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Junior financial analyst with administrative responsibilities (100%) in a family office

Hünenberg
Job-Room
Finance Analyst
Inserat online seit: 22 April
Beschreibung

Family office managing the investments of a single family. The investment portfolio covers all asset classes, including both traditional assets (such as bonds, listed equities, FX, and derivatives) and alternative investments (such as private markets). Investments Responsibilities: ▪ Assist in managing the existing investment portfolio, which is highly diversified across asset classes, industries, and geographies ▪ Analyze new investment opportunities (both internally generated ideas and proposals from banks) ▪ Prepare internal investment reports ▪ Support financial accounting, bookkeeping, and audit processes (in collaboration with the team) ▪ Liaise with banks regarding transactions, KYC matters, and account openings Administrative responsibilities are an integral part of the role: ▪ General office administration ▪ Organize the office and support the team in optimizing operational efficiency ▪ Coordinate concierge services and assist UBOs with personal matters as part of daily activities ▪ 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, and monitor execution ▪ Perform other ad hoc tasks as requested by clients and management Education and skills & experience: ▪ Education: Bachelor’s or Master’s degree in finance, capital markets or accounting, or similar ▪ Experience / skills: work experience in family offices / banks / investment funds / audit firms of at least 3 years ▪ Languages: fluency in English, German and Russian is required ▪ IT skills: advanced IT skills, especially excel

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