Portfolio Finance & Data Insights Manager

EMEA Recruitment Ltd; Zug; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

EMEA Recruitment Ltd in Zug, Switzerland, seeks a Portfolio Finance Manager to drive financial insight across an investment portfolio. You will analyze performance, support senior stakeholders, and develop reporting tools.

The role emphasizes automation, data-driven decision making and strong collaboration with investment professionals. The successful candidate will bring a Master's in Finance/Accounting/Economics, 10+ years of relevant experience, advanced Excel skills, and experience with

Qualifikationen

• Master's degree in Finance, Accounting, Economics or a related discipline.
• Strong analytical skills with the ability to understand the commercial story behind financial results.
• Experience with budgeting, forecasting, cash flow analysis and financial modelling.

Aufgaben

• Analyze the financial performance of investments and identify key trends, risks and performance drivers.
• Provide clear financial insight to support senior stakeholders and investment-related decisions.
• Prepare and develop regular performance and management reporting.
• Review forecasts, budgets and cash flow information across the portfolio.
• Support financial analysis relating to valuations and investment performance.
• Develop reporting tools and dashboards to improve the quality and accessibility of financial information.
• Identify opportunities to automate and improve existing finance and reporting processes.
• Build strong relationships with senior finance contacts across the portfolio.
• Support investor-related financial reporting and performance analysis.
• Contribute to wider Finance projects and reporting requirements.

Kenntnisse

Strong analytical skills

Stakeholder management

Communication

Hands-on

Ausbildung

Master's degree in Finance/Accounting/Economics

Tools

Excel

Power BI

Financial modelling

Jobbeschreibung

EMEA Recruitment Ltd in Zug, Switzerland, seeks a Portfolio Finance Manager to drive financial insight across an investment portfolio. You will analyze performance, support senior stakeholders, and develop reporting tools.

The role emphasizes automation, data-driven decision making and strong collaboration with investment professionals. The successful candidate will bring a Master's in Finance/Accounting/Economics, 10+ years of relevant experience, advanced Excel skills, and experience with