Investment Controller (2690)
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Industrial Sector: FO
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Job Duties: In cooperation with a Zurich based recruitment agency we are looking for an Investment Controler. Our client is an established and globally operating Multi Family Office with its office in Zurich.
In this newly created function you will be part of the small team and take care of the following duties:
Review and monitoring of existing investments of clients Evaluate, review and analyze new investment opportunities Lead in set-up and presentations for new investments ideas (including respective due diligence) Overview portfolio management activities in customization needs of individual client mandates Supervise and maintain work performed by third party Asset Managers and service providers Reconciliation of monthly valuations issued by various Asset Manager Period financial and performance reporting to key clients Strategic investment consulting for existing clients base Point of contact for clients in product related questions Support of the relationship managers Update and improve presentations and pitch books Interface between Wealth Management and Asset Management
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Job Requirements: University degree in Business or Economics (Master Degree desired), ideally completed by an additional certificate (CFA, AZEK , FRM, etc.) Relevant practical experience in investment controlling and/or wealth planning Good knowledge of financial instruments and markets Good presentation and communication skills German mother tongue with excellent English skills Excellent know-how in Excel Diligent, open-minded and outgoing teamplayer and networker with high level of credibility International mindset with the ability for intuitive decision-making Joint-up thinking and can-do attitude
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Starting: 100%
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Job Region: Zurich
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Age of Person: na
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Contact: Gerold Guggenbühl
Phone: 044 - 211 12 21
E-Mail: guggenbuehl[at]gbnag.ch
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