Senior Investment Controller
We are seeking an experienced and highly motivated Investment Controller to join our dynamic finance team.
Main tasks and responsibilities:
Investment Controlling & Performance Monitoring
- Develop and implement controlling, forecasting (portfolio modeling), and management reporting tools to support investment strategy execution
- Monitor asset allocation vs. strategic targets, ensuring optimal portfolio positioning
- Calculate, track, analyse, and report on key financial performance ratios (absolute and relative performance, portfolio exposure, risk-adjusted returns, etc.)
- Develop standardized investment performance reports for senior management and the Board, integrating both historical and forward-looking insights
- Lead the development of business plans and long-term forecasts, covering:
- Asset allocation
- Capital deployment
- Investment portfolio performance
- Portfolio exposure and concentration
Financial Systems, Documentation & Process Optimization
- Establish and maintain comprehensive documentation (user manuals, technical specifications, system integration blueprints) for financial modeling, data warehousing, and performance calculation tools
- Act as a key user for financial and reporting software, ensuring proper implementation and continuous improvement
Cost Monitoring & ESG Reporting
- Develop cost monitoring and reporting frameworks, ensuring transparency and efficiency in financial management.
- Take ownership of ESG-related reporting obligations, integrating sustainability and regulatory requirements into financial and investment reporting.