Monterosa is a Swiss independent financial services group with a global footprint, servicing approximately USD 4,5 bn in assets. The group was founded in 1996 and provides investment solutions for emerging and developed markets with 50+ employees in offices in Zurich (headquarters), Dubai, Hong Kong, Singapore, Balzers (Liechtenstein), and Port Louis (Mauritius).
To strengthen our team in Zurich, we are currently looking for a highly motivated and qualified
Global Head Finance & Private Equity
We are looking for a client oriented Global Head Finance & Private Equity that will be leading a team of 7+ professionals managing three reporting lines (Corporate Services & Private Equity Execution, Accounting & Controlling, Risk Management), with the following tasks/operations:
Provide high quality corporate administrative services to a portfolio of regulated funds, offshore companies, asset management companies, service companies globally;
Create, dissolve, administrate regulated funds, offshore companies and administer private equity transactions in close collaboration with the legal & compliance team and the advisory desk;
Establish, work closely with all relevant stakeholders of the group such as fund administrators, auditors, banks, regulatory bodies and other service providers in various jurisdictions;
Improve existing corporate administrative and accounting services in terms of quality, efficiency and effectiveness;
Monitor/manage all outsourced accounting processes (mainly funds and investment vehicles) globally.
Private Equity Execution & Corporate Governance
Overall responsibility for the implementation of cross-border private equity transactions (due diligence, valuation, risk management, stakeholder management etc.);
Oversee and implement corporate governance measures in regards to private equity portfolio companies;
Close collaboration with the relationship managers and frequent client interaction concerning all transactions and existing client relationships;
Sparring partner for feasibility of new transactions for clients.
Finance, Accounting & Controlling
Oversee and lead the finance, accounting & controlling function of the of the group;
Responsible for all financial accounts for all operative (and investment) entities of the group;
Manage all corporate payments and the groups’ invoicing process, corporate taxes, corporate financial planning and budgeting;
Perform controlling for the groups’ financials activities and costs;
Responsible for audit of the group and the funds managed by Monterosa;
Oversee and manage the groups’ cash management process;
Responsible for the group taxes.
Oversee and lead the risk management function of the of the group;
Monitoring of all business activities in all aspects related to financial risks including the groups’ risk-reporting and policies;
Oversight over credit approval process for dedicated portfolios.
Requirements / Experience
Master’s Degree (or similar) in business administration, finance/controlling or law and relevant work experience; Any additional certification CAIA, CFA, CPA advantageous;
Management skills and experience in leading people;