Investment Analyst with Administrative Responsibilities (Switzerland)

☑ Основной блок:

Опыт работы: 3–6 лет.

Тип занятости: полная занятость.

График работы: полный день.

Зарплата: по результату собеседования.

Примерное место работы: Россия, Москва.

☑ Актуальность объявления:

Это объявление № 31928477 добавлено в базу данных: Четверг, 6 февраля 2025 года.

Дата его обновления на этом интернет-ресурсе: Вторник, 18 марта 2025 года.

☑ Репутация компании "Recruitment Boutique S.M.Art":

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☑ Подробности о вакантном месте:

Looking for an Investment Analyst with Administrative Responsibilities to a Family Office. Investments comprise all asset classes, both traditional (such as bonds, listed equities, FX and derivatives) and alternative (such as private investments).

Investments Responsibilities:

• Assistance in managing existing investment portfolio, which is highly diversified among asset classes, industries and geographies;
• Analysis of new investment opportunities (both internally generated ideas and suggestions from banks);
• Preparation of internal investment reports;
• Financial accounting, bookkeeping and audit (together with the team);
• Interaction with banks on transactions, KYC questions, account openings etc.. ??????????????

Administrative responsibilities:

• Office administration;
• Organizing the office and supporting the team in optimizing performance;
• Organizing concierge services and assisting the UBOs in their personal affairs is an integral part of the daily activities;
• Oral and written translations in English, German and Russian;
• Planning and preparation of meetings;
• Review of invoices according to offers and work done;
• Maintaining a maintenance calendar and list of open tasks and monitoring performance;
• Performing other ad hoc tasks as requested by clients and management.

Education and skills & experience:

Education: bachelor / master degree in the field of finance / capital markets. CFA charterholder / candidate would be considered an advantage.

Experience / skills: work experience in family offices / investment funds / investment banks of at least 3 years.

Languages: fluency in English, German and Russian is required.

IT skills: advanced IT skills, especially excel (knowledge of VBA is a plus).

Swiss residence permit or a European passport is required.

☑ О компании:

Логотип (эмблема, торговая марка, бренд) компании:

Сфера деятельности компании: Услуги для бизнеса; Финансовый сектор; .

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