Management Support to the CFO

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the worlds financial markets.

Our expertise intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients communities and planet.

We have 4600 talented specialists on the ground in over 40 countries around the world enabling us to deliver a unique global perspective across four market-leading business divisions Global Advisory Wealth Management Asset Management and Five Arrows.

As a family-controlled business built on relationships we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role:

The Finance Management Support supports the CFO and Finance Leadership Team by coordinating key administrative and operational processes ensuring effective agenda management preparing highquality presentations and maintaining clear communication flows. The role contributes to efficient daytoday operations by driving structure transparency and followthrough across Finance activities enabling the CFO to focus on strategic priorities.

Key Responsibilities:

Strategic & Analytical Support for the CFO

• Manage the CFOs agenda with proactive forward planning anticipating upcoming topics deadlines and preparation needs.
• Coordinate inputs for leadership meetings prepare briefing materials and track resp. manage followup action items.
• Provide analytical support for decision-making by preparing concise summaries dashboards and insights for the CFO.
• Assist in scenario planning and financial modeling for key initiatives.
• Act as a trusted liaison between the CFO and internal/external stakeholders.

Communication Documentation & Executive Decks

• Create highquality clean and wellstructured slide decks for CFO and other management meetings.
• Draft memos summaries and communication materials; maintain clear accessible documentation.

Project Management & Coordination

• Support Finance projects by coordinating tasks tracking timelines and monitoring deliverables.
• Gather information prepare simple reports and help ensure crossfunctional alignment with an endtoend view.

Operational & Cycle Support

• Assist with Finance cycles such as budgeting forecasting audit preparation and regulatory reviews.
• Consolidate inputs follow up with teams and support the CFO with adhoc tasks.

Governance & Process Support

• Organize governance routines prepare materials track decisions and ensure timely stakeholder submissions.
• Maintain calendars for recurring processes and ensure documentation standards are met.
• Handle sensitive information with the highest level of confidentiality and integrity.

Stakeholder & Team Coordination

• Coordinate with key internal functions to support smooth Finance operations.
• Assist in organizing essential team activities such as workshops lessons learned sessions onboarding or knowledge-sharing sessions.

Experience Skills and Competencies Required:

Professional Skills

• Strong organizational ability with proactive followup ownership mindset and high reliability.
• Clear structured communication in German and English (French a strong plus).
• Ability to work independently with a strategic longterm and endtoend process view.
• Professional attitude with strong stakeholder management and coordination skills

Technical Skills

• Proficiency in MS Office / Office 365 especially PowerPoint (clean executive decks) Outlook Teams and Excel.
• Strong ability to prepare structured documentation reports and meeting materials.
• Familiarity with finance processes or terminology; finance background is a plus.
• Comfortable with scheduling tools document management and basic projecttracking methods.

Behavioral Traits

• Proactive anticipatory working style with strong ownership and follow-through.
• Structured reliable and confident in working independently with minimal guidance.
• Analytical solutionoriented mindset with the ability to see the broader picture.
• Discreet trustworthy and able to collaborate effectively across diverse stakeholder groups.

Experience

• Experience in coordination project support management support or analysttype roles preferably in Finance.
• Previous experience in the Swiss banking sector is a strong advantage.
• Higher education from a university of applied science or university.
• Willingness to travel moderately within the EU

Benefits

• Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this Rothschild & Coprovides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
• We are conducive to creating a working environment and culture where people can succeed
• We provide a variety of inhouse trainings as well as tuition assistance for further education and training courses
• Everyone can choose to incorporate agile working principles into their working week
• We have learned a great deal about the adaptability commitment and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes by applying a more flexible approach to where and when we work and part of your work time can be performed from home

If you are curious to learn more about us and have valuable experiences in a similar role then please submit your complete application documents through our recruitment tool.