Senior Strategic Investment Advisor, Family Office

Vor 6 Tagen


Zürich, Schweiz PRO-Global Search GmbH Vollzeit

Location: Switzerland (Remote)

Position Type: Part-time or Project-based

A Single Family Office is seeking an experienced Independent Advisor to provide strategic guidance and oversight for its diverse investment portfolio, which includes fintech, real estate, and gas processing industries. The ideal candidate will have a strong background in private equity, international transactions, and board-level management.

As an Independent Advisor, you will leverage your extensive experience to guide the family office on investment opportunities and portfolio strategies, evaluate international projects, offer market insights, and ensure sustainable growth. We seek a seasoned professional with over 20 years of experience in managing teams, portfolio companies, and international deals.

Key Responsibilities:
  1. Provide strategic insights and recommendations for investment strategies and portfolio management.
  2. Assess potential investments, conduct due diligence, and provide risk analysis and valuations.
  3. Serve on the boards of portfolio companies to provide governance, strategic direction, and oversight.
  4. Oversee the performance of portfolio companies, ensuring alignment with strategic goals.
  5. Manage and advise on cross-border deals and partnerships, ensuring compliance with international regulations.
  6. Stay informed on global market trends and developments to provide strategic advice based on market conditions.
  7. Liaise with key stakeholders, including investors, management teams, and external advisors, to ensure effective communication and alignment.
  8. Lead and manage specific projects or initiatives as required by the family office.
Requirements:
  1. Over 20 years of experience in private equity, with significant experience in managing teams and portfolio companies.
  2. Proven track record of serving on boards of directors and providing governance and strategic oversight.
  3. Extensive experience with international deals and managing global portfolio companies.
  4. Strong strategic and analytical skills, with the ability to provide high-level insights and recommendations.
  5. Exceptional leadership and management skills, with a demonstrated ability to drive growth and performance in portfolio companies.
  6. Advanced degree in finance, business, or a related field preferred.
  7. Willingness to travel to Switzerland and other locations as required.
  8. Fluent in English and Russian.
Benefits:
  1. Competitive compensation package commensurate with experience.
  2. Opportunity to work with a prestigious family office with a diverse investment portfolio.
  3. Flexible working arrangements, including part-time and project-based opportunities.
  4. Dynamic and collaborative work environment.
#J-18808-Ljbffr
  • Portfolio Manager

    Vor 6 Tagen


    Zürich, Schweiz LINVO AG - Life Investment Office Vollzeit

    We are seeking an experienced Senior Investment Advisor & Analyst with a proactive, goal-oriented personality and a readiness to take on responsibility. As part of our professional team, you’ll play a key role in delivering customized investment solutions that support clients in achieving their long-term financial objectives. This role also includes the...


  • Zürich, Schweiz AP Executive Vollzeit

    A prestigious single family office based in Zurich is looking to hire a strategic and experienced investment analyst. This is a unique opportunity to support the investment management processes by focusing on a variety of investment products and helping to ensure the seamless operations of a portfolio belonging to an UHNW individual.As the investment...


  • Zürich, Schweiz AP Group Ltd Vollzeit

    A prestigious single family office based in Zurich is looking to hire a strategic and experienced investment analyst. This is a unique opportunity to support the investment management processes by focusing on a variety of investment products and helping to ensure the seamless operations of a portfolio belonging to an UHNW individual.As the investment...


  • Zürich, Schweiz AP Group Ltd Vollzeit

    A prestigious single family office based in Zurich is looking to hire a strategic and experienced investment analyst. This is a unique opportunity to support the investment management processes by focusing on a variety of investment products and helping to ensure the seamless operations of a portfolio belonging to an UHNW individual.As the investment...

  • Senior Sales

    Vor 4 Tagen


    Zürich, Schweiz LHH Vollzeit

    For our client, an actively growing Real Estate company, offering turnkey services in the broad area of real estate investment, we are looking for an Senior Sales Specialist. This role focuses on developing a strong network of professional investors, including family offices, independent wealth managers, banks, and high-net-worth individuals (HNWI), focusing...

  • Senior Sales

    Vor 4 Tagen


    Zürich, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Client:LHHLocation:-Job Reference:5853c3c9a51cJob Views:7Posted:21.01.2025Expiry Date:07.03.2025Job Description:For our client, an actively growing Real Estate company, offering turnkey services in the broad area of real estate investment, we are looking for a Senior Sales Specialist. This role focuses on developing...


  • Zürich, Schweiz TN Switzerland Vollzeit

    Senior Compliance Advisor - Investments (m/w/d), ZürichZürich, SwitzerlandUnser ROCKEN Partner entwickelt und vertreibt Software-Lösungen für das Investment und Wealth Management. Das Unternehmen unterhält Niederlassungen und Repräsentanzen in den wichtigsten Finanzzentren in Europa und Asien.Deine VerantwortungIn deiner zentralen Rolle als Senior im...


  • Zürich, Schweiz Pouly Tradition Vollzeit

    Client:One that Finders work with often and has credibility with - thus able also to explain more to potentially suitable applications about the warm, friendly, busy and dynamic work culture. Our Client is a leading, independent multi-family office with a very well-established global presence and offices across Switzerland. They offer a range of services for...


  • Zürich, Schweiz FINDERS SA Vollzeit

    Client: One that Finders work with often and has credibility with - thus able also to explain more to potentially, suitable applications about the warm, friendly, busy and dynamic work culture. Our Client is a leading, independent multi-family office with a very well-established global presence and offices across Switzerland. They offer a range of services...


  • Zürich, Schweiz JPMorganChase Vollzeit

    **JOB DESCRIPTION** The Outsourced Chief Investment Office (OCIO) team is a specialist group of portfolio managers providing highly customised investment advice and solutions for Family Offices, Endowments and Foundations. The OCIO team has been serving clients for nearly 15 years with over $90 billion in assets under supervision. They bring deep expertise...


  • 8027 Zürich, ZH, Schweiz JPMorganChase Vollzeit

    **JOB DESCRIPTION** The Outsourced Chief Investment Office (OCIO) team is a specialist group of portfolio managers providing highly customised investment advice and solutions for Family Offices, Endowments and Foundations. The OCIO team has been serving clients for nearly 15 years with over $90 billion in assets under supervision. They bring deep expertise...


  • Zürich, Schweiz E Fundresearch Vollzeit

    At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.Are you passionate about investments and do you want to deliver...


  • Zürich, Schweiz Pouly Tradition Vollzeit

    Client:One that Finders work with often and has credibility with - thus able also to explain more to potentially suitable applications about the warm, friendly, busy and dynamic work culture. Our Client is a leading, independent multi-family office with a very well-established global presence and offices across Switzerland. They offer a range of services for...


  • Zürich, Schweiz eFinancialCareers Vollzeit

    The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...

  • Office Manager

    vor 21 Stunden


    Zürich, Schweiz Marcuard Family Office Vollzeit

    Werde Teil unseres dynamischen Multi-Family Office Teams!In unserem Office Management-Team suchen wir nach herausragenden Talenten wie dir, die eine ausgeprägte Dienstleistungsorientierung und eine natürliche Freude am Umgang mit Menschen mitbringen. In unserer dynamischen Branche sind Flexibilität und die Bereitschaft, in unterschiedlichen...


  • Zürich, Schweiz J.P. Morgan Vollzeit

    The Outsourced Chief Investment Office (OCIO) team is a specialist group of portfolio managers providing highly customised investment advice and solutions for Family Offices, Endowments and Foundations. The OCIO team has been serving clients for nearly 15 years with over $90 billion in assets under supervision. They bring deep expertise to institutional...


  • Zürich, Schweiz JPMorgan Chase & Co. Vollzeit

    The Outsourced Chief Investment Office (OCIO) team is a specialist group of portfolio managers providing highly customised investment advice and solutions for Family Offices, Endowments and Foundations. The OCIO team has been serving clients for nearly 15 years with over $90 billion in assets under supervision.  They bring deep expertise to institutional...


  • Zürich, Schweiz Robert Walters Vollzeit

    Salary: confidentialExciting opportunity for a Chief Operating Officer in a multi-family office!About the Firm:Our client is an esteemed multi-family office with an established record. We are seeking a Chief Operating Officer with an alternatives background.About the job:Oversee daily operations to ensure efficiency and effectiveness across all...


  • Zürich, Zürich, Schweiz Stonehage Fleming SA Vollzeit

    Stonehage Fleming SA is seeking a highly organized and detail-oriented Family Office Coordinator to support our team in delivering exceptional service to our clients. This role will involve providing administrative assistance, coordinating client communications, and contributing to the development of comprehensive reporting packs.Main...

  • Office Manager

    Vor 3 Tagen


    Zürich, Schweiz Marcuard Family Office Vollzeit

    Deine Mission:Wir suchen auf den 1. März oder nach Vereinbarung eine aufgestellte und motivierte Person als Office Manager mit Freude am Umgang mit Menschen. Zu deiner Funktion gehören unter anderem:verschiedene Aufgaben rund um das Thema Office Managementdie administrative Unterstützung unseres Family Office Services Team sowie anderer Abteilungeneine...