We are a Single Family Office overseeing the full investment and corporate structures of an entrepreneurial principal. Our mandate spans a diverse portfolio of financial investments, operating companies and real estate across multiple jurisdictions. We work closely with a select group of trusted external advisors, banks and service providers and we hold ourselves to the same standards we expect from them: precision, discretion and long-term thinking.
As we continue to grow, we are looking for a Finance Manager who combines technical rigour with a genuine interest in the breadth of what a sophisticated family office does.
This is a rare opportunity to join a lean, high-calibre team with direct exposure to complex investment and corporate structures, hands-on interaction with decision-makers, and meaningful responsibility from day one. You will own the financial backbone of the office: from multi-entity accounting and consolidated reporting to banking, cash management and advisor coordination.
The right person for this role is equally comfortable navigating a sophisticated cross-border transaction and executing a straightforward payment run without a second thought. We value hands-on ownership across the full spectrum.
This is a full-time, in-person role (100%) based in Zug / Zurich.
Accounting & Finance
● Oversee accounting across multiple entities and structures
● Coordinate with external accountants, auditors and service providers
● Prepare and analyse financial reports; reconcile accounts and manage intercompany
transactions
● Monitor shareholder loans and financing arrangements
Reporting & Asset Monitoring
● Prepare regular reporting on investments and assets
● Maintain and develop consolidated asset and liquidity reporting
● Support analysis and monitoring of investment positions
● Support liquidity management and cash forecasting across entities
Cash & Banking Management
● Oversee bank accounts across entities
● Prepare and review payments; support liquidity planning
Controlling & Financial Oversight
● Support budgeting and cost monitoring
● Track cash flows and financial obligations
● Maintain structured overviews of investments, loans and corporate entities
Coordination with External Advisors
● Liaise with tax advisors, legal counsel and banks
● Prepare documentation for tax and compliance matters
● Degree in Finance, Accounting, Business Administration or a related field
● 3-8 years of relevant experience in one or more of the following: accounting, controlling, audit / transaction services, trust or fiduciary services, family office or asset management, investment management or liquidity management
● Exposure to investment structures, financial instruments or liquidity management
● Strong analytical and organisational skills with high attention to detail
● Proficiency in Excel and financial data analysis
● A hands-on personality who takes ownership across the full range: from structuring complex multi-entity transactions to processing day-to-day payments with the same care and diligence
● Discretion, reliability and the ability to work independently environment
● Full professional proficiency in English (written and spoken); working knowledge of German is an advantage
● Direct insight into the workings of a leading entrepreneurial Single Family Office
● Broad, varied responsibilities with real ownership
● Close interaction with decision-makers and a trusted advisor network
● A lean structure, short decision paths and no corporate bureaucracy
● Full-time position (100%), in-person, based in Zug / Zurich
● Genuine long-term development potential in a growing, ambitious environment