Senior Investment Controller
- Finance and Accounting
Function:
- Controlling / Controller
- Permanent
- Pfäffikon Schwyz
- 15.04.2025
- Senior_Investment_Controller
- Pascal Hahn
- +41 44 533 06 15
- pascal.hahn@nordwandgroup.com
Pascal Hahn
Senior Manager – Finance & Accounting Recruitment
Pascal is responsible for the further development of our Finance & Accounting practice.
He began his career with a renowned Private Bank in Zurich before moving to an international Fund Management company where he spent 12 years building and developing the Swiss market.
Pascal has been in the specialised Recruitment industry since 2007 and focusses on filling vacancies for specialists and managers in the Finance & Accounting discipline.
In his spare time he is an avid record collector with an affinity for jazz.
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
North Face routes are among the most difficult, challenging, and yet coveted routes to the summit. Thus, the first ascents of some of the most famous mountains in the Alps through the North Face inspired adventurous stories and myths about courage, bravery and glory. Both launching an ambitious and challenging career and successfully implementing the company's recruitment strategy can be well compared to climbing a high mountain. The path is demanding and not always easy and requires willpower and assertiveness.
Nordwand Group AG can support you in this process thanks to its more than 50 years of experience in job placement. We provide you with information about the general weather situation, the necessary technical equipment, a well-trained team, a detailed map and all the necessary support to master even the most difficult challenges.
