About Us
We are a family office dedicated to managing the investments of a single family. Our investment portfolio encompasses a wide array of asset classes, including both traditional assets such as bonds, listed equities, foreign exchange, and derivatives, as well as alternative investments like private markets.
Investment Responsibilities
- Assist in managing a highly diversified investment portfolio across various asset classes, industries, and geographies.
- Analyze new investment opportunities, including internally generated ideas and proposals from banks.
- Prepare and present internal investment reports.
- Support financial accounting, bookkeeping, and audit processes in collaboration with the team.
- Liaise with banks on transactions, KYC matters, and account openings.
Administrative Responsibilities
- Oversee general office administration tasks.
- Organize the office and assist the team in enhancing operational efficiency.
- Coordinate concierge services and support UBOs with personal matters as necessary.
- 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 a list of open tasks while monitoring their 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 IT skills, particularly in Excel.
To explore this exciting opportunity, apply online using the form below. Please note that only applications matching the job profile will be considered.
Work locationHünenberg, Switzerland