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

About

Family office managing the investments of a single family. The investment portfolio covers all asset classes, including both traditional assets (such as bonds, listed equities, FX, and derivatives) and alternative investments (such as private markets).

Responsibilities

Investments

• Assist in managing the existing investment portfolio, which is highly diversified across asset classes, industries, and geographies
• Analyze new investment opportunities (both internally generated ideas and proposals from banks)
• Prepare internal investment reports
• Support financial accounting, bookkeeping, and audit processes (in collaboration with the team)
• Liaise with banks regarding transactions, KYC matters, and account openings

Administrative Responsibilities

• General office administration
• Organize the office and support the team in optimizing operational efficiency
• Coordinate concierge services and assist UBOs with personal matters as part of daily activities
• Provide oral and written translations in English, German, and Russian
• Plan and prepare meetings
• Review invoices against offers and completed work
• Maintain a maintenance calendar and a list of open tasks, and monitor execution
• Perform other ad hoc tasks as requested by clients and management

Education and Skills & Experience

• Education: Bachelor’s or Master’s degree in finance, capital markets or accounting, or similar
• Experience / skills: work experience in family offices / banks / investment funds / audit firms of at least 3 years
• Languages: fluency in English, German and Russian is required
• IT skills: advanced IT skills, especially excel