Finance Business Partner
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 Business Partnering 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 Business Partner 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 strategy and financial objectives
- Provide forward-looking analysis and scenario modelling to support strategic planning
- Challenge business inputs and ensure financial plans reflect operational reality
Strategic Analysis & Projects
- Support strategic initiatives, transformation programmes, and business change through financial analysis and insight, business case review and benefits tracking
- Deliver ad hoc analysis on key topics, such as cost-to-serve, client and segment profitability, resource allocation and capital consumption
- Influence prioritisation and resource allocation decisions across the business
Performance Challenge & Governance
- Act as a critical point of contact to the business, providing constructive challenge on performance, profitability and cost discipline
- Ensure financial outcomes are well understood and aligned with strategic objectives, internal policies and applicable regulatory requirements
- Work closely with Finance, Risk, Compliance and other relevant functions to ensure consistency between reported performance, forecasts and the business narrative, and to maintain high standards of data quality and financial integrity
The knowledge, experience and qualifications that will help
- Qualified (ACCA, CIMA, ACA, Swiss CPA or equivalent) with strong post-qualified experience in FP&A or commercial finance
- Proven experience in business partnering, with the ability to influence senior stakeholders
- Strong commercial acumen, with experience supporting decision-making in a complex business environment
- Experience in financial analysis, planning, and performance management
- Excellent analytical capability, with confidence working with complex data and translating insights into clear narratives; advanced Excel and practical experience with Power BI, SQL and T24 or comparable banking data environments are advantageous
- Strong communication and stakeholder management skills
- Private Banking, Wealth Management or broader Financial Services experience, ideally within a FINMA-regulated environment, is advantageous
What you will be like
- Commercially minded, with a strong focus on sustainable value creation and business outcomes
- Curious and proactive, with the ability to challenge constructively and influence decisions
- Strong communicator, able to translate complex financial information into clear, relevant insight
- Collaborative and pragmatic team player, comfortable working across Finance, the business and control functions
- Able to manage competing priorities and deliver in a fast-paced environment, with sound judgement, discretion and a strong sense of personal accountability
We Recognize Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodation to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
About UsSkills Required
- ACCA, CIMA, ACA, Swiss CPA, or equivalent qualification
- Strong post-qualified experience in FP&A or commercial finance
- Proven business partnering experience influencing senior stakeholders
- Strong commercial acumen in a complex business environment
- Experience in financial analysis, planning, and performance management
- Excellent analytical capability and ability to translate complex data into clear narratives
- Strong communication and stakeholder management skills
- Advanced Excel skills
- Practical Power BI experience
- Practical SQL experience
- Experience with T24 or comparable banking data environments
- Private Banking, Wealth Management, or broader Financial Services experience
- Experience in a FINMA-regulated environment
Schroders Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.
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Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
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Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
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Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.
Schroders Insights
What We Do
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932
