Finance Data Business Analyst

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Finance Data Business Analyst (limited contract for 6 months, start asap)

About us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

Who we’re looking for

The Finance team plays a critical role in driving business performance by ensuring financial outcomes are clearly understood key performance drivers are transparent, and strategic decisions are grounded in robust commercial insight. The team works alongside senior stakeholders to influence decision-making, optimise resource allocation, and ensure the Wealth Management business is aligned with the Bank’s and the Group’s strategic objectives, governance standards and risk management framework.

The Finance Data Business Analyst will act as a trusted advisor to the business, combining strong financial insight with commercial acumen to provide forward-looking analysis, challenge performance, and support key strategic initiatives within a regulated Swiss private banking environment.

The team

Based in Zurich and connected to the FP&A and Finance Business Partnering network of the Wealth Management Division, the team is integral to driving the performance of the Swiss private bank by assisting senior stakeholders with planning, strategic decision-making and performance evaluation.

The team operates across two complementary capabilities:

• FP&A (Performance & Planning) – responsible for management reporting, forecasting, and financial processes
• Business Partnering – focused on commercial insight, stakeholder engagement, and decision support

Together, the team delivers end-to-end financial support to the business, ensuring that financial information is accurate, insightful, and actionable.

We are a collaborative and high-performing team, with a strong focus on continuous improvement, commercial impact, and delivering high-quality insight to senior stakeholders.

What you will do

Business Partnering & Commercial Support

• Act as a trusted finance advisor to senior Wealth Management and Bank stakeholders, supporting decision-making across the Bank’s business (excluding superteams supported by regional business partners)
• Provide commercial insight on key decisions, including investment cases, pricing, cost optimisation and strategic initiatives, while considering the Bank’s governance, risk and regulatory framework
• Translate financial performance into clear, actionable recommendations that drive sustainable business outcomes

Performance Management & Insight

• Lead performance discussions with the business, focusing on key drivers including Assets under Management, net new business, revenues, margins, costs and profitability
• Interpret management information and challenge performance against targets, identifying financial, commercial and execution risks and opportunities
• Provide clear, structured commentary on financial performance, linking outcomes to underlying business activity

Planning & Forecasting (Business Ownership)

• Partner with stakeholders to shape budgets, forecasts and medium-term plans, ensuring assumptions are robust and aligned with the Bank’s…