What are the responsibilities and job description for the Investment Analyst, Family Office - Zurich position at AP Executive?
Job Description
Job Description
A prestigious single family office based in Zurich is looking to hire a strategic and experienced investment analyst. This is a unique opportunity to support the investment management processes by focusing on a variety of investment products and helping to ensure the seamless operations of a portfolio belonging to an UHNW individual.
As the investment analyst, you will be responsible for documenting investments, assisting with cash flow forecasting, preparing regular reports, and liaising with clients, advisors, and banks. While the decision-making will remain with the head of the family office and the principle your role will be essential in providing support and contributing to the daily operations of the portfolio. The ideal candidate will have a strong understanding of financial analysis, experience in private equity, and a proven ability to work effectively in a small, family-office environment. The role offers the opportunity to gain exposure to various investment products and contribute meaningfully to the office’s success.
To be eligible for this role, you will have a relevant Degree in Finance or Mathematics, experience in private equity and financial modelling, and proficiency in English written and spoken (with Russian as an advantage). A minimum CFA Level I designation or similar certifications is also desirable. We can only accept applications from candidates who are already living and working in Switzerland or hold a Swiss passport.
If you believe you possess the necessary skills and are eager to seize this exciting opportunity, please send your current CV to or call for more information.
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