• Exciting role with a broad investment focus in a dynamic environment
  • Family Office in Zurich

About Our Client

Our client is a family office that is focused on many different asset classes, including Private Equity. They are located in the heart of Zurich and have ambitious plans to grow.

Job Description

• Manage and coordinate investment transactions and the overall investment structure, including the setup and liquidation of investment vehicles
• Prepare, review, and analyze monthly bookkeeping records and annual financial statements
• Prepare investment valuations, generate monthly reports, and conduct ad-hoc analyses
• Coordinate the annual audit process for our investment vehicles
• Liaise with external partners, including auditors, administrators, and other third-party service providers
• Lead and drive projects aimed at optimizing existing processes

The Successful Applicant

• Higher education with a focus on Finance
• 2+ years of hands-on controlling experience
• Experience within the Financial Services industry and/or as an investment controller is a plus
• Strong interest and/or knowledge in financial products
• Excellent planning and analytical skills
• Self-starter with a team player mentality
• Fluent in English; German is a plus

What's on Offer

• Dynamic environment
• Flexibility (remote working possibilities etc.)
• Modern offices in the heart of Zurich
• Competitive salary

Contact

Mauro Bottesi

Quote job ref

JN-062024-6441707

Job Function

Banking & Financial Services

Specialisation

Accountancy & Finance

Industry

Financial Services

Location

Zürich

Contract Type

Permanent

Consultant name

Mauro Bottesi

Job Reference

JN-062024-6441707

Job Nature

Home Office