Data Analyst

WealthArc is the fastest-growing platform for independent asset managers in Switzerland. Built on the latest technologies, it is the first WealthTech solution offered in a full SaaS model, with the goal of becoming the future data hub for wealth management and private banking.

We are looking for an experienced Data Analyst to join our WealthArc team. In this role, you will use robust cloud-based methods to transform raw data into reliable, high-quality data systems, ensuring the highest standards of data accuracy and consistency. You will work with well-known banks and wealth management companies, primarily in Switzerland, while supporting our international expansion.

A key part of this role will be financial instruments modelling within our Portfolio Management System (PMS). Therefore, we are looking for someone with solid knowledge of financial instruments (such as equities, bonds, derivatives, and funds) and an interest in how they are structured and represented in data systems. To succeed in this position, you should have strong analytical skills and the ability to automate data transformation and data quality assurance processes. If you are detail-oriented and enthusiastic about using cutting-edge technologies to enhance our product, we’d love to hear from you.

Requirements:

• At least 2 years of professional experience in data analytics

• Experience with financial data modelling; knowledge of instruments modelling in a PMS environment is a strong advantage

• Strong proficiency in SQL

• Experience with version control systems (e.g. Git)

• Solid understanding of financial instruments (e.g. equities, bonds, derivatives, funds)

• Strong analytical thinking and attention to detail

• Ability to automate data transformation and data quality assurance workflows

• Strong team player with good communication skills

• Fluent in English

• Proficiency in Python is an additional advantage

Responsibilities

• Ensure the highest quality data model standards for different financial asset classes, including instruments modelling in the PMS (Portfolio Management System) environment

• Design, implement, and improve data transformations from external custodian data sources into an internal standardised format

• Apply a consultative approach to designing and building best-in-class data solutions, minimising redundant data maintenance

• Use and enhance scalable and robust proprietary cloud-based data engineering tools

• Identify opportunities for automation and continuous improvement

• Work closely with well-known banks and wealth management companies

• Collaborate with Product, Customer Success, and Engineering teams to define best practices for investment data management

We offer

• Possibility to work almost fully remotely (2 days per month in the office in the center of Warsaw)

• Growth opportunities aligned with the rapid scaling of the company

• Challenging work with exposure to cutting-edge technologies in the financial sector

• A collaborative and innovation-driven work environment

• Company-wide lunch organized every month

• Benefits such as training sessions and conferences

• Access to Medicover & Multisport packages