Investment Analyst - Single Family Office

Zurich

Permanent

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

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

• Ideally you will have gained 4-5 years of experience in a similar role within a Family office environment.
• You will have a strong understating of various investment products, including equities, fixed income, and alternative investments
• Expertise in financial analysis and modelling
• University degree in Finance, Mathematics, or a related field
• CFA certification or other relevant certifications are considered an asset
• Excellent verbal and written communication skills, with the ability to clearly convey complex information to various audiences
• Fluent in English is essential and knowledge of Russian would be highly advantageous.