Finance Data Business Analyst

Schroders; Zürich; Hybrid; CHF 90,000 - 130,000; Full time

Job summary

Schroders in Zurich seeks a Finance Data Business Analyst on a six-month fixed-term contract to partner with Wealth Management and influence decision-making through robust financial insight.

The role blends commercial acumen with financial analysis, supporting planning, forecasting and strategic initiatives within a regulated Swiss private banking environment. You will collaborate with FP&A and Finance Partnering teams to deliver high-quality insight.

Qualifications

• Qualified with ACCA/CIMA/ACA or Swiss CPA or equivalent.
• Strong post-qualified FP&A or commercial finance experience.
• Excellent communication and stakeholder management.

Responsibilities

• Act as finance advisor to Wealth Management stakeholders, supporting decision-making.
• Provide commercial insight on key decisions, including pricing and cost optimisation.
• Translate financial performance into actionable recommendations.
• Lead performance discussions focusing on AUM, revenues, margins and costs.
• Support budgeting, forecasting and medium-term planning.
• Deliver ad hoc analyses and assist with strategic initiatives.

Skills

Commercial acumen

Stakeholder management

Advanced Excel

Financial analysis

Education

ACCA/CIMA/ACA or Swiss CPA or equivalent

Tools

Power BI

SQL

T24 banking data environments

Job description

Finance Data Business Analyst - 6 months FTC

Trending

Job Description

Finance Data Business Analyst (limited contract for 6 months, start asap)

About us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

Who we’re looking for

The Finance team plays a critical role in driving business performance by ensuring financial outcomes are clearly understood key performance drivers are transparent, and strategic decisions are grounded in robust commercial insight. The team works alongside senior stakeholders to influence decision-making, optimise resource allocation, and ensure the Wealth Management business is aligned with the Bank’s and the Group’s strategic objectives, governance standards and risk management framework.

The Finance Data Business Analyst will act as a trusted advisor to the business, combining strong financial insight with commercial acumen to provide forward-looking analysis, challenge performance, and support key strategic initiatives within a regulated Swiss private banking environment.

The team

Based in Zurich and connected to the FP&A and Finance Business Partnering network of the Wealth Management Division, the team is integral to driving the performance of the Swiss private bank by assisting senior stakeholders with planning, strategic decision-making and performance evaluation.

The team operates across two complementary capabilities:

• FP&A (Performance & Planning) – responsible for management reporting, forecasting, and financial processes
• Business Partnering – focused on commercial insight, stakeholder engagement, and decision support

Together, the team delivers end-to-end financial support to the business, ensuring that financial information is accurate, insightful, and actionable.

We are a collaborative and high-performing team, with a strong focus on continuous improvement, commercial impact, and delivering high-quality insight to senior stakeholders.

What you will do

Business Partnering & Commercial Support

• Act as a trusted finance advisor to senior Wealth Management and Bank stakeholders, supporting decision-making across the Bank’s business (excluding superteams supported by regional business partners)
• Provide commercial insight on key decisions, including investment cases, pricing, cost optimisation and strategic initiatives, while considering the Bank’s governance, risk and regulatory framework
• Translate financial performance into clear, actionable recommendations that drive sustainable business outcomes

Performance Management & Insight

• Lead performance discussions with the business, focusing on key drivers including Assets under Management, net new business, revenues, margins, costs and profitability
• Interpret management information and challenge performance against targets, identifying financial, commercial and execution risks and opportunities
• Provide clear, structured commentary on financial performance, linking outcomes to underlying business activity

Planning & Forecasting (Business Ownership)

• Partner with stakeholders to shape budgets, forecasts and medium-term plans, ensuring assumptions are robust and aligned with the Bank’s strategy and financial objectives
• Provide forward-looking analysis and scenario modelling to support strategic planning
• Challenge business inputs and ensure financial plans reflect operational reality

Strategic Analysis & Projects

• Support strategic initiatives, transformation programmes, and business change through financial analysis and insight, business case review and benefits tracking
• Deliver ad hoc analysis on key topics, such as cost-to-serve, client and segment profitability, resource allocation and capital consumption
• Influence prioritisation and resource allocation decisions across the business

Performance Challenge & Governance

• Act as a critical point of contact to the business, providing constructive challenge on performance, profitability and cost discipline
• Ensure financial outcomes are well understood and aligned with strategic objectives, internal policies and applicable regulatory requirements
• Work closely with Finance, Risk, Compliance and other relevant functions to ensure consistency between reported performance, forecasts and the business narrative, and to maintain high standards of data quality and financial integrity

The knowledge, experience and qualifications that will help

• Qualified (ACCA, CIMA, ACA, Swiss CPA or equivalent) with strong post-qualified experience in FP&A or commercial finance
• Proven experience in business partnering, with the ability to influence senior stakeholders
• Strong commercial acumen, with experience supporting decision-making in a complex business environment
• Experience in financial analysis, planning, and performance management
• Excellent analytical capability, with confidence working with complex data and translating insights into clear narratives; advanced Excel and practical experience with Power BI, SQL and T24 or comparable banking data environments are advantageous
• Strong communication and stakeholder management skills
• Private Banking, Wealth Management or broader Financial Services experience, ideally within a FINMA-regulated environment, is advantageous

What you will be like

• Commercially minded, with a strong focus on sustainable value creation and business outcomes
• Curious and proactive, with the ability to challenge constructively and influence decisions
• Strong communicator, able to translate complex financial information into clear, relevant insight
• Collaborative and pragmatic team player, comfortable working across Finance, the business and control functions
• Able to manage competing priorities and deliver in a fast-paced environment, with sound judgement, discretion and a strong sense of personal accountability

We Recognize Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodation to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Job Identification 2225

Job Category Finance

Posting Date 10/12/2026, 03:14 PM

Apply Before 11/14/2026, 11:00 PM

Advertised Salary competitive

Employment Type Fixed Term Contract

Strategic Hire No

Collective Bargaining Agreement Not Applicable