Head Finance, Risk & Compliance (50%-60%)
Head Finance, Risk & Compliance (50%-60%)
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Private Markets Impact Investing
Head Finance, Risk & Compliance (50%-60%)
Job Location
EBG Investment Solutions AG, Zurich, Switzerland (40% on-site)
Job Description
Energized by impact and private market investments? Join our dedicated international team
in a senior role as ‘Head of Finance, Risk & Compliance’. The successful candidate, who may
also be a career returner, will have strong financial expertise, risk management acumen, good
communication skills, adaptability, and accountability. This senior role offers the perfect
blend of access to international private markets and the opportunity to drive meaningful
change through investments with a strong focus on sustainability and impact.
Responsibilities
• Finance
• Cash management, including capital calls and distributions at the investment
and corporate level and payments, receivables management.
• Budgeting, financial planning and supervision of accounting.
• Financial reporting in collaboration with accountants, AIFM/administrator and
financial auditor, as applicable.
• Collaboration with external service providers, e.g. regulatory and financial
auditors, outsourced services, insurance providers.
• Monitoring and reviewing of quarterly reports issued to clients.
• Risk & Compliance
• Risk management and compliance at corporate level within the FINMA
regulatory framework, collaborating with external deputy head Risk &
Compliance, regulatory auditor and foreign AIFM business partners and service
providers.
• Preparation of data and reports in view of the annual regulatory audit in line
with FINMA’s specifications.
• Representation of the firm at the meetings of the board of managers of General
Partners in Private Equity Fund structures.
• KYC processes and risk analysis for new clients and business partners.
• Member of the Management Board and of the Investment Committee (veto
right).
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Qualifications
We are looking for a strong personality who is motivated, organized and capable of working
in a dynamic environment. To fit into our team, you will be passionate about sustainability
and impact matters, have strong analytical skills, pay great attention to detail and be able to
work independently.
More specifically, you will meet the following requirements:
• A university degree or equivalent with at least 8-10 years relevant professional
experience, of which 3-5 years ideally in a comparable position in international asset
management, preferably Alternative Investments / Private Equity.
• Strong analytical and conceptual skills with problem-solving abilities and broad-based
operational experience.
• A constructive, diligent and well-structured approach to work and high reliability,
excellent interpersonal skills and highest integrity.
• Practical, proactive, flexible and delivery-focused team player who is comfortable
working in a fast-paced international environment.
• Excellent written and oral skills in German and English.
• Proficient with Microsoft Office tools.
• Advanced Excel and data analysis skills are a plus.
• Swiss/EU National or valid Swiss Work Permit.
We offer
• An entrepreneurial working environment within a small, dynamic and motivated
international team of senior professionals.
• A challenging and diverse range of responsibilities at the forefront of global impact
investing.
• A senior role with active participation in designing and developing our growing
business platform.
• Part-time assignment with the possibility to increase the pensum over time.
• Certain flexibility of workplace and working hours.
About EBG
EBG Investment Solutions AG (www.ebg-is.com) is an independent, globally active, FINMA-
licensed portfolio manager and investment advisor, headquarters in Zurich. We operate as an
external specialist CIO Office, providing sustainable private markets investment solutions for
institutional asset owners and professional business partners. Since 2010, we have been
enabling our clients to build future-proof, resilient and market return portfolios at the
intersection of economic success and strong environmental and social added value.
Interested? We look forward to receiving your CV and motivation letter at: hugh.parry@ebg-
is.com