Overview As a Business Analyst you will run, develop and optimize PRIMERA Connect CRM to support investment teams and relationship management. You’ll collaborate with business stakeholders and developers to refine data entry and reporting capabilities, manage budgets, and ensure governance and compliance. In a small, hands-on team you’ll also assist the Investment Office on business tasks ~20% of your time. This role blends technology, data and stakeholder skills to deliver impactful, value-generating solutions. Leistungen / Benefits competitive compensation with performance-based bonuses daily lunch allowance global professional environment and international exposure gym access and on-site facilities career development and PG Academy sabbatical after five years Verantwortungsbereiche Define stakeholder needs and translate them into reusable capabilities across the platform Test and sign off on new functionalities; coordinate release cycles with tech partners and external consultants Ensure data model stability and conduct impact analysis before releases Align PRIMERA Connect with the broader technology architecture and avoid redundancies Ensure compliance with information sharing and data retention frameworks Manage external consultants and vendor performance; oversee CRM implementation budget and contract renewals Support data migration and change management when required Lead ongoing vendor oversight and engineering/resource performance monitoring Coordinate with the technology team to embed PRIMERA Connect in the overall landscape Zentrale Anforderungen 3-7 years experience in business analysis, project management and/or investment operations experience with software implementation is a plus strong interest in investment data, digital tools and AI excellent communication and stakeholder skills organized with multiple priorities analytical mindset and detail-oriented proactive, solution-driven, flexible and hands-on English fluent; German a plus experience in financial services; DealCloud or similar CRM is a plus communication stakeholder management organization DealCloud or similar CRM CRM implementation data migration
Business Analyst - Investment Platform & Operations in Zug Arbeitgeber: Partners Group Holding
Als (Senior) Lead Fund Controller in Zug bieten wir Ihnen die Möglichkeit, in einem dynamischen und internationalen Umfeld zu arbeiten, das durch eine starke Unternehmenskultur geprägt ist. Unsere Mitarbeiter profitieren von wettbewerbsfähigen Gehältern, leistungsabhängigen Boni und umfangreichen Entwicklungsmöglichkeiten durch die PG Academy sowie Mentorship-Programme. Zudem fördern wir die Gemeinschaftsbindung durch Büroveranstaltungen und Freiwilligenarbeit, was unser Engagement für eine positive Arbeitsumgebung unterstreicht.
