Business Management Assistant

Investment-Office; Zug; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Flexible Working Guidelines

Travel up to 10 days per year abroad

25 vacation days and 4 volunteering/d“

Zusammenfassung

Constanter Investment Office, based in Switzerland, seeks a diligent Business Management Assistant to support the IO Legal Team, the Investment Office MT, and the CIO. You will provide paralegal and administrative support, helping governance, regulatory filings, and document execution.

The role involves coordinating governance meetings, preparing board packs, managing KYC/AML tasks, expense processing, travel arrangements, and producing investment reports.

Qualifikationen

• Bachelor’s degree preferred, or extensive experience in a similar role.
• Experience in Investment Industry or financial institutions is advantageous.
• Proficiency with Excel and PowerPoint; ability to prepare slide decks for Boards and Committees.

Aufgaben

• Coordinate governance and investment-related meetings, including agendas, board packs, attendance and minutes.
• Support regulatory filings and governance obligations; maintain governance calendars.
• Coordinate document execution and archiving with IOLegal Counsel and IO professionals.
• Manage KYC/AML requirements, board-related tasks, and bank account openings.
• Prepare investment reports and internal communications using PowerPoint/Tableau.
• Arrange travel and process MT expenses accurately and on time.
• Manage calendars and optimize managers' time across meetings and deadlines.

Kenntnisse

Communication

Organizational skills

Strategic thinking

Discretion

Influencing skills

Quality focus

Ausbildung

Bachelor's degree

Tools

Excel

PowerPoint

Visio

Notion

Tableau

Jobbeschreibung

Constanter is one of Europe’s largest independent philanthropic organizations, established to promote respect for human dignity, sustainability and social justice. Founded and fully supported by the Brenninkmeijer family-business owners, it serves as an umbrella organization for the Porticus and Laudes foundations, among others.

The Constanter Investment Office manages the foundation’s endowment, with the goal of supporting philanthropic giving in perpetuity. We invest across public, private and real assets using a Total Portfolio approach that seeks to produce superior risk‑adjusted returns. We invest with a long term orientation building on strong partnerships.

We believe that positive returns and sustainability go hand in hand. We look for companies and funds to take their environmental, social and governance responsibilities seriously.

We are a collaborative and high performing team and offer a place where you can thrive and excel. You will work in a fun and highly dynamic environment, and have the opportunity to collaborate with, and learn from expert colleagues.

We are proud to contribute to the family owners' mission of being a Force for Good, helping to build a world that is just and respects the dignity of every human being.By joining our team you will become part of this remarkable journey.

Job Description

TheBusiness ManagementAssistantwill supportIOLegal Team,members of the MT of the InvestmentOfficeand the CIO.The role provides paralegal and legal-administrative support to the Investment Officeunder the direction of the Head ofInvestment Support.The rolealsosupports the CIO and members of the MT with general administrative support.

Administrative processes and controls:

• Coordinate governance and investment-related meetings, including preparing agendas,compilingand distributing board packs and papers, attending whererequired, recording minutes/actions and ensuringtimelyfollow-up.
• Supportregular regulatoryfilingsand ongoinggovernanceobligations,includingmaintaininggovernance calendars and providing administrative support to board members.
• Coordinate documentexecutionand archivingin close collaboration withIOLegal Counsel, ensuring transaction documents are properly completed and filed.
• Coordinateinvestment approval and execution processeswith board members and IO professionals,includingmanagingoutgoing KYC/AML requirements, KYCpacksand bank account openingsupport.
• Manage the KYC inbox by reviewing,prioritisingand responding to incoming communications, proactivelymonitoringdeadlinesand escalating follow-up items as needed.

Business Management Responsibilities:

• Supportthe Operations and Risk teamsbycompilinginformation andreports for the quarterly Investment Committee and other relevant committees.
• Monitor keyOperations and Riskprocesses,projectsand transaction implementationworkstreams, includingKYCandODD, providingstatusupdates, completingkeydocumentationand escalating issues whereappropriate.
• UsePowerPoint,Tableauand other toolstohelp preparepresentation materials, investmentreportsand internal communications.
• Arrange businesstravel, includingtickets and accommodation through the company tool,in line withtravel and expensepolicies.
• ProcessMT members’expensesaccurately andontime.
• Manage andprioritisecalendars,coordinate internal and externalmeetings,optimisemanagers’timeand monitor planning deadlines.

KEY COMPETENCIES

• Communication:Exceptional written and verbal communication skills in English.Proficiencyin preparing reports,presentationsand correspondence.
• Organizational Skills:Outstanding organizational and time management skills with the capability to prioritize and manage multiple tasks seamlessly and the ability to work autonomously
• Strategic Thinking:Ability toanticipateexecutive needs and act proactively. Skilled in planning and execution.
• Discretion and Confidentiality:Mustmaintainthe highest level of confidentiality and discretion at all times.
• Strong influencing skills;ability to build effective relationships based on trust, integrity, consistency, and pragmatism
• Quality focus:Ability to meet deadlines, handle conflictingprioritiesand work under pressure. Meticulous attention to detail

Qualifications

KEY QUALIFICATIONS & SKILLS

• Must have visa/full working rights and be based inSwitzerland
• Education and experience:Bachelor’s degree preferred, or extensive experience in a role requiring similar skills and tasks.
• Investment Industry:Experience of working in, or knowledge of, investmentorganisationsand/or financial institutions, professional services firms (legal, consulting, advisory) an advantage.
• Proficiencywith Software Tools.Visual communication will be your thing. Effective use of Excel and PowerPoint withgood experienceof preparing slide decks (creating documentation for Boards and Committees): Ability to use software tools to bring strategic ideas and complex planning to life with clarity and simplicity.Proficiencyor willingness to apply other software applications (e.g.Visio, Notion, Tableau)alsovery useful.
• Governance Support:Experience of executing company secretary duties (e.g.preparing agenda, drafting meeting minutes, tracking deliverables)

Additional Information

What we offer

By joining our team, you will become part of this remarkable journey. You will work in a fun and highly dynamic environment and have the opportunity to collaborate with, and learn from expert colleagues. Part of your role will be contributing to the best outcomes for the charitable entities’ investment strategies and their portfolios - and enhancing its responsible investing activities, in support of our mission.

• This position is full-time.
• We offer a competitive salary & bonus incentive.
• Take advantage of our Flexible Working Guidelines and work up to 10 days per year from abroad, anywhere in the world.
• 25 vacation days and 4 volunteering days per year.
• Comprehensive benefits package (incl. learning budget, pension scheme, home office budget).

An (online) assessment can be part of the recruitment process.

Reference and background checks are part of the final hiring procedure.

The Investment Office is committed to recruiting and retaining a diverse team. We strongly encourage applications from candidates with disabilities, LGBTQI candidates, women, ethnic, racial and religious minorities, and other underrepresented groups.