CV-Online Recruitment
Junior Investment Analyst with Administrative Responsibilities (100%) in a Family Office
CV-Online Recruitment
CV-Online Recruitment

Junior Investment Analyst with Administrative Responsibilities (100%) in a Family Office

CV-Online Recruitment

Junior Investment Analyst with Administrative Responsibilities (100%) in a Family Office 

A Swiss advisory firm / family office responsible for wealth management of a single family.
Investments comprise all asset classes, both traditional (such as bonds, listed equities, FX and derivatives) and alternative (such as private investments). 
Administrative responsibilities: 

  • Office administration
  • Organizing the office and supporting the team in optimizing performance
  • Organizing concierge services and assisting the UBOs in their personal affairs is an integral part of the daily activities
  • Oral and written translations in English, German and Russian
  • Planning and preparation of meetings
  • Review of contractor invoices according to offers and work done
  • Maintaining a maintenance calendar and list of open tasks and monitoring performance
  • Performing other ad hoc tasks as requested by clients and management
Investments Responsibilities: 
  • Assistance in managing existing investment portfolio, which is highly diversified among asset classes, industries and geographies
  • Analysis of new investment opportunities (both internally generated ideas and suggestions from banks)
  • Preparation of internal investment reports
  • Financial accounting, bookkeeping and audit (together with the team)
  • Interaction with banks on transactions, KYC questions, account openings etc.
Education and skills & experience: 
Education: bachelors / masters degree in the field of finance / capital markets
Experience / skills: work experience in family offices / investment funds / banks of 3 years
Languages: fluency in English, German and Russian is required
IT skills: advanced IT skills, especially excel (knowledge of VBA is a plus)
Remuneration depends on the skills and competences of a prospective candidate. Relocation to Switzerland (Canton Zug) is mandatory as job requires visits and meetings with partners and management. 3 months of apartment in Switzerland is usually covered by the firm. The candidate must be a holder of EU passport or Swiss residency permit (level B or higher).

Send us your application in ENGLISH!
Only second round candidates will be contacted.

Alma Career Latvia Ltd has a license No.73 (11.08.2008, open-ended) issued by the State Employment Agency for rendering of job placement services. If by applying for a job vacancy, the candidate wants his or her personal data to be stored on the internal confidential database of Alma Career Latvia Ltd with the aim that the personal data would be processed in other personnel selection projects carried out by Alma Career Latvia Ltd, the candidate must indicate his or her consent in the application for a vacancy. Without the candidates consent his or her personal data will not be distributed to the third parties. 

Mēneša bruto algaBruto mēnesī  € 5216

Atrašanās vieta


Darba veids

  • Pilna slodze


 MS Excel


  •  Vācu
  •  Angļu
  •  Krievu
Arita Stieciņa, CV-Online Recruitment Senior recruitment project manager
CV-Online Recruitment ir viena no vadošajām personāla atlases kompānijām Latvijā, kas ietilpst Alma Career grupā un sniedz personāla atlasi un novērtēšanu speciālistu un vadības amatiem, izmantojot mūsdienīgus un efektīvus risinājumus.

Uzņēmuma mājaslapahttps://www.recruitment.lv

Reģistrācijas numursLV-40003480317

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