Portfolio Controller and Finance Lead (f/m/d)
As one of the leading insurance companies, we know that together we can achieve more. At UNIQA, we are therefore the community for a better life. We use our individual skills to shape the future together. Tell us about your strengths and apply as a Portfolio Controller and Finance Lead (f/m/d)
What to expect:
As our Portfolio Controller and Finance Lead you will work closely with managing partners, investment team and office manager as well as external service providers. You will have responsibility for smooth financial operations overall, including:
Portfolio Controlling
- Oversee the monthly and quarterly reporting KPI reporting from portfolio companies
- Monitor SLAs for KPI dashboard portfolio reporting
- Assess the overall portfolio health and prepare risk heatmaps
- Prepare board materials and management presentations
Financial Accounting & Cost Management
- Oversee the financial accounting and reporting with support from outsourced service providers
- Prepare budgets and forecasts
- Monthly cost reporting
- Manage external audit and valuation processes
- Manage tax advice and reviews, with support from outsourced service providers
- Initiate and manage payments, capital calls and distributions
- Adequate archiving of relevant financial documents
- Execute day-to-day tasks and manage service providers
Fund Reporting
- Develop and refine the financial fund model and related metrics
- Ensure accurate fund reporting, including working closely with the investment team
- Performance simulations and forecasts
- Manage regulatory and ESG reporting
- Prepare board materials and management presentations
Transaction & Portfolio Support
- Perform KYB/AML checks, with support from outsourced service providers
- Adequate administration of transaction documents, resolutions and financial statements related to investments
- Implement policies, keeping them up-to-date and ensuring compliance
What we expect:
- At least 3-5 years of relevant work experience
- Profound knowledge in finance and accounting
- Excellent German and English language skills
- Proficiency in MS Office (esp. MS Excel)
- Excellent work ethic
- Structured way of working
- Hands-on attitude
- Attention to detail
- Positive mindset
- Self-initiative
- Ability to communicate and manage stakeholders effectively
- Vienna-based, remote work partially possible
Your core competencies:
- Customer Focus: We are relentlessly focused on the needs of our customers
- Instills Trust: We keep our promises
- Collaborates: We collaborate beyond conventional boundaries
- Finding effective solutions: You aim for simple feasible solutions. You ensure the efficient use of your team′s resources
At UNIQA, we live diversity. We recognize and foster the value of different perspectives in our teams and leadership positions. Therefore, we welcome applications that enrich our diversity.
You are not sure if you meet our requirements? Apply anyway! UNIQA is looking for candidates with drive, courage to change and enthusiasm!
JOB KEY FACTS
Location: Wien, AT
Hours per week: 40
Annual minimum salary gross (Euro): 56.000
Start Date: ab sofort
You strive for more than the minimum - so do we! We will agree on your actual salary depending on your education and experience during the recruiting process.
We look forward to getting to know you in a first interview online. Additional meetings are held in person at our head quarters in Vienna.
Your benefits at one sight:
- A modern & bright office with break areas in the heart of the city as well as modern IT equipment provide a good environment
- An onboarding plan, welcome events and a buddy system will give you the best possible start
- We offer various training opportunities to help you grow professionally and personally
Check for our UNIQA Tower Tour here!
Your Person of Contact
Laura Jagiello
Expert Talent Acquisition & Onboarding
Untere Donaustraße 21
A - 1029 Wien
+43 664 783 182 33