Investment Controller
Vor 6 Tagen
About Our Client
Our client is a reputable private equity firm specializing in majority and minority holdings in mid-sized companies based in Germany, Switzerland, Austria, and Northern Italy. With patient capital, entrepreneurial expertise, and a partnership approach, they focus on enhancing the performance of portfolio companies and helping them generate sustainable value. They aim to continue their success story and expand their team.
Job Responsibilities
- Ensure deal structures are set up and maintained, capitalization and waterfall of deals are properly reported, and funding is ensured.
- Liaise with international teams, external tax and legal advisors, as well as administrators.
- Contribute to quarterly reporting, run and implement processes, and take on additional projects in the area of tax and compliance as needed.
Key Responsibilities
- Support during the execution phase of acquisitions by setting up the investment structure together with external tax and legal advisors, as well as administrators.
- Set up companies or supervise the set-up, including bank accounts, and ensure internal approval of the structure.
- Interact with external advisors, as well as teams based in other countries, throughout the deal process.
- Maintain reporting of asset classes and feed any changes into the internal system.
- Prepare fund flows and ensure capitalization of the structure ahead of the closing.
- Take responsibility for the preparation of financial statements and tax returns of the SPVs within the acquisition structure and ensure timely filings.
- Review funding documentation and ensure correct interpretation by external advisors and administrators.
- Oversee and organize regular payment runs.
- Keep project due diligence costs and report discrepancies.
- Determine and arrange funding of SPVs and support during cash upstreaming and exits.
- Maintain capitalization tables for each deal and support during quarterly reporting with regard to investment costs, ownership, and waterfall.
- Support KYC requests from a structural perspective.
- Support during the year-end fund audits.
- Support monthly, quarterly, annual, and ad-hoc reporting.
- Support the Senior Investment Controller with any tasks regarding compliance, reporting, or operational improvement as required.
Requirements
- Several years of experience in tax, audit, or financial consulting (ideally with a Big4 firm).
- Strong university degree with exposure to business and analytical subjects.
- Affinity for tax and accounting-related questions and willingness to learn in that field.
- Previous exposure to private equity deals would be helpful.
- Strong analytical skills.
- Strong communication skills.
- Hands-on with a self-starter mentality.
- Proficiency in MS Excel and willingness to become acquainted with new software tools.
- Attention to detail, organized, and takes initiative.
- Willingness to travel to other offices in Germany, Italy, and the UK on an occasional basis.
- Willingness to reach out from core responsibilities and assist where necessary.
- Fluent in English and German, Italian would be beneficial.
-
Controller PE Fund Investments Specialist
Vor 6 Tagen
Zürich, Zürich, Schweiz coni+partner AG VollzeitAbout the RoleWe are seeking a highly skilled Controller PE Fund Investments to join our team at coni+partner AG. As a key member of our Asset Management department, you will be responsible for controlling investment structures, analyzing financial statements, and ensuring the quality of our private equity fund operations.Key ResponsibilitiesControlling of...
-
Controller PE Fund Investments Specialist
Vor 6 Tagen
Zürich, Zürich, Schweiz coni+partner AG VollzeitAbout the RoleWe are seeking a highly skilled Controller PE Fund Investments to join our team at coni+partner AG. As a key member of our Asset Management department, you will be responsible for controlling investment structures, analyzing financial statements, and ensuring the quality of our private equity fund operations.Key ResponsibilitiesControlling of...
-
Investment Portfolio Manager
Vor 5 Tagen
Zürich, Zürich, Schweiz Michael Page VollzeitAbout the RoleWe are seeking a highly skilled Investment Controller to join our team at Michael Page. As an Investment Controller, you will play a critical role in managing and coordinating investment transactions and the overall investment structure.Key ResponsibilitiesInvestment Transaction Management: Manage and coordinate investment transactions,...
-
Investment Portfolio Manager
Vor 6 Tagen
Zürich, Zürich, Schweiz Michael Page - Switzerland VollzeitAbout Our ClientOur client is a family office that is focused on various asset classes, including private equity. They are a dynamic organization with ambitious plans to grow and expand their investment portfolio.Job DescriptionWe are seeking a highly skilled Investment Controller to join our team. The successful candidate will be responsible for managing...
-
Controller
Vor 6 Tagen
Zürich, Zürich, Schweiz Job Impuls VollzeitAbout the RoleWe are seeking a highly skilled and experienced Controller to join our team at Job Impuls. As a key member of our finance department, you will be responsible for leading the financial planning and analysis process, ensuring accurate and timely financial reporting, and providing strategic insights to drive business growth.Key...
-
Zürich, Zürich, Schweiz Vontobel Holding AG VollzeitAbout the RoleWe are seeking a highly skilled Controller to join our Finance & Controlling team in Zurich. As a key member of our team, you will be responsible for supporting our internal clients in making sound financial decisions.Key ResponsibilitiesSupport business partners in various critical processes, including month-end financial statements, product...
-
Controller for Various Business Areas
Vor 4 Tagen
Zürich, Zürich, Schweiz Rheinmetall VollzeitRheinmetall AG, a leading integrated technology group with over 25,000 employees worldwide, is a company that stands for a strong and internationally successful business with a wide range of innovative products and services.As a development partner and direct supplier to the global automotive industry, as well as a leading international system house for...
-
Head of Financial Reporting and Analysis
Vor 6 Tagen
Zürich, Zürich, Schweiz Vontobel Holding AG VollzeitAbout the RoleWe are seeking a highly skilled Controller to join our Finance & Controlling team in Zurich. As a key member of our team, you will be responsible for supporting our internal clients in making sound financial decisions.Key ResponsibilitiesSupport business partners in various critical processes, including month-end financial statements, product...
-
Senior Financial Analyst
Vor 6 Tagen
Zürich, Zürich, Schweiz Vontobel Holding AG VollzeitAbout the RoleWe are seeking a highly skilled Controller to join our Finance & Controlling team in Zurich. As a key member of our team, you will be responsible for supporting our internal clients in making sound financial decisions.Key ResponsibilitiesSupport business partners in various critical processes, including month-end financial statements, product...
-
Financial Controller
Vor 6 Tagen
Zürich, Zürich, Schweiz GenTwo VollzeitAbout GenTwoGenTwo is a Swiss-based global leading Fintech company that operates globally and expands the investment universe by making all assets investable.Job SummaryWe are seeking a highly organized and detail-oriented Senior Finance Manager to join our team. As a key member of our finance department, you will be responsible for managing and overseeing...
-
Financial Analyst
Vor 6 Tagen
Zürich, Zürich, Schweiz Job Impuls VollzeitAbout the RoleWe are seeking a highly skilled and experienced Controller to join our team at Job Impuls. As a key member of our finance department, you will be responsible for leading our cost accounting process, including parameterization, audits, and certifications.Key ResponsibilitiesCollaborate with medical coding to develop and implement effective cost...
-
Business Intelligence Specialist
Vor 6 Tagen
Zürich, Zürich, Schweiz Job Impuls VollzeitAbout the RoleWe are seeking a highly skilled and experienced Controller to join our team at Job Impuls. As a key member of our finance department, you will be responsible for leading the financial planning and analysis process, ensuring accurate and timely financial reporting, and providing strategic insights to drive business growth.Key...
-
(Junior) Investment Controller
vor 3 Wochen
Zürich, Schweiz Michael Page VollzeitManage and coordinate investment transactions and the overall investment structure, including the setup and liquidation of investment vehiclesPrepare, review, and analyze monthly bookkeeping records and annual financial statementsPrepare investment valuations, generate monthly reports, and conduct ad-hoc analysesCoordinate the annual audit process for our...
-
(Junior) Investment Controller
vor 3 Monaten
Zürich, Schweiz Michael Page VollzeitManage and coordinate investment transactions and the overall investment structure, including the setup and liquidation of investment vehiclesPrepare, review, and analyze monthly bookkeeping records and annual financial statementsPrepare investment valuations, generate monthly reports, and conduct ad-hoc analysesCoordinate the annual audit process for our...
-
(Junior) Investment Controller
vor 2 Wochen
Zürich, Schweiz Michael Page VollzeitManage and coordinate investment transactions and the overall investment structure, including the setup and liquidation of investment vehiclesPrepare, review, and analyze monthly bookkeeping records and annual financial statementsPrepare investment valuations, generate monthly reports, and conduct ad-hoc analysesCoordinate the annual audit process for our...
-
Zürich, Schweiz PER, Private Equity Recruitment VollzeitAbout our client Our client is an established mid-market private equity firm specialising in majority and minority holdings in mid-sized companies based in Germany, Switzerland, Austria, and Northern Italy. With patient capital, entrepreneurial expertise, and a partnership approach, they focus on enhancing the performance of portfolio companies and helping...
-
(Junior) Investment Controller
vor 4 Wochen
Zürich, Schweiz Michael Page - Switzerland VollzeitAbout Our Client Our client is a family office that is focused on many different asset classes, including Private Equity. They are located in the heart of Zurich and have ambitious plans to grow. Job Description Manage and coordinate investment transactions and the overall investment structure, including the setup and liquidation of investment vehicles...
-
(Junior) Investment Controller
vor 2 Wochen
Zürich, Schweiz Michael Page - Switzerland VollzeitAbout Our Client Our client is a family office that is focused on many different asset classes, including Private Equity. They are located in the heart of Zurich and have ambitious plans to grow. Job Description Manage and coordinate investment transactions and the overall investment structure, including the setup and liquidation of investment vehicles...
-
Fund Controller
vor 2 Monaten
Zürich, Schweiz Hays (Schweiz) AG VollzeitTrue financial experts are rare, in great demand and therefore have a high market value. Whether it's in Accounting, Controlling, Corporate Banking, Interim Management, Treasury or Risk Management - Hays will open doors for you and advise you completely free of charge regarding your next career move. By drawing on your interests and personal expertise, we...
-
Fund Controller
vor 2 Monaten
Zürich, Schweiz Hays (Schweiz) AG VollzeitTrue financial experts are rare, in great demand and therefore have a high market value. Whether it's in Accounting, Controlling, Corporate Banking, Interim Management, Treasury or Risk Management - Hays will open doors for you and advise you completely free of charge regarding your next career move. By drawing on your interests and personal expertise, we...
-
Treasury Controller
vor 11 Stunden
Zürich, ZH, Schweiz Federation International de Football Association (FIFA) VollzeitTreasury Controller **Department**:Finance **Employment Type**:Permanent - Full Time **Location**:Zurich Description **As the organiser of some of the biggest and most iconic sport events in the world, we lead the way in the sport and event industry.** **Join the team and support us on our mission.** THE POSITION **These are your key tasks**: - Daily...
-
Treasury Controller
Vor 7 Tagen
Zürich, ZH, Schweiz FIFA Vollzeit**Treasury Controller**: **As the organiser of some of the biggest and most iconic sport events in the world, we lead the way in the sport and event industry.** **Join the team and support us on our mission.** **THE POSITION**: **These are your key tasks**: - Daily liquidity and cash management activities - Checking of bank account balances - Preparation...
-
Zürich, Schweiz Goldman Sachs VollzeitDEPARTMENT OVERVIEW The Regional Controllers teams cover Legal Entity Controller and Regulatory Reporting for the local legal entities. The teams would also be expected to support other Finance & Risk processes, including Corporate Treasury and Tax. REGIONAL CONTROLLER We are seeking an experienced Vice President to be the Executive Committee member of...
-
Chief Financial Officer
Vor 4 Tagen
Zürich, Schweiz allswiss AG VollzeitChief Financial Officer (CFO) (m/f/d) 80-100% About us: The allswiss Group is a leading financial services company specialising in real asset investments and related financial products. We are committed to providing our clients with superior financial products and services and helping them achieve their financial goals.Job description: We seek an experienced...
-
Head of Corporate Center Controlling
vor 1 Woche
Zürich, Schweiz Vontobel Holding AG VollzeitDo you want to provide financial transparency in a dynamic environment? Do you want to find the story behind the numbers and facilitate efficient decision making in financial matters?Within our Finance & Controlling team, we are looking for a Controller in Zurich to support our internal clients make sound financial decisions. You will be part of an...
