Family Office Investment Role
We are a family office dedicated to managing the investments of a single family. Our investment portfolio encompasses a diverse range of asset classes, including both traditional assets—such as bonds, listed equities, foreign exchange, and derivatives—and alternative investments like private markets.
Investment Responsibilities
- Assist in managing the existing investment portfolio, which is highly diversified across asset classes, industries, and geographies.
- Analyze new investment opportunities, including both internally generated ideas and proposals from banks.
- Prepare 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
- Manage general office administration.
- Organize the office and support the team in optimizing operational efficiency.
- Coordinate concierge services and assist Ultimate Beneficial Owners (UBOs) with personal matters as part of daily activities.
- Provide oral and written translations in English, German, and Russian.
- Plan and prepare meetings.
- Review invoices against offers and completed work.
- Maintain a maintenance calendar and manage a list of open tasks, ensuring timely execution.
- Perform other ad hoc tasks as requested by clients and management.
Education and Skills & Experience
- Education: Bachelor’s or Master’s degree in finance, capital markets, accounting, or a related field.
- Experience / Skills: A minimum of 3 years of work experience in family offices, banks, investment funds, or audit firms.
- Languages: Fluency in English, German, and Russian is required.
- IT Skills: Advanced proficiency in IT, particularly in Excel.
Apply online using the form below. Please note that only applications matching the job profile will be considered.
Work locationHünenberg, Switzerland