Project Manager & Business Analyst - Wealth Management Platform

Evooq SA — Lausanne
13.11.2019 | Employee | 100%

Evooq is a Swiss investment and technology partner of banks, independent asset managers and pension funds. Active in the market since 2011, Evooq’s portfolio of solutions has been developed to empower advisors - from derivative financial instruments to risk intelligence, investment advisory and monitoring tools and more. To date, clients of leading financial institutions have utilized Evooq’s products in the Swiss, EU and Asian markets. 


We are a human sized company focused on delivering innovative software products that change how wealth management services are delivered to clients. 


We are looking for smart, pragmatic, clear communicators who like to solve problems with original thinking, drive features, and are able to work as part of an agile and cross-functional team in order to make us collectively stronger. 



Project Manager & Business Analyst - Wealth Management Platform

Evooq provides investment solutions and a wealth management platform to financial institutions such as banks, independent asset managers and pension funds. In the role of a Project Manager for Client Integration, you will lead implementation projects to integrate the Evooq Advisory Platform into the tool landscape of our clients. Main tasks:

  • Define processes and use cases that need to be supported by the platform (in collaboration with the client) 

  • Describe business requirements and derive work packages for the platform implementation 

  • Identify potential product extensions and drive its implementation with product management

  • Establish a well-structured collaboration with clients including a proper project governance considering all relevant stakeholders of the client and Evooq



  • Academic degree in a relevant area such as science, economics or computer science 

  • 5+ years of professional experience in the financial services or consulting industry with excellent track record and strong focus on implementation activities in Banking; knowledge in Swiss (FIDLEG) and European (MIFID) regulations is an asset

  • Experience in project management and Agile delivery methods, software engineering experience a plus

  • Reliable with high attention to detail, high quality focus, hands-on as well as a strong focus on execution combined with excellent client communication skills

  • Strong team player who prefers to work in an environment with flat hierarchies

  • Able to work in a dynamic team environment, perform under pressure and meet deadlines

  • Excellent written and verbal communication skills in English and German (French is a strong plus)


Candidates must have or be eligible for a work permit in Switzerland.


Full-time in Lausanne


Evooq SA

Avenue de la Rasude 5Lausanne



Year of foundation

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