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Empfohlene Stellenangebote

Investment Accountant
Rec2Tech Ltd, Zurich
3-Month ContractLocation: ZurichDay Rate: 800 CHFHybrid: 40% On-Site - 60% WFHOccupancy: 100%Language(s) Required: Fluent German and English (Mandatory) The Contract Investment Accountant is responsible for the accounting of investment transactions for a portfolio of securities, money market instruments, and derivatives. The ideal candidate will have a strong understanding of financial accounting principles and be able to apply them to complex investment transactions. Responsibilities: Accounting for investment transactions in accordance with IFRS 9 and Swiss GAAP and Liechtenstein GAAP including provision of auditable documentsCorrect position management and accounting (recording transactions, posting, balancing) of Asset classes securities, money/currency/derivative trading, and alternative investments, including voting on our custodians, counterparties, and systems at the group level as well as expense and interest postings.Familiar with SAP TRM / SAP BW or similar accounting and reporting systemsPreparing monthly financial statements for the portfolioProviding support to the investment team with reporting and analysisCommunicating with auditors and regulators Qualifications: Bachelor's degree in accounting or finance3+ years of experience in investment accounting for an insurance company or an investment bankStrong understanding of financial accounting principlesExcellent communication and interpersonal skillsProficiency in Microsoft Office SuiteLanguage(s) Requirements: Fluent in German and English  Über das Unternehmen:Rec2Tech Ltd
Investment Advisor
Barclays Bank (Suisse) SA, Zurich, Switzerland
Investment Advisor Overall Purpose of Role An Investment Advisor (IA) is the conduit into Barclays’ investment platform for clients and relationship managers. He will effectively act as the architect of the overall client investment relationship as well as being the investment manager of advisory investment portfolios. When accompanying relationship managers in client meetings, the IA will bring strong technical expertise to assess the needs, risk appetite and objectives of clients, and translate them into proposals from an asset allocation, portfolio of investment solutions, and single asset perspective. The IA will be responsible for the ongoing investment and risk management of clients’ investment portfolios, as well as their alignment to Barclays’ investment strategy based on the client risk profile and advisory mandate investment criteria. Driven by targets, the IA will have to proactively acquire new profitable investment led business and increase existing clients’ wallet share. The insights matured during the ongoing interaction with clients will be shared across product specialist teams in order to better tailor our offering around our clients’ needs. Key Accountabilities Investment advice: drawing on a broad experience base the IA will identify appropriate investment strategies tailored to client needs to acquire and develop new business and increase existing clients’ share of wallet. The investment advisor will play a key role in providing clients with a continued superior level of advice with respect to investment services, asset allocation, and specific investment ideas. Ideas generation: the IA will maintain a close working relationship with segment experts, investment platforms and product specialists to ensure that any client insights or market intelligence can be fed back for potential product development or services opportunities. Business development: support relationship managers in acquiring new business via prospecting activities and developing existing relationships. Risk management: while maintaining an appropriate level of professional qualifications to meet regulatory and group policy requirements, the IA will also ensure that the investment approach is consistent across clients with similar investment objectives and that all proposed trades are suitable to the end client. Mastery of investment management of leveraged portfolios is essential. Risk and Control Objective Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards. Person Specification Professional/technical experience The right candidate will have in-depth and broad knowledge of investment products, solid investment experience in financial markets, and a strong understanding of asset allocation and portfolio construction. You will also possess outstanding technical skills and solid experience with respect to managing leveraged investment portfolios, as well as the designing and /or selling of derivatives and structured products across asset classes. At least basic understanding of wealth and estate planning issues is required. Experience working with NRI client is a clear plus. Drawing on substantial experience in interacting with clients, you will demonstrate superior selling skills and boast a proven record for closing deals, while equally showcasing the ability to successfully match clients’ investment needs and objectives with the appropriate set of products and services. Academic and professional qualifications You will be at least of graduate calibre, ideally have at least 7 years of relevant experience, and have the local investment qualifications allowing you to provide investment advice. CFA / CAIA charterholders preferred. Language skills English: strong verbal, written communication and presentation skills are a critical requirement of the position. French, German desirable. Hindi a plus. Personal attributes Setting you apart will be the ability to engage a diverse group of clients, bankers and product providers to successfully drive business management. As a highly motivated self-starter who can work in a global environment, you will build excellent relationships within the IA team and the broader set of stakeholders. You are creative and commercially minded, able to work and deliver under pressure without compromising either accuracy or the ability to manage multiple investment portfolios/relationships. Purpose and Values Barclays has a single cross-business Purpose for Barclays and five core Values which underpin it. Our Purpose is helping people achieve their ambitions in the right way. Put simply, this is the answer to the question ‘What is Barclays for?’ and it should guide our every action as employees. Respect We respect and value those we work with, and the contribution that they make. Integrity We act fairly, ethically and openly in all we do. Service We put our clients and customers at the centre of what we do. Excellence We use our energy, skills and resources to deliver the best, sustainable results. Stewardship We are passionate about leaving things better than we found them.
Investment Specialist/Client Portfolio Manager
COM-0041 Robeco Switzerland Ltd, Switzerland, Zürich
Department Robeco has more than 25 years of history and experience in thematic investing. Today, we manage more than EUR 18 billion across 14 thematic investment strategies. Our thematic investing team includes more than 30 investment professionals – portfolio managers, analysts, client portfolio managers and investment specialists – located in Zurich, Rotterdam and Paris. They actively manage thematic equity funds and mandates for a global client base ranging from Asia, to the Middle East, to Europe to the Americas. As a Thematic Investment Specialist / CPM, you will support the sales efforts focusing on a sub-set of Robeco’s thematic strategies. To that end, you will work closely with the global Sales teams, the investment teams and other internal stakeholders. Position & Requirements Responsibilities Close interaction with the portfolio management teams to gain and maintain a detailed and updated knowledge of Robeco’s thematic strategies. Present the thematic strategies in front of clients, prospects and at events, as well as in internal groups as needed. Prepare client presentations and other client/marketing materials. Support investment teams in preparing their client meetings and handle any follow-ups. Answer client or Sales inquiries; review RFPs and DDQs. Handle regular month and quarter-end update tasks. Support internal projects and (new) business development initiatives. Requirements 5+ years relevant working experience, including client interaction; Academic or Bachelor’s degree in Finance, Business Administration or a related field; Good knowledge about asset management and fund products (equities); Independent and self-starter personality with the ability to multi-task and work calmly under pressure; Pro-active and a flexible team player; Ability to find your way and build your network in a global organization; Strong analytical skills, detail-oriented while remaining pragmatically minded; Client-centered and result-driven with great time management skills; Capable of working in a fast paced and dynamic environment; Ability to communicate effectively, constructively and professionally in English and at least one additional European language; additional language skills are a plus; Have a true global mindset; sensitive for cultural differences; All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure. Robeco Recruiting Team As a Dutch asset manager operating globally, Robeco has always combined the best of both worlds. We have global reach and ambitions, while retaining our head office in our hometown of Rotterdam. Employees at Robeco share that combination: we hire and nurture people who can think internationally and put the client first, while keeping their feet firmly on the ground. We have strong links with academia, which underpin the research in our robust quantitative and sustainability investing strategies. Our people have backgrounds in finance but also in economics and geography. Likewise, as pioneers in emerging markets investing, our diverse backgrounds also add local knowledge. We offer an informal and flexible office atmosphere that gives people the room to be themselves, to grow and to perform to the best of their ability.Über das Unternehmen:COM-0041 Robeco Switzerland Ltd
Investment Advisor - Russian Speaker WM_Advisory
UNION BANCAIRE PRIVEE, UBP SA, Geneva, Switzerland
Investment Advisor - Russian Speaker WM_AdvisoryKarriere und Ausbildung VacanciesOffene Stelle :Investment Advisor - Russian Speaker Zweigstelle :Geneva Eintrittsdatum :01.12.2023 Arbeitszeit :100% Domain :WM_Advisory Share email print Investment Advisor - Russian Speaker Description Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services, including a variety of investment management and advisory mandates, tailored to our clients's specific requirements, objectives and risk profiles. Among UBP professional partners, over 300 independent asset managers have chosen us as their custodian bank, valuing our personalised, flexible services and our transparent fee structure. Mission Act as the ambassador in WM of the entire IM platform and proactively propose the best-fitted solutions to our clients to ultimately ensure their level of satisfaction and the growth of our business. Challenges Book activation (Clients prospection – Clients Coverage) Systematic for Level 2 potential new accounts Prepare initial investment proposal & meet prospects with RMs Main responsibilities Platform delivery to WM – Ambassador Role Deliver UBP’s entire investment solutions platform to RMs and Clients (irrespective of Level 2 tagging) From explaining UBP’s investment strategy and the relevant Advisory solutions (incl. SPs, Funds etc.) To promoting DPM value proposition Animate discussions with RMs – through formal channels (for ex. weekly investment meetings) and informally Markets Heads dedicated initiatives (linked to book activation) Trades execution on Level 2 accounts: should be removed from Advisors duty Core competencies Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility Compliance with regulations and internal directives Deep knowledge and affinity with financial, economic and global capital markets Possess in-depth knowledge of investment products and ability to execute trades for equities, derivatives, fixed income, bonds, warrants and mutual funds Strong client focus, business development and relationship management skills Education Education: Master Degree Certification: Outstanding academic record with relevant masters/PhD and professional achievement Experience Years of experience: 7-10 : senior Experience in private banking: Mandatory Language English: Fluent Other: Fluent (Russian) Personal skills Swiss resident: Mandatory Entrepreneurship and social intelligenceExcellent communicatorStrong team playerZurück zur ListeOnline-Bewerbung Portal für Online-Bewerbungen – Richtlinien für den Umgang mit personenbezogenen Informationen potenzieller Kandidaten/innen Das System für Online-Bewerbungen (nachfolgend das «Online-Bewerbungsportal» oder «Portal») der Union Bancaire Privée, UBP SA, (nachfolgend «die UBP») wird von unserem Hauptsitz in Genf aus gemäss schweizerischem Recht, namentlich den Datenschutz betreffend, sowie auf der Grundlage nachfolgender Grundsätze betrieben. Es ermöglicht allen Personen (nachfolgend «die Kandidaten/innen»), Bewerbungen zu den im Online-Bewerbungsportal ausgeschriebenen offenen Stellen sowie Spontanbewerbungen einzureichen. Davon ausgenommen sind Personalvermittlungsunternehmen und Headhunters. Die UBP garantiert, dass sie über das Online-Bewerbungsportal übermittelte Personendaten wie Vor- und Nachnamen, Anschrift und andere im Zusammenhang mit der Identität oder dem beruflichen Werdegang der Kandidaten/innen stehende Informationen (nachfolgend die «Personendaten») vertraulich behandeln wird. Die Bank wird diese auf einem internen gesicherten Server speichern, zu dem nur die zur Bearbeitung der betreffenden Bewerbung ermächtigten Personen Zugriff haben. Mit der Übermittlung der Personendaten über das Online-Bewerbungsportal akzeptieren die Kandidaten/innen die Risiken der Datenübertragung via Internet, die keinen absoluten Datenschutz garantiert. Durch die Übermittlung ihrer Personendaten erlauben die Kandidaten/innen, dass diese von der UBP und/oder jeder Zweigstelle der UBP Gruppe (nachfolgend «die UBP Gruppe»), insbesondere von den jeweiligen Human-Resources-Abteilungen im Rahmen der Rekrutierung neuer Mitarbeiter zur Prüfung und Nachverfolgung der Bewerbungen verwendet werden. Liegt für eine offene Stelle der Arbeitsort ausserhalb der Schweiz oder könnte ein Kandidaten/innenprofil eine Zweigstelle der UBP Gruppe im Ausland interessieren, erklären sich die Kandidaten/innen im Voraus damit einverstanden, dass ihre Personendaten der betreffenden Zweigstelle zugestellt werden. Des Weiteren akzeptieren sie, dass das für besagte Zweigstelle im Ausland geltende Recht nicht unbedingt einen dem schweizerischen Recht entsprechenden Daten- oder Arbeitnehmerschutz gewährleistet. Die UBP verpflichtet sich, ohne Zustimmung der Kandidaten/innen keine vorgenannten Personendaten an Dritte ausserhalb der UBP Gruppe weiterzuleiten, zu veröffentlichen und/oder zu verkaufen, es sei denn, diese Informationsübermittlung erfolge auf Anfrage einer staatlichen, gerichtlichen oder anderen Aufsichtsbehörde und/oder sei von Gesetzes wegen verordnet. Teilen die Kandidaten/innen der UBP den Namen einer Referenzperson mit, müssen sie diese im Voraus davon in Kenntnis setzen und akzeptieren, dass die Vertreter der UBP mit ihr Kontakt aufnehmen. Falls Kandidaten/innen ihre Bewerbung sowohl über ein Personalvermittlungsunternehmen oder einen Headhunter als auch über das Online-Bewerbungsportal einreichen, wird die UBP einzig die zuerst eintreffende Bewerbung berücksichtigen. Die Kandidaten/innen werden daran erinnert, dass sie laut schweizerischem Recht Zugang zu den sie betreffenden Personendaten haben und dass Ihnen das Recht zusteht, falsch mitgeteilte Informationen zu berichtigen. In diesem Falle werden die Kandidaten/innen gebeten, die UBP über das Online-Bewerbungsportal mit der genauen Angabe des Zwecks ihrer Anfrage zu kontaktieren. Die Bewerbungsunterlagen der Kandidaten/innen werden während der zu ihrer Prüfung erforderlichen Zeit aufbewahrt, die Originale in der Folge an die Kandidaten/innen zurückgeschickt und allfällige Kopien zerstört. Eine Ausnahme bilden die mit dem Einverständnis der Kandidaten/innen aufbewahrten Unterlagen. Mit der Eingabe von Personendaten in das Online-Bewerbungsportal der UBP stimme ich einer Bearbeitung damit gemäss den oben erläuterten Grundsätzen zu, die ich zur Kenntnis genommen habe. stimme ich einer Aufbewahrung meiner Bewerbungsunterlagen durch die UBP zu, falls die Bank dies im Hinblick auf künftige Stellen für sinnvoll erachtet.
Investment Operations Specialist - Transaction Management
LGT Capital Partners AG, Pfaeffikon, Pfäffikon
Job Description Our Investment Operations team is growing and we’re looking for an Investment Operations Specialist, who is highly motivated, detail focused and with a strong team spirit. We work closely with our Legal, Tax and Investment teams, as well as external counterparties, ensuring an efficient and high quality processing of investments. You will work together with our Investment and Legal teams to ensure that transactions on behalf of LGT entities into externally and internally managed funds are executed in a timely and accurate manner, covering various transaction types across the Private Equity, Real Estate, Credit, and Infrastructure businesses; You will ensure that all necessary operational processes for each transaction are handled within the timeframes required and in line with internal procedures; You will ensure strong, professional communication and co-ordination with various internal and external stakeholders; You will prepare and complete transaction documents (subscription documents, transfer agreements, other legal transactional documents), in an increasingly time-pressured and complex environment; You will compile and provide KYC documents in relation to ongoing transactions and ad-hoc KYC requests; You will coordinate and resolve internal and external queries and execute various types of ad-hoc legal documentation; You will support the team in various ongoing projects, particularly in terms of process enhancements and system development. Requirements You have a KV degree (or equivalent); You have at least 5 years’ experience in a similar role in the financial industry, preferably within asset management, with a focus on transaction management and AML / KYC; You are fluent in English (written and spoken), German skills are beneficial; You have a high level of initiative and attention to detail, with a clear focus on client service; You are a fast and effective learner, with a keen interest in Private Equity and working in a continuously evolving environment; You work well as part of a team, supporting fellow team members, and also have a strong ability to work independently, taking ownership and responsibility for various tasks; You are efficient, accurate, organized, flexible and have a reliable working style, with a strong ability to work under pressure, adapt to change and to prioritize effectively; You have an open, clear and professional communication style, with an ability to effectively manage internal and external stakeholders. Benefits Home Office: after the successful probation period you will meet your colleagues three days in the office and have the option to work two days a week in the home office in Switzerland. Additionally, you get a Home Office allowance; We have flexible working hours and you can structure your working hours according to operational requirements; A diverse culture full of mutual respect, teamwork and appreciation awaits you at LGT Capital Partners – we‘re all working hard but with us you can really generate an impact; We empower and invest in you: your professional and personal development is key at our company: therefore, we offer you internal and external trainings aligned with our business needs. If you ‘re interested, you can also intensify your German or English skills; We‘re proud to be owned by the Princely family of Liechtenstein and our successful company is greatly inspired by their entrepreneurial attitude; Commitment to ESG: our thinking is characterized through the Princely Family by a long term perspective. Sustainability is key - we act accordingly in business and private life since 2002. Contact Information If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon. For further information please contact us. Alexandra Hohermuth Human Resources LGT Capital Partners AG, Pfaeffikon Contact: +41 58 261 86 62 LGT Capital Partners is a leading alternative investment specialist with over USD 95 billion in assets under management and more than 700 institutional clients in 44 countries. An international team of over 750 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in San Francisco, New York, Dublin, London, Paris, The Hague, Luxembourg, Frankfurt am Main, Vaduz, Dubai, Beijing, Hong Kong, Tokyo and Sydney.Über das Unternehmen:LGT Capital Partners AG, Pfaeffikon
Investment Center Legal Officer 100% - Settore Bancario
Randstad (Schweiz) AG, Tessin, Switzerland
Investment Center Legal Officer 100% - Settore Bancario Descrizione Per un importante Istituto bancario che vanta una forte presenza territoriale, siamo alla ricerca di un/una: Investment Center Legal Officer 100% Ricerchiamo un/a Collaboratore/trice che, all'interno del Servizio Investment Advisory e sotto la supervisione del Responsabile Sviluppo SICAV, funga da persona di riferimento per gli aspetti legali inerenti a Fondi di Investimento SICAV e supporti i Servizi del Centro Investimenti in ambito legale in collaborazione con il Servizio Legal & Compliance. Nello specifico, le principali mansioni e responsabilità riguardano: supportare i Servizi Investment Advisory ed Asset Management nella conoscenza e corretta applicazione di normative e guidelines internazionali e svizzere, adesempio in ambito ESG, rivolte principalmente all'attività di investment manager e distributore svizzero di fondi lussemburghesi collaborare con le controparti interne ed esterne in ambito fondi d'investimento negoziare e mantenere i contratti di ogni Servizio con le rispettive controparti implementare le modifiche al Prospetto della SICAV redigere e mantenere aggiornate le circolari interne collaborare con la Casa Madre ed evadere le periodiche due due dligence e revisioni in modo irreprensibile contribuire allo sviluppo e alla promozione della SICAV all'interno e all'esterno del Gruppo, partecipando alla definizione e all'implementazione dei progetti partecipare ai Gruppi di lavoro e svolgere alcune attività amministrative fornire supporto per la parte regolamentare esterna e interna delleattività d'investimento dei Servizi Investment Advisory e Asset Management, contribuendo attivamente alla distribuzione dei prodotti d'investimento della Banca Functie-eisen Formazione legale o para legale; eventualmente economica, ma con forte e comprovata conoscenza in ambito legale Almeno 3-5 anni d'esperienza nel campo dei fondi d'investimento LUX e/o CH Eccellenti e comprovate conoscenze del pacchetto Office, in particolare Excel e PowerPoint Lingua madre italiano con ottima conoscenza della lingua inglese e francese; la conoscenza di altre lingue costituisce un Plus Nazionalità svizzera o domiciliati Si offre contratto di lavoro full-time a tempo indeterminato, unitamente ad interessanti condizioni sociali/salariali e possibilità di crescita. Se in linea con i requisiti ed interessati a valutare questa opportunità, saremo lieti di ricevere la vostra candidatura! Andrea Pace
Investment Controller:in 80-100% in Wallisellen
Allianz Suisse Versicherungs-Gesellschaft AG, Wallisellen
Als Investment Controller:in engagierst du dich im Bereich des Investment Managements der Allianz Suisse. Dein Fokus liegt dabei auf der Erstellung von Monats-/ Quartals- und Jahresabschlüssen von Kapitalanlagen, Tätigkeiten im Middle-und Backoffice sowie der Kommunikation mit lokalen und globalen Ansprechpartnern. Dafür strebst du nach aussergewöhnlichen Leistungen, die geprägt sind von deinem unternehmerischen Denken und Handeln. Wir freuen uns auf deine Bewerbung.Investment Controller:in 80-100%Investment Controller:in 80-100%Finanzen / ControllingAllianz Suisse Versicherung / LebenFestangestellt / Vollzeit 38771Das kannst du bewirkenDu unterstützt das Team im Controlling und der Aufbereitung der Kapitalanlageergebnisse für interne und externe StellenDu führst die Bewertung der Kapitalanlagen durch und arbeitest bei den bilanziellen OR und IFRS Monatsabschlüssen für Kapitalanlagen mitDu fungierst als Schnittstelle zu verschiedenen Bereichen innerhalb der Allianz Suisse, zum Beispiel Investment Strategie, Aktuariat und RechnungswesenDu bist verantwortlich für die Verwaltung und Pflege von Datenbanken und Systemen, die zur Verfolgung und Überwachung von Investitionspositionen, Transaktionen und anderen relevanten Informationen verwendet werdenDu entwickelst Prozesse im Investment Controlling kontinuierlich weiter und automatisierst dieseDas bringst du mitAbgeschlossenes wirtschaftswissenschaftliches Studium (Bachelor/Master)Mindestens 3 Jahre Berufserfahrung in den Bereichen Investment Controlling, Accounting und Middle-/Back-Office, idealerweise einer Versicherungsgesellschaft oder einem ähnlichen BereichKenntnisse und Erfahrungen mit Rechnungslegungsstandards (IFRS / CH GAAP)Gute Kenntnisse in MS Excel und anderen Office-Anwendungen sowie in SAPPräzise und strukturierte Arbeitsweise mit einem Auge fürs DetailStilsicheres Deutsch sowie sehr gute EnglischkenntnisseDarum startest du mit uns«Let's care for tomorrow» heisst für uns auch, ein flexibles Arbeitsumfeld zu schaffen, das die Individualität unserer Mitarbeitenden berücksichtigt: Mit der Möglichkeit von Jobsharing, mit 8 Wochen Vater- und 16 Wochen Mutterschaftsurlaub, der Option, 10 zusätzliche Ferientage pro Jahr zu kaufen, remote im Ausland zu arbeiten, Weiterbildungen und weiteren Benefits. Lies hier mehr Allianz Careers Hast du Fragen zur Stelle?Isabelle MockTalent Sourcing & Recruiting Manager058 358 83 [email protected] eines der grössten Versicherungs- und Finanzunternehmen weltweit liegt uns die Zukunft unserer Mitarbeitenden am Herzen. Gemeinsam schaffen wir ein Umfeld, in dem sich jede und jeder dazu befähigt fühlt, Neues zu entdecken, persönlich wie beruflich zu wachsen und die Zukunft für unsere Kundinnen und Kunden zu gestalten. Unsere Vielfalt macht uns einzigartig und stark. Sie erlaubt uns, innovativ zu sein und Probleme aus verschiedenen Perspektiven zu betrachten. Deshalb setzen wir uns besonders für Chancengleichheit, Diversity und Inklusion ein. Wir freuen uns auf neue Kolleginnen und Kollegen, die unsere Werte leben und offen für neue Herausforderungen sind.Über die AllianzRichtipl. 1, 8304 Richtipl. 1, 8304 Wallisellen2T10.01.202480 - 100%MitarbeiterFestanstellung
Investment Controller:in 80-100% in Zürich
Allianz Suisse Versicherungs-Gesellschaft AG, Zufcrich
Als Investment Controller:in engagierst du dich im Bereich des Investment Managements der Allianz Suisse. Dein Fokus liegt dabei auf der Erstellung von Monats-/ Quartals- und Jahresabschlüssen von Kapitalanlagen, Tätigkeiten im Middle-und Backoffice sowie der Kommunikation mit lokalen und globalen Ansprechpartnern. Dafür strebst du nach aussergewöhnlichen Leistungen, die geprägt sind von deinem unternehmerischen Denken und Handeln. Wir freuen uns auf deine Bewerbung.Das kannst du bewirkenDu unterstützt das Team im Controlling und der Aufbereitung der Kapitalanlageergebnisse für interne und externe StellenDu führst die Bewertung der Kapitalanlagen durch und arbeitest bei den bilanziellen OR und IFRS Monatsabschlüssen für Kapitalanlagen mitDu fungierst als Schnittstelle zu verschiedenen Bereichen innerhalb der Allianz Suisse, zum Beispiel Investment Strategie, Aktuariat und RechnungswesenDu bist verantwortlich für die Verwaltung und Pflege von Datenbanken und Systemen, die zur Verfolgung und Überwachung von Investitionspositionen, Transaktionen und anderen relevanten Informationen verwendet werdenDu entwickelst Prozesse im Investment Controlling kontinuierlich weiter und automatisierst dieseDas bringst du mitAbgeschlossenes wirtschaftswissenschaftliches Studium (Bachelor/Master) Mindestens 3 Jahre Berufserfahrung in den Bereichen Investment Controlling, Accounting und Middle-/Back-Office, idealerweise einer Versicherungsgesellschaft oder einem ähnlichen Bereich Kenntnisse und Erfahrungen mit Rechnungslegungsstandards (IFRS / CH GAAP) Gute Kenntnisse in MS Excel und anderen Office-Anwendungen sowie in SAP Präzise und strukturierte Arbeitsweise mit einem Auge fürs Detail Stilsicheres Deutsch sowie sehr gute Englischkenntnisse Darum startest du mit uns«Let’s care for tomorrow» heisst für uns auch, ein flexibles Arbeitsumfeld zu schaffen, das die Individualität unserer Mitarbeitenden berücksichtigt: Mit 8 Wochen Vater- und 16 Wochen Mutterschaftsurlaub, der Option, 10 zusätzliche Ferientage pro Jahr zu kaufen, Weiterbildungen und weiteren Benefits. Lies hier mehr Allianz Careers.Hast du Fragen zur Stelle?Isabelle Mock, Talent Sourcing & Recruiting Manager, Telefon 058 358 83 60, steht dir gerne zur Verfügung. Wir freuen uns über deine Online-Bewerbung mit aussagekräftigen Bewerbungsunterlagen (Lebenslauf, Motivationsschreiben, Arbeitszeugnissen und Diplomen).38771 | Finanz & Rechnungswesen | Berufserfahren | Non-Executive | Allianz Schweiz | Vollzeit oder Teilzeit | DauerhaftÜber die AllianzAls eines der grössten Versicherungs- und Finanzunternehmen weltweit liegt uns die Zukunft unserer Mitarbeitenden am Herzen. Gemeinsam schaffen wir ein Umfeld, in dem sich jede und jeder dazu befähigt fühlt, Neues zu entdecken, persönlich wie beruflich zu wachsen und die Zukunft für unsere Kundinnen und Kunden zu gestalten. Unsere Vielfalt macht uns einzigartig und stark. Sie erlaubt uns, innovativ zu sein und Probleme aus verschiedenen Perspektiven zu betrachten. Deshalb setzen wir uns besonders für Chancengleichheit, Diversity und Inklusion ein. Wir freuen uns auf neue Kolleginnen und Kollegen, die unsere Werte leben und offen für neue Herausforderungen sind.Veröffentlicht:10 Januar 2024Pensum:80 – 100%Vertrag:FestanstellungArbeitsort:ZürichInvestment Controller:in 80-100%BerufserfahrenWallisellen (Zürich), Zürich, CHFinanz & RechnungswesenAllianz SchweizAllianz Suisse Versicherungs-GesellschafVollzeit oder TeilzeitHybrides ArbeitenDauerhaft38771Non-Executive
Investment Controller/in 80-100% in Zürich
Factum AG Vermögensverwaltung, Zufcrich
Du schätzt ein familiäres und professionelles Arbeitsklima? Dann bist du bei uns genau richtig. Wir sind ein liechtensteinisches Finanzdienstleistungsunternehmen, welches sich auf die Dienstleistung Investment Controlling und Investment Reporting spezialisiert hat. Als unabhängiger Interessenvertreter unserer Kunden stehen wir anspruchsvollen privaten und institutionellen Anlegern mit einer objektiven Zweitmeinung zur Seite.Wir suchen für unseren Hauptsitz in Vaduz eine/nInvestment Controller/in 80-100%Dein Aufgabengebiet• Erstellen von Investment-Controlling-Berichten und Kundenpräsentationen• Compliance-Aktivitäten• Aufbereitung von Entscheidungsgrundlagen• Portfolio- und Strategieanalysen • Unterstützung bei internen ProjektenDein Profil• Erfolgreich abgeschlossene kaufmännische Banklehre• Mindestens 5 Jahre Berufserfahrung im Bereich Finanzsektor• Hohes Mass an Teamfähigkeit und Belastbarkeit sowie ein hoher Anspruch an die eigene Arbeit• Fachkundige Englischkenntnisse• Versiert in der Anwendung von MS-Office und PM-/Reporting-SoftwareDeine Vorteile• Moderner Arbeitsplatz in familiärem Umfeld• Flexible Arbeitszeiten• Entwicklungsmöglichkeiten• Attraktive SozialleistungenDeine AnsprechpartnerinAuf deine Bewerbung freut sich unsere Personalverantwortliche:Carina Hagmann, Tel. +423 235 50 95, personal(at)solfin.liLMM Investment Controlling AGZollstrasse 32, Postfach 174, 9490 Vaduzwww.lmm-ic.com www.home-of-finance.liBist du bereit für den nächsten Schritt?
Investment Controller - Private Markets Financial Operations
LGT Capital Partners AG, Pfäffikon SZ, Switzerland
Investment Controller - Private Markets Financial Operations Job Description The Private Markets financial operations team is looking for a dynamic, detailed-oriented and self-motivated investment controller. This role with focus on investment controlling includes the following activities: Coordination with global teams on investment controlling related activities; Relationship management across broad range of internal teams and stakeholders; Monitoring and analysis of the investment related activities for various private equity programs; Reconciliation of the monthly valuations as prepared by the administrator; Supervise and maintain work performed by third party external service providers; Preparation of periodic reports for private equity programs; Forecasting, effective cash management and performance measurement of private equity funds; Completion of both ad-hoc and recurring investor requests as required; Active involvement in various projects and initiatives implementation. Requirements Accounting or finance degree or qualification; 5+ years in private equity accounting/controlling/reporting; experience in an open end funds in an operational role preferred; Developed IT skills, advanced proficiency in Microsoft Office applications, in particular Excel; Infrastructure experience as a plus; Fluency in English; German is a plus; Challenging mindset with a desire to understand the impact of various investment transactions on the private equity programs; Excellent communication skills (both written and spoken) and interpersonal skills; Detail oriented, organized and self-motivated with ability to meet demanding deadlines. Benefits Home Office: after the successful probation period you will meet your colleagues three days in the office and have the option to work two days a week in the home office in Switzerland. Additionally you get a Home Office allowance for unlimited engagements; We have flexible working hours and you can structure your working hours according to operational requirements; A diverse culture full of mutual respect, teamwork and appreciation awaits you at LGT Capital Partners - we're all working hard but with us you can really generate an impact; We empower and invest in you: your professional and personal development is key at our company: therefore we offer you internal and external trainings aligned with our business needs. If you're interested, you can also intensify your German or English skills; We're proud to be owned by the Princely family of Liechtenstein and our successful company is greatly inspired by their entrepreneurial attitude; Commitment to ESG: our thinking is characterized through the Princely Family by a long term perspective. Sustainability is key - we act accordingly in business and private life since 2002. Contact Information If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.For further information please contact us.Alexandra HohermuthHuman ResourcesLGT Capital Partners AG, PfaeffikonContact:+41 58 261 86 62