Investment Analyst, Family Office
vor 11 Stunden
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 analyst, you will be responsible for documenting investments, assisting with cash flow forecasting, preparing regular reports, and liaising with clients, advisors, and banks. While the decision-making will remain with the head of the family office and the principle your role will be essential in providing support and contributing to the daily operations of the portfolio. The ideal candidate will have a strong understanding of financial analysis, experience in private equity, and a proven ability to work effectively in a small, family-office environment. The role offers the opportunity to gain exposure to various investment products and contribute meaningfully to the office’s success.
To be eligible for this role, you will have a relevant Degree in Finance or Mathematics, experience in private equity and financial modelling, and proficiency in English written and spoken (with Russian as an advantage). A minimum CFA Level I designation or similar certifications is also desirable. We can only accept applications from candidates who are already living and working in Switzerland or hold a Swiss passport.
If you believe you possess the necessary skills and are eager to seize this exciting opportunity, please send your current CV to pavel.lebedev@ap-executive.com or call +41 78 737 64 58 for more information.
AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at https://www.apgroupglobal.com/privacy-notice/
-
Zürich, Schweiz PRO-Global Search GmbH VollzeitLocation: Switzerland (Remote)Position Type: Part-time or Project-basedA 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,...
-
Portfolio Manager
Vor 2 Tagen
Zürich, Schweiz LINVO AG - Life Investment Office VollzeitWe 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...
-
Investment Analyst
Vor 2 Tagen
Zürich, Schweiz Grindstone Management AG VollzeitFamily Office – Investment Analyst job descriptionJob descriptionEnsure proper documenting of investments and investment decisions in-house and with help of external advisors.Restructure and optimize historical investment documentation.Provide regular reporting to Management using metrics and data visualization tools effectively to report portfolio...
-
Associate - Family Office
Vor 2 Tagen
Zürich, Schweiz Pouly Tradition VollzeitClient: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...
-
Investment Analyst
Vor 3 Tagen
Zürich, Schweiz Recooty VollzeitIntroduction Enabling Qapital Ltd. (EQ) is a FINMA-regulated leading Impact Asset Manager dedicated to a world where investments provide a financial and social return. Following the objective to have a positive economic, social, and environmental impact. EQ currently manages USD 700M in Assets within Microfinance and Access to Energy / Clean Cooking. Our...
-
Relationship Manager Assistant
Vor 2 Tagen
Zürich, Schweiz FINDERS SA VollzeitClient: 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...
-
Senior Business Analyst Investment Management
Vor 6 Tagen
Zürich, Zürich, Schweiz Profidata AG VollzeitAls erfahrener Senior Business Analyst mit Expertise im Investment- und Wealth-Management, suchst du nach einer Herausforderung in einem dynamischen Umfeld? Über uns Profidata AG ist ein führender Anbieter von innovativen Softwarelösungen für das Investment- und Wealth-Management. Unsere Zielsetzung ist es, Kunden individuelle Lösungen anzubieten, um...
-
Outsourced Chief Investment Office
Vor 3 Tagen
Zürich, Schweiz J.P. Morgan VollzeitThe 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...
-
Outsourced Chief Investment Office
Vor 3 Tagen
Zürich, Schweiz JPMorgan Chase & Co. VollzeitThe 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...
-
Financial Analyst
Vor 2 Tagen
Zürich, Schweiz Albert Cliff VollzeitAbout Us:We are a boutique Real Estate Investment Management firm specializing in direct access to off-market real estate investments, asset management, and debt advisory services tailored to third-party investors and asset owners. With a targeted and diligent approach, we deliver value through strategic business plans that focus on mid-cap properties in...
-
Relationship Manager Assistant
Vor 2 Tagen
Zürich, Schweiz Pouly Tradition VollzeitClient: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...
-
Outsourced Chief Investment Office
vor 1 Woche
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...
-
Outsourced Chief Investment Office
Vor 4 Tagen
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...
-
Senior Business Analyst Investment Management
Vor 4 Tagen
Zürich, Schweiz Profidata AG VollzeitPROFIDATA bietet seit über drei Jahrzehnten innovative Software- und Saa S-Lösungen für das Investment und Wealth Management in den wichtigsten Finanzzentren an. Ergänzt wird dieses Angebot durch ein stark wachsendes, breites Dienstleistungsangebot in den Bereichen Beratung, Implementierung, Schulung und Support. Für unseren Hauptsitz in Zürich suchen...
-
Geschäftsführungsassistenz im Family Office
Vor 2 Tagen
Zürich, Schweiz MIAG Mutschler Immobilien AG VollzeitDie MIAG ist ein besitzergeführtes Single Family Office mit aktiven Investments in den Bereichen Immobilien, Beteiligungen und Venture Capital. Für diese verantwortungsvolle Position suchen wir eine ambitionierte und loyale Assistenz, die mit hoher Eigeninitiative und Engagement das gesamte Spektrum der Büroorganisation abdeckt. Sie arbeiten für und mit...
-
Geschäftsführungsassistenz im Family Office
Vor 2 Tagen
Zürich, Schweiz MIAG Mutschler Immobilien AG VollzeitDie MIAG ist ein besitzergeführtes Single Family Office mit aktiven Investments in den Bereichen Immobilien, Beteiligungen und Venture Capital. Für diese verantwortungsvolle Position suchen wir eine ambitionierte und loyale Assistenz, die mit hoher Eigeninitiative und Engagement das gesamte Spektrum der Büroorganisation abdeckt. Sie arbeiten für und mit...
-
Business Analyst- Investment Management
Vor 2 Tagen
Zürich, Schweiz Jobs via eFinancialCareers VollzeitAre you ready to take your career to the next level? Join a forward-thinking company at the forefront of innovation in investment and wealth management software solutions. My client is seeking a Senior Business Analyst to play a pivotal role in shaping the future of a cutting-edge investment management platform.What You'll Do:As a key member of the business...
-
Zürich, Schweiz Citi VollzeitCiti is looking for Placement Analysts to join the Investment Banking team in Zurich for January 2025. The Investment Banking group advises corporate clients who want to raise funds in capital markets and who need strategic support in financial transactions. Initiatives you may be working on with clients include mergers, acquisitions, divestitures, financial...
-
Senior Business Analyst Investment Management
Vor 3 Tagen
Zürich, Schweiz Profidata AG VollzeitPROFIDATA bietet seit über drei Jahrzehnten innovative Software- und SaaS-Lösungen für das Investment und Wealth Management in den wichtigsten Finanzzentren an. Ergänzt wird dieses Angebot durch ein stark wachsendes, breites Dienstleistungsangebot in den Bereichen Beratung, Implementierung, Schulung und Support.Für unseren Hauptsitz in Zürich suchen...
-
Senior Business Analyst Investment Management
Vor 3 Tagen
Zürich Stadt, Schweiz Profidata AG VollzeitPROFIDATA bietet seit über drei Jahrzehnten innovative Software- und SaaS-Lösungen für das Investment und Wealth Management in den wichtigsten Finanzzentren an. Ergänzt wird dieses Angebot durch ein stark wachsendes, breites Dienstleistungsangebot in den Bereichen Beratung, Implementierung, Schulung und Support. Für unseren Hauptsitz in Zürich suchen...
