We are delighted to be representing a Family Office in Zurich, who are looking for an Investment Analyst to join their team.

Responsibilities

• Ensure proper documenting of investments and investment decisions in-house and with help of external advisors.
• Restructure and optimize historical investment documentation
• Provide regular reporting to Management using metrics and data visualization tools effectively to report portfolio performance and support decision-making processes
• Support the team and partner asset managers in all aspects of managing the portfolio to ensure daily tasks are handled efficiently
• Preparation of cash flow analysis and forecasting future cash flows (e.g. expected capital calls, expected distributions, etc.)
• Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to the group’s standards
• Preparation of the profitability analyses at project and portfolio level jointly with local teams
• Coordination of activities between the holding level and local level to ensure proper execution of transactions
• Communication and liaising with clients, advisors, banks

Required skills and qualifications

• University degree in Finance, Mathematics, or a related field
• 5+ years of experience in investment industry
• Strong understating of various investment products, including equities, fixed income, and alternative investments
• Expertise in private equity
• Expertise in financial analysis and modeling
• Excellent verbal and written communication skills, with the ability to clearly convey complex information to various audiences
• CFA designation or other relevant certifications are considered an asset
• Fluent in English. Russian would be an advantage