Junior Financial Analyst with Administrative Responsibilities (100%) in a Family Office
ESCAR Management AG – Family office managing the investments of a single family. The investment portfolio includes all asset classes, traditional assets such as bonds, listed equities, FX, and derivatives, and alternative investments such as private markets.
Responsibilities
* Assist in managing the diversified investment portfolio across asset classes, industries, and geographies.
* Analyze new investment opportunities (internally generated ideas and bank proposals).
* Prepare internal investment reports.
* Support financial accounting, bookkeeping, and audit processes with the team.
* Coordinate with banks regarding transactions, KYC matters, and account openings.
Administrative Responsibilities
* General office administration.
* Organize the office and support operational efficiency.
* Coordinate concierge services and assist UBOs with personal matters.
* 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, monitoring execution.
* Perform other ad hoc tasks as requested by clients and management.
Qualifications
* Bachelor’s or Master’s degree in finance, capital markets, accounting or a related field.
* At least 3 years of experience in family offices, banks, investment funds, or audit firms.
* Fluency in English, German and Russian.
* Advanced Excel and IT skills.
Work Location
6331 Hünenberg (ZG)
Employment
* Workload: 100%
* Employment type: Permanent
* Start date: By agreement
Language Skills
* German – Very good oral and written knowledge.
* Russian – Very good oral and written knowledge.
* English – Good oral and written knowledge.
Contact
By email: fabien.marmy@escarmanagement.ch
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