Financial Analyst (Funds) – Business/IT Interface

coni+partner AG

Financial Analyst for Asset Management connecting Business and IT at coni+partner AG in Zürich. Involves financial analysis, project coordination, and collaboration with teams.

Posted 6/24/2026full-timeZürich • 🇨🇭 SwitzerlandMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Master’s or Bachelor’s degree in Banking & Finance or Business Informatics.
Initial experience in the funds industry during or after studies, for example as a Financial Analyst in a bank’s Asset Management, as an Investment Controller in management, or as an IT Auditor at a Big Four firm working in the funds business.
Analytical and detail-oriented mindset.
Team-oriented with an interest in coordinating projects.
Strong interpersonal and communication skills.
High 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, and an interest in machine learning (ML) and AI-driven processes.
Familiarity with cubes.
German and English language skills.

Benefits

Comp & perks

No information on additional benefits was provided.

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Hard Skills & Tools

financial analysisbudgetingforecastingvariance analysisfee reconciliationcash managementSQLPythonmachine learningAI-driven processes

Soft Skills

analytical mindsetdetail-orientedteam-orientedproject coordinationinterpersonal skillscommunication skills