Product Analyst 80% - 100% (w/m/d)

Innovation & Market | Steinhausen, Schweiz

Expersoft Systems AG is a leading software company in the field of portfolio and wealth management with customers worldwide. For our product team in the area of Innovation & Market at our headquarters in Steinhausen, we are looking for an analytical and motivated personality effective immediately or by arrangement.

You will help shape the valuation functions of our PM1-platform and connect customers, specialist departments, and implementation teams. With your financial knowledge and your analyses, you translate functional requirements into clear specifications and reliable product functions. Product Analyst 80% - 100% (w/m/d)

Your tasks

• You analyze valuation requirements and identify opportunities for product innovations and improvements. In doing so, you deal with valuation logics and calculations, market data, currency management, and risk aspects of portfolios with equities, bonds, funds, structured products, derivatives, non-bankable assets, and alternative investments.
• You translate requirements from product innovations and customer-specific change requests into clear functional specifications, user stories, and acceptance criteria, and ensure their consistency and traceability throughout the entire implementation.
• You specify and validate valuation processes, data flows, and interfaces to custodian banks, data providers, core banking systems, and customer systems.
• You investigate valuation differences, plausibilize market and position data, and contribute to consistent portfolio, performance, and reporting results.
• You work together with customers, Client Services, development, and other departments, clarify requirements, support testing and implementation, and check and approve functions based on the agreed specifications.
• You analyze and coordinate product-related support requests, including error messages, configuration questions, and expansion requests, and support their classification, prioritization, and processing.
• You contribute your expertise to customer workshops and product demonstrations, maintain product documentation, and conduct internal training. You deepen your valuation knowledge and expand your knowledge of the entire PM1-platform.

Your profile

• You have completed training in the field of banking, economics, or finance as well as experience in product, business, or technical analysis or a comparable function in banking, wealth management, asset management, in a family office, or in the field of financial software.
• You possess knowledge in portfolio management and valuation, particularly regarding securities, position management, prices, and currencies, as well as an understanding of how valuations are used for performance measurement, risk analysis, and reporting.
• You have experience in the collection and documentation of functional requirements, the creation of functional specifications and acceptance criteria, as well as the testing of implemented functions based on these specifications.
• You convince with a structured, analytical, and detail-oriented way of working as well as the ability to explain complex topics understandably and to collaborate successfully with customers, specialists, and technical teams.
• A practical technical understanding is an advantage, especially regarding how data, interfaces, and software processes support functional requirements. Experience in software development and programming skills are not required.
• Interest in artificial intelligence and its potential to improve financial software, analyses, and business processes is an advantage.
• You have fluent German and English skills in speaking and writing.

Your benefits

• A versatile activity that combines banking know-how, valuation, and state-of-the-art financial software, with direct influence on an established product used by numerous international wealth and asset management customers.
• Scope for design and independent analytical work in a specialized, motivated team with short decision-making paths.
• A modern working environment and flexible working hours at our headquarters in Steinhausen.
• Long-term professional perspectives and support for your professional and personal development.

Would you like to become part of our team? We look forward to your application.

j4id10421790a j4it1040a j4iy26a