Senior Investment Controller

Our client is a foundation-owned investment group with more than 30 billion CHF in assets under management. Their investment strategies include private and long-term equity, real estate, infrastructure and liquid assets. Due to continued growth, we are exclusively mandated to search for an experienced and highly motivated Investment Controller to join their dynamic finance team at the headquarters in Pfäffikon SZ.

Main tasks and responsibilities:

Investment Controlling & Performance Monitoring

• Develop and implement controlling, forecasting (portfolio modeling), and management reporting tools to support investment strategy execution
• Monitor asset allocation vs. strategic targets, ensuring optimal portfolio positioning
• Calculate, track, analyse, and report on key financial performance ratios (absolute and relative performance, portfolio exposure, risk-adjusted returns, etc.)
• Develop standardized investment performance reports for senior management and the Board, integrating both historical and forward-looking insights
• Lead the development of business plans and long-term forecasts, covering:

• Asset allocation
• Capital deployment
• Investment portfolio performance
• Portfolio exposure and concentration

Financial Systems, Documentation & Process Optimization

• Establish and maintain comprehensive documentation (user manuals, technical specifications, system integration blueprints) for financial modeling, data warehousing, and performance calculation tools
• Act as a key user for financial and reporting software, ensuring proper implementation and continuous improvement

Cost Monitoring & ESG Reporting

• Develop cost monitoring and reporting frameworks, ensuring transparency and efficiency in financial management.
• Take ownership of ESG-related reporting obligations, integrating sustainability and regulatory requirements into financial and investment reporting.

Requirements:

• 10+ years of experience in financial and business controlling within an asset management firm or similar organization
• Strong expertise in alternative assets (Private Equity, Infrastructure, Real Estate, etc.)
• Proven ability to develop portfolio performance and exposure reporting, portfolio modeling, forecasting and benchmarking
• Strong analytical mindset, with the ability to interpret business drivers and translate them into meaningful reporting and insights
• Developed IT skills, advanced proficiency in Microsoft Office applications, in particular Excel
• Hands-on experience with reporting systems and data analytics within an investment-focused environment
• Ability to work cross-functionally, collaborating with investment teams, finance, and senior leadership
• Strong interpersonal and communication skills, capable of engaging with both technical and non-technical stakeholders
• Comfortable working in a flat, trust-driven organization, taking ownership and driving meaningful change.

What our client is offering:

• Modern working environment with possibility of mobile working flexibility
• Above-average compensation
• Cultural and value driven atmosphere
• International team of highly motivated professionals
• Potential for personal development

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