Portfolio Finance Manager (CH) - Exclusive New

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 isdelighted to beworking with an established international investment business to recruit a Portfolio Finance Manager for their team in Zug.

This is a broad finance role with significant exposure to senior stakeholders and investment professionals.
The successful candidate will use financial and operational information to improve visibility of business performance, identify trends and support commercial and investment-related decision-making.

Alongside the analytical element of the position, you will have the opportunity to improve how financial information is collected, analyzed and presented, with a strong focus on efficiency, automation and the effective use of data.

Key responsibilities of the Portfolio Finance Manager:

• 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

Candidate requirements:

• Master's degree in Finance, Accounting, Economics or a related discipline
• Around 10+ years’ relevant finance experience, ideally gained within Business Control, FP&A, Financial Analysis, Portfolio Finance or a comparable position
• Exposure to Private Equity, Investment Management or another investment-led environment would be advantageous
• Strong analytical skills with the ability to understand the commercial story behind financial results
• Experience with budgeting, forecasting, cash flow analysis and financial modelling
• Advanced Excel skills and an interest in reporting, data and automation
• Experience with Power BI or similar reporting tools would be beneficial
• Strong communication and stakeholder management skills, with the confidence to work with senior finance and investment professionals
• A proactive and hands-on approach with the curiosity to challenge information and identify opportunities for improvement

This is an excellent opportunity for an experienced finance professional who wants to move closer to the investment side of a business while retaining a strong finance, analysis and business partnering focus.

EMEA Recruitment is committed to promoting Equity, Diversity and Inclusion in the workplace. We act as a neutral third party in the recruitment process, basing our candidate searches on skills and experience. We welcome all applications regardlessof age, gender, sex, relationship status, disability, race, religion/beliefs or sexual orientation.