Family Office Investment Management Opportunity
We are a family office dedicated to managing the investments of a single family. Our investment portfolio spans all asset classes, including both traditional assets such as bonds, listed equities, foreign exchange, and derivatives, as well as alternative investments in private markets.
Responsibilities
As part of our team, you will have the following investment-related responsibilities:
- Assist in managing a highly diversified investment portfolio, covering a range of asset classes, industries, and geographies.
- Analyze new investment opportunities, including both internally generated ideas and proposals from banks.
- Prepare detailed internal investment reports.
- Support financial accounting, bookkeeping, and audit processes in collaboration with the team.
- Liaise with banks regarding transactions, KYC matters, and account openings.
Administrative responsibilities are also a key aspect of this role:
- Oversee general office administration.
- Organize the office and support the team to optimize operational efficiency.
- Coordinate concierge services and assist UBOs with personal matters as part of daily activities.
- Provide oral and written translations in English, German, and Russian.
- Plan and prepare for meetings.
- Review invoices against offers and completed work.
- Maintain a maintenance calendar and a list of open tasks, monitoring their execution.
- Perform other ad hoc tasks as requested by clients and management.
Qualifications
The ideal candidate will possess the following education, skills, and experience:
- Education: Bachelor's or Master's degree in finance, capital markets, accounting, or a related field.
- Experience: At least 3 years of experience in family offices, banks, investment funds, or audit firms.
- Languages: Fluency in English, German, and Russian is required.
- IT Skills: Proficient in advanced IT applications, particularly Excel.
To express your interest in this position, please apply online using the form below. Please note that only applications matching the job profile will be considered.