We’re at an exciting stage welcoming new clients, rolling out new systems, and opening up fresh opportunities. To keep pace, we’re looking for someone hands-on who can jump in, support across business operations, and bring structure where it’s needed most.

This is a broad role with a focus on data, client onboarding, and growth initiatives. Some days you’ll be deep in numbers, other days you’ll be supporting clients, working with product, or helping us sharpen our processes. If you like variety, impact, and flexibility this role could be a great fit.

Data & analysis

• Analyze balance sheets and P&L data during client onboarding
• Keeping client data (balance sheets, P&L, etc.) accurate and up-to-date in our system
• Conducting market research and competitive benchmarking

Client onboarding & support

• Supporting the onboarding of new pension funds into our platform (From data to users)
• Helping users with their questions
• Preparing reports and presentations that make our clients’ lives easier

Collaboration & growth

• Working closely with product managers and engineers to turn data into action
• Supporting our marketing and business development activities

Process improvements

• Spotting inefficiencies in how we work and suggesting smarter ways forward

• A business generalist mindset: structured, hands-on, and curious
• Experience in the finance industry whether from investments, insurance, pension funds, or banking. If you’ve worked with financial data and feel comfortable around balance sheets, you’ll fit right in.
• Fluent German and English skills (for client communication and reporting) Being a native speaker isn’t required
• Comfort with working independently, spotting what needs to be done, and taking it forward
• Tech affinity: you pick up new software quickly, feel at ease working with data, and are curious about how tools can improve processes

👉 Do you tick these boxes but have been out of the workplace for a few years? No problem! We’d love to hear from you!

• You want to contribute your experience in a flexible, impactful way
• Looking for something outside the corporate track
• You like variety: some days it’s data, some days clients, some days process improvements
• You like a small, dynamic team where you can make a real impact. Everyone contributes, shares ideas and supports each other, creating plenty of opportunities to learn and influence our growth
• Hybrid setup: 1-2 days per week in Zug, rest flexible

👉 Sounds like you? We look forward to hearing from you!