Investment Analyst/Business Analyst
We have a current opportunity with a Tier 1, leading Global Bank, looking for a detail-oriented Investment Analyst/Business Analyst, to support in their Wealth Management team, primarily focused on numbers crunching, collection of data and power point presentations for key clients. This role is ideal for a professional who thrives on data analysis, financial modelling, and translating complex information into compelling visual presentations.
Job Title: Investment/Business Analyst
Location: Zurich, Switzerland
Key Responsibilities:
- Investment Analysis
- Conduct financial modeling, valuation analysis, and performance tracking across asset classes.
- Support portfolio managers with data-driven insights and investment recommendations.
- Monitor macroeconomic trends, market developments, and regulatory changes.
- Business Analytics
- Analyze operational and financial data to identify trends, risks, and opportunities.
- Develop dashboards and reports to support strategic planning and performance reviews.
- Collaborate with cross-functional teams to improve business processes and outcomes.
- Research & Reporting
- Perform industry and competitor research to support investment and business strategy.
- Prepare high-impact presentations and reports for internal stakeholders and clients.
- Translate complex data into clear, actionable insights.
Required Skills & Qualifications:
- Bachelor's in Finance, Economics, Business, Engineering, or related field.
- 2-4 years of experience in investment analysis, business analytics, or consulting.
- Strong proficiency in Excel and PowerPoint; experience with data visualization tools (e.g., Tableau, Power BI) is a plus.
- Familiarity with financial databases (Bloomberg, FactSet) and programming languages (Python, SQL) is an advantage.
- Excellent analytical, problem-solving, and communication skills.
- Fluent in English and Spanish (desirable)
On Offer:
- Competitive compensation
- Professional development opportunities
- Collaborative and innovative work environment
- Exposure to high-impact projects and senior leadership
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