Senior Investment Consultant / Investment Controller 100% (m/f/d)

About the job

We have been an independent, specialised financial service provider with proven expertise in working with institutional investors for more than 40 years, supporting them in all phases of the investment process. Our customised services in the areas of investment reporting, investment controlling, investment consulting and investment accounting are utilised by decision-makers both domestically and abroad. With this offering, we help our clients achieve greater efficiency in the investment process by creating structure and transparency, thus providing an optimal basis for decision-making.

To strengthen our Investment Consulting / Investment Controlling department in Zurich, we are looking for a competent, analytical and entrepreneurial-minded individual as

Senior Investment Consultant / Investment Controller 100% (m/f/d)

Your tasks are varied and challenging

• You independently manage institutional clients and develop long-term, trusting client relationships.
• You advise board members, investment committees and management on strategic investment matters.
• You support decision-makers in investment strategy, asset allocation and portfolio management.
• You prepare complex investment topics in an understandable way and create well-founded decision bases for the strategic orientation of portfolios.
• You monitor, analyse and interpret assets, performance and risk reports and identify relevant developments, deviations and areas for action.
• You produce meaningful investment analyses, reports and presentations as well as periodic reporting for the investor.
• You take responsibility for demanding investment consulting projects, for example: Asset-Liability Management studies (ALM), manager searches, analyses for strategic and tactical asset allocation, support for structural changes in asset management.
• You follow developments in the international financial markets and assess their impact on institutional investors.
• You regularly engage in professional exchange with international asset managers, investment companies and other market participants.
• You actively contribute your expertise to our team and help to further develop our investment consulting and investment controlling know-how.

Your profile convinces through
At least 5 years of relevant professional experience in investment consulting, investment controlling, asset management, portfolio management or strategy consulting with a finance/investment focus. In addition, you bring:

• A university degree in finance, economics or a related field; CFA, CIIA or CAIA advantageous
• Sound understanding of international financial markets, asset classes and investment instruments
• Ideally knowledge of Swiss pension funds and the regulatory environment (BVG/BVV 2)
• Strong ability to prepare complex matters analytically and formulate them concisely
• Confident manner and enjoyment in advising demanding institutional clients
• Very good German and English skills
• High personal responsibility, structured working style and pronounced entrepreneurial thinking
• Enjoyment of professional exchange, teamwork and the further development of solutions and client relationships

Your prospects

• A varied position with direct influence on client mandates and investment decisions
• Exciting and demanding projects in investment consulting and investment controlling
• An experienced, collegial team and short decision-making paths
• Considerable scope for design and the opportunity to contribute your own ideas and expertise
• Direct exchange with institutional investors, asset managers and international market participants
• Attractive employment conditions, flexible working time models and individual training opportunities

Would you like to take on responsibility and support institutional investors in important investment decisions? Then we look forward to receiving your complete application documents and to meeting you in person.

Complementa AG
Gaiserwaldstrasse 14
CH-9015 St. Gallen
Tel.: +41 71 313 84 84
www.complementa.ch