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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