Job Description
Company Description
Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.
We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.
Job Description
The Business Manager will lead and support the planning and execution of Quarterly Business Reviews, ensuring compliance and clear communication across stakeholders. Key tasks include:
- Session Coordination: Organize and moderate QBR sessions.
- Preparation & Logistics: Develop presentation materials, test dashboard functionality, update meeting invitations, and coordinate announcements with participants.
- Compliance Oversight: Conduct checks on QBR procedures and processes using Business Management tools (e.g., PowerBI, Jira) to ensure adherence to standards.
- Stakeholder Engagement: Serve as the point of contact for QBR-related concerns and feedback.
- Data Analysis & Insights: Provide analytical support to strengthen QBR outcomes.
- Process Improvement: Gather feedback from process users, identify gaps, and implement enhancements as needed.
- Documentation Management: Create and maintain QBR guides and instructional materials, ensuring dashboards and documentation remain up to date.
Other responsibilities
- Financial Planning Support - Assist in preparing and reviewing project charters and change requests. Support the development of Theme Portfolio Review (TPR) reports and facilitate related meetings. Conduct quality checks on themes and maintain accurate master data records.
- Communication & Documentation - Maintain clear and accessible documentation across platforms such as SharePoint and Outlook.
- RfC Backlog Management - Track and manage Requests for Change (RfC), ensuring proper documentation and visibility for stakeholders.
- General Business Management Support - Assist the Business Management team with ad hoc tasks and initiatives. Contribute to problem-solving, operational efficiency, and continuous improvement across business processes.
Qualifications
- Bachelor’s degree in Business, Economics, or a related field
- At least 5 years of professional experience in the financial services industry, ideally within a multicultural or global environment
- Strong analytical skills with proficiency in Excel and data management tools
- Excellent business communication skills in English, both written and verbal
- Proven organizational and coordination abilities to manage multiple priorities effectively
- Ability to engage diverse stakeholders, manage expectations, and foster collaboration
- Team-oriented mindset with adaptability to evolving organizational needs
Nice-to-have
- Proficiency in tools such as PowerBI and Jira
- Knowledge of financial planning and reporting processes
- Familiarity with SharePoint development and maintenance
Additional Information
We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices.
In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self.
We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way.
Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.
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