Our client is a foundation-owned investment group with over CHF 30 billion in assets under management. Their investment strategies include private and long-term equity, real estate, infrastructure and liquid assets. Due to continued growth, we are exclusively mandated to search for an experienced and highly motivated Investment Controller to join their dynamic finance team at the headquarters in Pfäffikon SZ.
This role involves developing and implementing controlling, forecasting, and management reporting tools to support investment strategy execution. Additionally, it entails monitoring asset allocation vs. strategic targets, ensuring optimal portfolio positioning, and calculating, tracking, analyzing, and reporting on key financial performance ratios. The successful candidate will also develop standardized investment performance reports for senior management and the Board, integrating both historical and forward-looking insights.