Business Analyst - Investment Platform & Operations

Business Analyst - Investment Platform & Operations

Location:

Baar, CH

We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 185 billion in assets under management and around 2,000 professionals across 24 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

For our global investment platform, we are seeking a Business Analyst with focus on running, developing and optimizing our CRM solution, PRIMERA Connect. In this role, you will work independently with business stakeholders across our investment platform as well as with software developers to implement and refine the data entry and reporting capabilities investment teams require in PRIMERA Connect, both for investment pipeline and relationship management purposes.

In addition, you will be responsible for managing the CRM implementation budget and ensuring compliance with the PRIMERA Connect operating model (permissions management, data retention, data governance). As part of a small, hands‑on team, you will furthermore dedicate approximately 20% of your time to supporting the Investment Office on business management related tasks. This role is ideal for a highly organized individual with a flair for technology, AI and data and strong stakeholder skills, who thrives when delivering creative solutions that generate value for internal clients.

• Help stakeholders define their needs, develop solutions that meet those needs and write specifications accordingly; ensure that capabilities built for one or more stakeholders can be leveraged across the platform where appropriate
• Test and sign off on newly built functionalities prior to release; coordinate the release cycle with Partners Group's technology team and external consultants; support with data migration and change management where required
• Safeguard the stability of the PRIMERA Connect platform by ensuring that the data model remains fit-for-purpose and consistent, and by ensuring that the impact of changes to the system are thoroughly analyzed and tested prior to release
• Coordinate with Partners Group's Technology team to ensure that PRIMERA Connect remains well embedded into Partners Group's overall technology architecture and landscape (no redundancies)
• Ensure compliance with Partners Group's framework on information sharing within the platform, as well as with data retention rules
• Manage the external consultants responsible for supporting Partners Group's investment teams on the PRIMERA Connect implementation. Lead the ongoing vendor oversight, including performance monitoring both of the overall vendor and the individual consultants / engineers
• Manage the CRM implementation budget, as well as drive contract renewals and negotiations

• 3
  -7 years of experience in business analysis, project management and / or investment operations, ideally with software implementation experience
• Strong interest in investment data, digital tools and AI
• Excellent communication and stakeholder skills
• Organized and comfortable managing multiple priorities
• Analytical mindset and detail focus
• Proactive and solution-driven
• Flexible and hands‑on
• Fluency in English;
  German is a plus
• Experience in financial services, with the Deal Cloud platform and / or with a similar CRM platform is a plus

Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to grow:

• Competitive compensation with…