Monterosa is an independent Swiss financial services group with a global footprint, administering in excess of USD 15bn in assets. The Group was founded in 1996 and provides investment solutions for emerging and developed markets. Our closely-knit team of over 70 professionals represents more than 15 nationalities at our offices in Balzers (Liechtenstein), Bermuda, Dubai, Hong Kong, Port Louis (Mauritius), Singapore and Zurich (headquarters).
To strengthen our team in Balzers (FL), we are looking for a highly motivated and qualified
In this function, you will support our Head Fund Advisory in a very broad, dynamic and globally oriented environment:
Responsibilities:
- Analysis of new products, markets and investment opportunities
- Supporting the execution of security transactions in various markets and asset classes
- Supporting the on-boarding of cross-border private equity/debt transactions (due diligence, valuation, risk management, stakeholder management etc.)
- Being a sparring partner in assessing the feasibility of new private equity and private debt transactions
- Transaction and administrative support for the business development team and assisting in managing existing client relationships
- Supporting company valuations by applying different methodologies
- Post-investment DD support for various Investment Managers within the Group;
- Managing key external and internal stakeholders globally
- Supporting the audits of various Monterosa Group Companies
- Stakeholder management and communication with corporate service providers, lawyers, directors, advisors, investee companies etc.
Requirements / Experience:
- Preferably Master’s degree (or similar) in business administration, finance/controlling and relevant work experience: any additional certification Series 7, CFA or CAIA would be advantageous
- Minimum 3-5 years of experience in Banking Middle Office, Fund Trading or Fund Accounting
- Excellent communication skills and desire to interact with global stakeholders
- Good understanding of financial markets, regulations and financial products
- Multi-disciplinary technical expertise in financial planning and tax matters potentially with previous exposure to private banking / wealth structuring / investment management
- Strong analytical and organizational skills, able to handle several responsibilities with shifting priorities and able to meet deadlines
- High degree of accuracy, persistency and attention to detail coupled with a structured and pragmatic work approach
- Strong service attitude, team player with excellent interpersonal and communication skills, willing to work in an interdisciplinary team
- Good presentation skills with a distinct ability to present technical matters in an efficient and comprehensible way
- Proficient in both spoken and written English and German
In addition, you
- are equally passionate about your work as you are about other interests outside your workplace
- are looking for a company which is committed to the personal well-being of its employees
- enjoy working in a family-run, independent company with a long-term view
Our offering
We believe in diversity, creativity, empowerment and equal opportunities. We work in small, highly qualified teams with short decision-making processes and a high level of flexibility. We empower our people and support them in their professional development.
Do you have a strong customer-centric mind-set and a passion for people? Then please submit a complete application, including a cover letter in English, CV, references and degree certificates to Ms Alina Nirandorn, Monterosa Services AG, Gutenbergstrasse 6, CH-8002 Zurich, jobs@monterosagroup.com.
For further information about the Group, please visit www.monterosagroup.com
