CRM & Data-Driven Business Analyst for Investment Platform

Partners Group; Baar; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Bonuses

Lunch allowance

Gym access

PG Academy

Sabbatical program

Zusammenfassung

Partners Group in Baar, CH is hiring a Business Analyst focused on running, developing and optimizing PRIMERA Connect CRM for the investment platform. You will gather stakeholder needs, translate them into specifications and collaborate with developers to implement data entry and reporting capabilities across pipelines and relationship management.

Beyond analytics, you will manage the CRM implementation budget, ensure governance and data retention, and support Investment Office tasks.

Qualifikationen

• 3–7 years of experience in business analysis, project management and / or investment operations, ideally with software implementation experience.
• Strong interest in investment data, digital tools and AI.
• Excellent communication and stakeholder skills.
• Organized and comfortable managing multiple priorities.
• Analytical mindset and detail focus.
• Proactive and solution-driven.
• Flexible and hands-on.
• Fluency in English; German is a plus.
• Experience with DealCloud or similar CRM is a plus.

Aufgaben

• Help stakeholders define their needs, develop solutions that meet those needs and write specifications accordingly; ensure capabilities built for one or more stakeholders can be leveraged across the platform where appropriate
• Test and sign off on newly built functionalities prior to release; coordinate the release cycle with Partners Group's technology team and external consultants; support with data migration and change management where required
• Safeguard the stability of the PRIMERA Connect platform by ensuring that the data model remains fit-for-purpose and consistent, and by ensuring that the impact of changes to the system are thoroughly analyzed and tested prior to release
• Coordinate with Partners Group's Technology team to ensure that PRIMERA Connect remains well embedded into Partners Group's overall technology architecture and landscape
• Ensure compliance with Partners Group's framework on information sharing within the platform, as well as with data retention rules
• Manage the external consultants responsible for supporting Partners Group's investment teams on the PRIMERA Connect implementation. Lead the ongoing vendor oversight, including performance monitoring both of the overall vendor and the individual consultants / engineers
• Manage the CRM implementation budget, as well as drive contract renewals and negotiations

Kenntnisse

Business Analysis

Project Management

Stakeholder Management

Budget Management

Data Governance

CRM Implementation

Tools

PRIMERA Connect

CRM Software

Jobbeschreibung

Partners Group in Baar, CH is hiring a Business Analyst focused on running, developing and optimizing PRIMERA Connect CRM for the investment platform. You will gather stakeholder needs, translate them into specifications and collaborate with developers to implement data entry and reporting capabilities across pipelines and relationship management.

Beyond analytics, you will manage the CRM implementation budget, ensure governance and data retention, and support Investment Office tasks.