Job offer
Investment Controller (m/f/d)
Liberty Vorsorge is seeking an experienced professional to serve as a Controlling Specialist in the "Investment Office" division at its Seewen-Schwyz location, with the responsibility of monitoring and optimizing compliance with investment strategies and risk controls. The position requires a university degree, several years of experience in the investment sector, and expertise in investment controlling or risk management.
Tasks and area of responsibility
- Review of portfolios for compliance with the investment strategy/BVV2 guidelines (after-trade checks)
- Review and analysis of asset managers’ investment proposals (model portfolios) for compliance with the investment strategy and BVV2 guidelines (pre-trade checks)
- Support for risk management of investments for all foundations
- Automate and optimize all control processes in the context of the value chain in the investment sector
Your profile
- A degree from a university or university of applied sciences, ideally supplemented by specialized professional certification such as the CIA or CFA
- Several years of experience in the investment sector, particularly in portfolio management and/or fund analysis
- Very good knowledge of securities in various asset classes, particularly investment funds and investment foundations
- Experience in investment controlling or risk management, particularly in the context of BVV 2 guidelines
- Structured approach with high quality standards
- Experience with the Finova core banking system
We offer
- A varied job with exciting tasks in a dynamic team
- Attractive employment conditions
- Modern pension fund solution
- Free parking directly on site
- Various employee events
Job details
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