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Our Company

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission

Empowering entrepreneurial minds to create value – today and for the future.

We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

Job Description

The EPM OneStream Developer/Business Data Analyst will be part of the Group Performance Measurement, Budgeting & Reporting Team in Lugano and will contribute to develop and run an integrated planning, reporting and performance review process to facilitate value-driven business decision-making. In his role as EPM OneStream Developer, the resource will oversee running, maintenance and development of our existing OneStream planning platform. In his role as EPM OneStream Developer/Business Data Analyst, the resource will support the performance measurement activities by running granular analysis of financial performance root causes and by providing insights on value creation levers.

The resource will play an active role supporting business development and providing value-added decision support using data modelling and forecasting intelligence.

Main Responsibilities

EPM OneStream Developer

Business analyst and power user of MI data

Design and maintain data models for analysis and forecasting

Establish and compile dashboards and presentations to senior management

Take active role in the business performance dialogues

Active collaboration with Strategy & Corporate Development unit during budgeting and forecasting process

Design and develop MI reports and simulations with data from the various MIS systems of the bank to provide insight on value creation levers to the business

Develop strong relationship with business management and business controllers to support the Planning & Controlling business partnership

Skills and experience

Professional experience in EPM Business Intelligence in Financial Industry

OneStream software: EPM applications maintenance and developments expert

Ability to understand large datasets and experience of data modelling, providing accurate data analysis

Power user of OneStream, MS-PowerBI, MS-Excel and PowerPoint; Knowledge of Excel Macros, VBA, Python, SAS Enterprise Guide to automate data extraction and reporting

Quick learner, accurate and efficient

Proactive attitude and willingness to take on new knowledge and skills

Ability to work under pressure and adapt to unforeseen work demands

Good communication skills to communicate effectively with stakeholders at all levels

Fluent in Italian and English

Our Values

Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement

Hands-on: Being proactive to rapidly deliver high-quality results

Passionate: Being committed and striving for excellence

Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset

Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.