Middle Office Expert
vor 2 Wochen
Monterosa is an independent Swiss financial services group with a global footprint, administering in excess of USD 15bn in assets. The Group was founded in 1996 and provides investment solutions for emerging and developed markets. Our closely-knit team of over 70 professionals represents more than 15 nationalities at our offices in Balzers (Liechtenstein), Bermuda, Dubai, Hong Kong, Port Louis (Mauritius), Singapore and Zurich (headquarters).
To strengthen our team in Balzers (FL), we are looking for a highly motivated and qualified
In this function, you will support our Head Fund Advisory in a very broad, dynamic and globally oriented environment:
**Responsibilities**:
- Analysis of new products, markets and investment opportunities
- Supporting the execution of security transactions in various markets and asset classes
- Supporting the on-boarding of cross-border private equity/debt transactions (due diligence, valuation, risk management, stakeholder management etc.)
- Being a sparring partner in assessing the feasibility of new private equity and private debt transactions
- Transaction and administrative support for the business development team and assisting in managing existing client relationships
- Post-investment DD support for various Investment Managers within the Group;
- Managing key external and internal stakeholders globally
- Supporting the audits of various Monterosa Group Companies
- Stakeholder management and communication with corporate service providers, lawyers, directors, advisors, investee companies etc.
**Requirements / Experience**:
- Preferably Master’s degree (or similar) in business administration, finance/controlling and relevant work experience: any additional certification Series 7, CFA or CAIA would be advantageous
- Minimum 3-5 years of experience in Banking Middle Office, Fund Trading or Fund Accounting
- Excellent communication skills and desire to interact with global stakeholders
- Good understanding of financial markets, regulations and financial products
- Multi-disciplinary technical expertise in financial planning and tax matters potentially with previous exposure to private banking / wealth structuring / investment management
- Strong analytical and organizational skills, able to handle several responsibilities with shifting priorities and able to meet deadlines
- High degree of accuracy, persistency and attention to detail coupled with a structured and pragmatic work approach
- Strong service attitude, team player with excellent interpersonal and communication skills, willing to work in an interdisciplinary team
- Good presentation skills with a distinct ability to present technical matters in an efficient and comprehensible way
- Proficient in both spoken and written English and German
**In addition, you**
- are equally passionate about your work as you are about other interests outside your workplace
- are looking for a company which is committed to the personal well-being of its employees
- enjoy working in a family-run, independent company with a long-term view
**Our offering**
We believe in diversity, creativity, empowerment and equal opportunities. We work in small, highly qualified teams with short decision-making processes and a high level of flexibility. We empower our people and support them in their professional development.
-
Middle Office Generalist Wm
vor 3 Wochen
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist das WM einer Bank in...
-
Middle Office Generalist Wm
vor 1 Woche
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist das WM einer Bank in...
-
Mitarbeiter Operations Middle Office Private
vor 3 Wochen
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist das Operations einer...
-
Team Manager Middle Office Fund Operations
vor 1 Woche
Zurich, Schweiz coni+partner AG VollzeitOur client is the asset management of a bank in Zurich. We are searching for a senior professional middle office (m, w, d) with IT flair as a Team Manager Middle Office Fund Operations Aufgaben Project Manager and team leader in the Middle Office of Asset Management and responsible for designing and optimizing processes and tools / Review and fine-tune...
-
Team Manager Middle Office Fund Operations
Vor 7 Tagen
Zurich, Schweiz coni+partner AG VollzeitOur client is the asset management of a bank in Zurich. We are searching for a senior professional middle office (m, w, d) with IT flair as a Team Manager Middle Office Fund Management Aufgaben Project Manager and team leader in the Middle Office of Asset Management and responsible for designing and optimizing processes and tools / Review and fine-tune...
-
Mitarbeiter Middle Office Funds Operations Pm
vor 3 Wochen
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist das Asset Management...
-
Manager Middle Office, Processes
vor 4 Wochen
Zurich, Schweiz coni+partner AG VollzeitOur client is the Asset Management of a bank in Zurich. We are searching for a Manager Middle Office (m, w, d) with IT flair as a Manager Middle Office, Processes & Reports Funds Aufgaben Project Manager in the Middle Office of Asset Management and responsible for designing and optimizing processes and tools / Responsible for reports generated by the...
-
Middle Office Spezialist Settlement
vor 2 Monaten
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Bank in Zürich....
-
Middle Office Expert
vor 2 Monaten
Zurich, Schweiz Monterosa Services AG VollzeitMonterosa is an independent Swiss financial services group with a global footprint, administering in excess of USD 15bn in assets. The Group was founded in 1996 and provides investment solutions for emerging and developed markets. Our closely-knit team of over 70 professionals represents more than 15 nationalities at our offices in Balzers (Liechtenstein),...
-
Controller Middle Office Private Market Investments
vor 2 Wochen
Zurich, Schweiz coni+partner AG VollzeitOur client is the asset management of a bank in Zurich. We are looking for a finance specialist (m, f, d) as a Controller Middle Office Private Market Investments Tasks In a Middle Office role responsible for the controlling of the strategies of the Private Market portfolios / Controlling of different Private Market investments with focus on Private...
-
Middle Office Spezialist Settlement Derivate
vor 2 Monaten
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Bank in Zürich....
-
Manager Middle Office, Processes
Vor 7 Tagen
Zurich, Schweiz coni+partner AG VollzeitOur client is a bank in Zurich. We are searching for an analytical professional (m, w, d) with IT flair as a Manager Middle Office, Processes & Reports Funds Tasks Project Manager in the Middle Office of Asset Management and responsible for designing and optimizing processes and tools / Responsible for reports generated by the SimCorp system and the...
-
Finance & Risk Middle Office Operations (80-100%)
vor 4 Wochen
Zurich, Schweiz Bank Vontobel VollzeitBank Vontobel Zurich, SwitzerlandPosted 1 day ago Permanent Competitive - Finance & Risk Middle Office Operations (80-100%) - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services...
-
Executive Assistant
vor 1 Monat
Zurich, Schweiz Redstone Private Banking VollzeitRedstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...
-
Controller Middle Office for Custodian Banks
vor 2 Monaten
Zurich, Schweiz coni+partner AG VollzeitOur client is a bank in Zurich. We are looking for a Banking Specialist (m, f, d) with a focus on custodian banks and external asset managers as a Controller Middle Office for Custodian Banks Tasks Responsible for liaison with custodians worldwide / Responsible for perfect service to external asset managers / Control execution, follow-up and all back...
-
Controller Middle Office for Custodian Banks
vor 3 Wochen
Zurich, Schweiz coni+partner AG VollzeitOur client is a bank in Zurich. We are looking for a Banking Specialist (m, f, d) with a focus on custodian banks and external asset managers as a Controller Middle Office for Custodian Banks Aufgaben Responsible for liaison with custodians worldwide / Responsible for perfect service to external asset managers / Control execution, follow-up and all back...
-
Finance & Risk Middle Office Operations (80-100%)
vor 4 Wochen
Zurich, Schweiz Vontobel VollzeitIn our Finance & Risk Middle Office Operations team, you will be responsible for: Producing daily, weekly and monthly data marts / KPIs as basis for Management Reporting Cleaning data and aligning with master data sources / owners as required Performing general analysis / queries on data sets to validate data, to verify data marts / KPIs and to answer...
-
Treasury Global Process Owner
vor 4 Wochen
Zurich, Schweiz ABB Vollzeit**Treasury Global Process Owner & Middle Office Head**: **Take your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future. At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and...
-
Business Manager
vor 2 Wochen
Zurich, Schweiz Swiss RE Vollzeit**About the Role** We are looking to fill a Business Manager role, with Financial / Asset Management background, joining the Middle Office Business Units & Investment Process team. In this role, you will support Swiss Re's Asset-Liability Matching (ALM) process by managing the risk-budgeting infrastructure comprised of investment portfolios and benchmarks....
-
Project Manager Immobilien
vor 3 Wochen
Zurich, Schweiz Hirslanden Corporate Office VollzeitArbeitsort nach Vereinbarung: Klink St. Anna (LU) und/oder Corporate Office (ZH) | Home-Office Besetzung per: nach Vereinbarung Anstellungsart: Unbefristet Referenznummer: 37141 Hirslanden steht für eine qualitativ hochstehende, verantwortungsbewusste sowie integrierte Gesundheitsversorgung. Hirslanden konzentriert sich von der Geburt bis ins hohe...