Business Analyst

LGT Capital Partners Ltd.; Freienbach; Remote; CHF 120,000 - 160,000; Full time

Benefits offered by this job

Work-from-home options

Flexible hours

Home office allowance

Job summary

LGT Capital Partners Ltd. seeks a proactive Business Analyst to strengthen the CPS Platform team in Switzerland.

You will bridge business and IT, translating needs into scalable requirements for our CRM and product management system, supporting end-to-end delivery and user adoption. You will gather requirements from investment, business development, operations and compliance, write user stories, support data quality and interfaces, and maintain the backlog while coordinating testing and

Qualifications

• 5+ years of hands-on or consulting experience in business analysis, CRM, data management or operations.
• Bachelor's degree in Business Administration, Economics, Finance, Information Systems, Computer Science, Data Analytics or a related field.
• Strong ability to translate business needs into technical requirements.
• Experience with CRM systems, master data management or data quality topics; SQL/Power BI is a plus.
• Knowledge of private markets, investor management and AML/KYC onboarding processes is a plus.
• Experience with agile ways of working, backlog management and UAT coordination (Azure DevOps or Jira).
• Self-starter with ownership; able to work independently in a dynamic environment.
• Fluent English; German is an advantage.
• Strong communication and collaboration across teams.

Responsibilities

• Gather, structure, and analyze business requirements from investment, business development, operations, and compliance teams, driving end-to-end change initiatives.
• Translate business requirements into user stories, specs, data mappings and acceptance criteria with IT and stakeholders.
• Support CRM evolution focusing on simplification, user experience and adoption.
• Support Product management system changes and data quality improvements; define data attributes and rules.
• Document and validate interfaces and data flows between connected systems and assess impact.
• Contribute to client onboarding and AML/KYC platform rollout with adoption across ops and compliance.
• Maintain the product backlog, support prioritization, testing (UAT/regression) and sign-off.
• Map as-is and to-be processes; identify pain points and opportunities for automation.
• Act as a trusted contact for CPS applications; prepare user documentation, training, and communications.

Skills

Business analysis

CRM

Data management

Data quality

Backlog management

UAT coordination

Agile

SQL

Power BI

Azure DevOps / Jira

Stakeholder management

Communication

Education

Bachelor's degree in Business Administration, Economics, Finance, Information Systems, CS, Data Analytics

Tools

Azure DevOps

Jira

Power BI

SQL

Job description

Job Description

We are seeking a proactive and detail-oriented Business Analyst to strengthen our Clients, Products and Sales (CPS) Platform team. You will act as a key link between business and IT, translating business needs into clear and scalable requirements for the applications and processes that support our client, product and sales activities: primarily for our firm-wide CRM for deal pipeline, fundraising and investor management and our product management system. You will also contribute to the firm's flagship change initiatives.

This role is a great fit for a professional who wants to grow quickly in a broad, high-visibility environment at the intersection of business, data and technology, with the opportunity to take ownership and accountability for the end-to-end delivery of projects and enhancements (run-the-business).

In this role you will

• Gather, structure, and analyze business requirements from investment, business development, operations, and compliance teams, driving end-to-end change initiatives across the CPS application landscape while taking increasing ownership of delivery from requirements through go-live and user adoption in close collaboration with business stakeholders and IT;
• Translate business requirements into clear user stories, functional specifications, data mappings, and acceptance criteria, collaborating closely with business stakeholders, IT, and external vendors to validate and deliver effective solutions;
• Support the continuous evolution and refactoring of the CRM (objects, fields, dashboards, workflows, permissions) with a focus on simplification, user experience and adoption;
• Support Product management system change and data quality improvement activities: define and refine master data attributes, data quality rules and data ownership, analyze data quality incidents and drive their remediation together with the data owners;
• Document and validate interfaces and data flows between connected systems (e.g. fund accounting, data platform, investor portal), and assess the impact of changes on downstream applications;
• Contribute to the implementation of the client onboarding and AML/KYC platform: capture requirements, map processes, support integration design and testing, and prepare the rollout to operations and compliance teams;
• Maintain the product backlog for the applications in your scope, support prioritization and release planning together with the application owners, coordinate and perform testing (UAT and regression) and manage the business sign-off and approval process;
• Map and analyze as-is and to-be business processes, identify pain points and opportunities for simplification and automation, and proactively drive their implementation;
• Act as a trusted point of contact for business and IT on all matters related to CPS applications, prepare user documentation, training material and communications, and foster adoption across the firm.

Stay up to date on developments in CRM, master data management and onboarding technologies, and help identify, shape and implement AI use cases jointly with the AI teams.

Requirements

• 5+ years of hands-on or consulting experience in business analysis, CRM, data management or operations, ideally in financial services;
• Bachelor's degree in Business Administration, Economics, Finance, Information Systems, Computer Science, Data Analytics or a related field;
• Good understanding of business processes and the underlying data, with the ability to translate business needs into technical requirements and vice versa;
• Experience with CRM systems, master data management or data quality topics is a strong plus; basic SQL and/or Power BI skills are a plus;
• Knowledge of or interest in private markets, fund structures, investor management and/or AML/KYC and onboarding processes is a plus; awareness of data protection (GDPR/FADP) and financial regulatory requirements (AMLA/AMLR) is an advantage;
• Experience with agile ways of working, backlog management and UAT coordination (e.g. in Azure DevOps or Jira) is a plus;
• Self-starter mentality with a strong drive to get things done and take ownership of tasks and projects;
• Ability to work independently in a dynamic environment and proactively identify possible enhancements;
• Strong analytical and problem-solving skills, with attention to detail during requirements analysis, data validation and testing;
• Excellent communication and interpersonal skills, with the ability to connect effectively across teams and with both business and IT stakeholders;
• Fluent English; German is an advantage;
• Great team player and ability to work collaboratively at various levels of the organization.

What you can expect

• We provide modern working conditions, including work-from-home options, flexible hours and a home office allowance to ensure staff members have a work environment equipped with the latest technology;
• A diverse culture founded on mutual respect, teamwork and appreciation awaits you at LGT Capital Partners. We go the extra mile to generate impact;
• We empower and invest in you: your professional development and personal growth are our priority. We offer various internal and external training opportunities that are aligned with your ambitions and our business needs. If you are interested, you can also enhance your German or English language skills;
• We are proud to be owned by the Princely Family of Liechtenstein and our company is inspired by its entrepreneurial spirit;
• Commitment to ESG: our approach to business is influenced by the Princely Family’s long-term perspective. Sustainability is key for us and has shaped our actions since 2002;
• You benefit from favorable terms and conditions if you wish to participate in LGT Capital Partners’ investment programs or to use LGT banking products and services.

Contact Information

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.

For further information please contact us.

Alexandra Hohermuth

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact

[phone]