Fund Controller

Jobtailor; Zürich; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Jobtailor in Zurich seeks a Finance & IT Analyst to support fund controlling, budgeting and forecasting, delivering transparent analyses for management. You will help optimize reporting, analytics, and data quality with AI-enabled tools.

The role emphasizes BI reporting, SQL/Python data work, and collaboration across finance and IT teams to drive efficient, accurate decision support.

Qualifikationen

• Degree in Banking & Finance or Business Informatics.
• Knowledge of fund industry gained during or after studies.
• Analytical and detail-oriented thinking.
• Team orientation and project coordination interest.
• Strong interpersonal and communication skills.
• Interest in IT, databases, cubes, and AI-driven work.
• Experience with Power BI, Microsoft 365 and databases.
• Knowledge of SQL and Python; ML/AI interest.
• Knowledge of cubes; German and English.

Aufgaben

• Support fund controlling with analyses, budgeting, forecasting, variance analyses, and fee reconciliation.
• Assist with scenario analyses, financial projections and cash management.
• Maintain and enhance management reporting.
• Develop and automate reporting, budgeting and forecasting using AI to improve efficiency.
• Participate in AI‑driven initiatives and cross‑functional IT/data flow improvements.

Kenntnisse

Analytical thinking

Team orientation

Interpersonal skills

Communication skills

IT interest

SQL

Python

Power BI

Databases

ML/AI familiarity

German language

English language

Ausbildung

Bachelor’s or Master’s in Banking & Finance or Business Informatics

Tools

Power BI

Microsoft 365

Databases

SQL

Python

ML/AI tools

Jobbeschreibung

Responsibilities

• Support fund controlling teams with a wide range of generalist tasks such as assisting with ongoing financial analyses, budgeting process and forecasting, variance analyses, fee reconciliation and review, review of fund investments, ad hoc analyses, etc., to provide transparency and decision‑making support for management.
• Support with scenario analyses, research, financial projections and cash management.
• Maintenance and continuous enhancement of management reporting.
• Participation in the development and automation of reporting, budgeting and forecasting processes, and optimization of tools using AI to improve system efficiency and quality.
• Participation in initiatives that promote AI‑supported work environments, in cross‑functional projects, and in linking IT and data flows.

Requirements

• Master’s or Bachelor’s degree in Banking & Finance or Business Informatics.
• Initial knowledge of the fund industry gained during or after studies (e.g., as a Financial Analyst in a bank’s asset management division, as an Investment Controller in management, or as an IT Auditor at a Big Four firm in the fund business).
• Analytical and detail-oriented thinking.
• Team orientation and interest in coordinating projects.
• Strong interpersonal and communication skills.
• Strong interest in IT, databases, multidimensional data structures (cubes), and AI‑supported work environments.
• Experience with Microsoft Power BI, Microsoft 365 and working with databases.
• Knowledge of SQL and Python, plus an interest in machine learning (ML) and AI‑driven processes.
• Knowledge of cubes.
• German and English.

Core Competencies

Demonstrates expertise in financial analysis, budgeting, and forecasting, with a strong focus on AI‑supported processes and tools. Proficient in SQL and Python, with experience in management reporting and cross‑functional project coordination.