Senior Investment-Consultant / Investment-Controller 100%
Core
Senior consultant and controller supporting institutional investors with investment strategy, asset allocation, and portfolio management decisions.
Role type
Senior IC investment consultant / investment controller
Builds
Investment strategies, asset allocation plans, and portfolio performance reports for institutional clients
Domain
Finance / Investment Management
Deliverable
dashboards & analysis
Required skills
Investment consulting, investment controlling, asset management, portfolio management, strategic advisory, financial analysis, performance monitoring, risk reporting, ALM studies, market analysis
Preferred skills
CFA, CIIA, CAIA, knowledge of Swiss pension funds, regulatory environment (BVG/BVV 2)
Technologies
None stated
Responsibilities
Manage long-term relationships with institutional clients, advise boards and management on strategic investment questions, support decision-makers in asset allocation and portfolio management, prepare complex investment topics for decision-making, monitor and analyze asset performance and risk reports, create investment analyses and periodic reports, lead investment consulting projects, track international financial market developments, exchange expertise with asset managers and market participants
Seniority
Senior, hands-on IC