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

About the job

Innovation & Market | Steinhausen, Switzerland

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 Innovation & Market area at our headquarters in Steinhausen, we are looking for an analytical and motivated individual to start immediately or by arrangement.

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

Your tasks

• You analyse valuation requirements and identify opportunities for product innovations and improvements. 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 business specifications, user stories, and acceptance criteria, ensuring 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 discrepancies, verify market and position data, and contribute to consistent portfolio, performance, and reporting results.
• You collaborate with customers, client services, development, and other departments, clarify requirements, support testing and implementation, and review and approve functions based on the agreed specifications.
• You analyse and coordinate product-related support requests, including error reports, configuration questions, and enhancement requests, supporting their classification, prioritisation, and processing.
• You contribute your expertise in customer workshops and product demonstrations, maintain product documentation, and conduct internal training. You deepen your valuation knowledge and expand your understanding of the entire PM1 platform.

Your profile

• You have completed training in banking, economics, or finance and have experience in product, business, or technical analysis or a comparable role in banking, wealth management, asset management, a family office, or financial software.
• You possess knowledge in portfolio management and valuation, especially regarding securities, position management, pricing, and currencies, as well as an understanding of how valuations are used for performance measurement, risk analysis, and reporting.
• You have experience in gathering and documenting business requirements, creating business specifications and acceptance criteria, and testing implemented functions against these specifications.
• You impress with a structured, analytical, and detail-oriented working style as well as the ability to explain complex topics clearly and collaborate successfully with customers, business specialists, and technical teams.
• A practical technical understanding is advantageous, especially regarding how data, interfaces, and software processes support business 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 a plus.
• You have fluent German and English skills, both spoken and written.

Your benefits

• A versatile role 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 clients.
• Scope for creativity and independent analytical work in a specialised, motivated team with short decision-making paths.
• A modern working environment and flexible working hours at our headquarters in Steinhausen.
• Long-term career prospects and support for your professional and personal development.

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