and change control
- Knowledge of investment management, portfolio accounting, financial market data and performance calculations
- Additional exposure and experience considered a plus:
- SQL
- Java
- Data Modelling and Mapping
- Understanding of Product Development Lifecycle and SaaS delivery
- Experience as a Data or Research Analyst
InvestCloud is transforming the Financial Industry's approach to digital. InvestCloud is a singular, no-code software platform for Digital and Commerce enablement within the Financial Industry. With their cloud-native, multi-tenanted platform, InvestCloud is changing the approach to digital for the world’s largest banks, wealth managers and asset managers – empowering them to leverage and leapfrog decades of technology debt and meet the elevated needs of today’s, and tomorrow’s, end clients.
