Tyla Ritchie

Broadgate is partnered with an independent fund administration provider looking to employ a detail orientated and experienced Company Secretary to join their dynamic team.Responsibilities include:Provide full company support to a portfolio of client entities, including regulated and unregulated fund structures, corporate entities, and private equityCoordinate and prepare board and shareholder meeting packs, agendas, and resolutions; attend meetings and prepare accurate minutesEnsure timely and accurate filing of statutory documents with the relevant regulatory authorities and registries (e.g., annual returns, changes in directors or officers, share capital updates)Maintain and update statutory registers and company recordsAssist in the incorporation and liquidation of entities and any structural changesLiaise with clients, directors, regulators, auditors, and legal advisorsMonitor and ensure compliance with corporate governance best practicesSupport internal governance initiatives and contribute to process improvement projects Requirements: Professional qualification or part-qualification (e.g., ICSA/CGI, LLB, or equivalent) is preferred.2–4 years of experience in a company secretarial role, ideally within the financial services or fund administration industry.Strong understanding of corporate governance, company law, and regulatory frameworks.Proficient in MS Office and experience with entity management systems (e.g., Diligent Entities, GEMS) is advantageous.

Broadgate is partnered with a leading investment firm looking for an experienced and highly motivated Senior Project Manager to join the Fund Managers team.Responsibilities include:Drive strategic initiatives that enhance fund management capabilities and deliver exceptional value to clientsLead and manage the end-to-end delivery of complex projectsUnderstand business and solution architectureMaintain clear and consistent communication with all project stakeholders, providing regular status updates and addressing any concerns promptlyElicit and prioritize functional and non-functional requirements from business and technical stakeholdersManage external technology providers and drive any system selection processesRequirements:University degree in Information Technology, Business Administration or equivalentAt least 5 years of working experience as a Project Manager at a financial services company or with a leading consulting firm in a delivery role in the financial services sectorExperience in the asset management industry, more specifically fund administration and its corresponding systems is a plusIn-depth and proven project management, delivery and leadership skills (both technical and people as well as change; management)Agile certification (Scrum, IPMA, etc.) and practical experience as a plusExcellent language skills in English (verbal/written) is a requirement, German is a plusAbility to act as a mediator on complex topics between business and technology teamsIf you possess the key skills necessary to fill the role then apply with us today!

Broadgate is partnered with a leading investment firm looking for an experienced and highly motivated Senior Project Manager to join the Fund Managers team.Responsibilities include:Drive strategic initiatives that enhance fund management capabilities and deliver exceptional value to clientsLead and manage the end-to-end delivery of complex projectsUnderstand business and solution architectureMaintain clear and consistent communication with all project stakeholders, providing regular status updates and addressing any concerns promptlyElicit and prioritize functional and non-functional requirements from business and technical stakeholdersManage external technology providers and drive any system selection processesRequirements:University degree in Information Technology, Business Administration or equivalentAt least 5 years of working experience as a Project Manager at a financial services company or with a leading consulting firm in a delivery role in the financial services sectorExperience in the asset management industry, more specifically fund administration and its corresponding systems is a plusIn-depth and proven project management, delivery and leadership skills (both technical and people as well as change; management)Agile certification (Scrum, IPMA, etc.) and practical experience as a plusExcellent language skills in English (verbal/written) is a requirement, German is a plusAbility to act as a mediator on complex topics between business and technology teamsIf you possess the key skills necessary to fill the role then apply with us today!

Broadgate is partnered with a collaborative and team-orientated fund administration company looking for a Fund Accounting Manager to join their team. Responsibilities include: Ensuring accurate accounting records, preparing reports in accordance with various accounting rules, Partnership Agreements or client specific requirementsLeading a team of accountants in the processing and review of reconciling cash, securities and other financial transactionsProvide service on a range of matters including recording and analyzing transactions, reconciliations, and preparation of work paper packagesAssistance in the coordination of external auditsPrepare quarterly and annual financial statementsCreate and review partner capital calls, monthly and quarterly partner capital statements including calculation of partner allocationsCalculate and review waterfall models, distribution notices, and management feesAssist with the onboarding of new clientsManage client expectations, build relationships and meet client deliverablesProvide training to the Accountants and Senior AccountantsAssist with year-end audit process and support external auditors and tax teams with requested financials Requirements: Bachelor's degree in accounting or related field OR ACA / ACCA or other related Certification4 + years of accounting experience, with at least 2 years being post graduated or qualified1 + years of Private Equity experienceStrong knowledge of industry and accounting principlesDemonstrated experience supervising and managing a team of AccountantsSenior AccountantsProficient with software related products such as Microsoft Excel etc If this is the role for you then apply with us today!

Broadgate is partnered with a collaborative and team-orientated fund administration company looking for a Fund Accounting Manager to join their team. Responsibilities include: Ensuring accurate accounting records, preparing reports in accordance with various accounting rules, Partnership Agreements or client specific requirementsLeading a team of accountants in the processing and review of reconciling cash, securities and other financial transactionsProvide service on a range of matters including recording and analyzing transactions, reconciliations, and preparation of work paper packagesAssistance in the coordination of external auditsPrepare quarterly and annual financial statementsCreate and review partner capital calls, monthly and quarterly partner capital statements including calculation of partner allocationsCalculate and review waterfall models, distribution notices, and management feesAssist with the onboarding of new clientsManage client expectations, build relationships and meet client deliverablesProvide training to the Accountants and Senior AccountantsAssist with year-end audit process and support external auditors and tax teams with requested financials Requirements: Bachelor's degree in accounting or related field OR ACA / ACCA or other related Certification4 + years of accounting experience, with at least 2 years being post graduated or qualified1 + years of Private Equity experienceStrong knowledge of industry and accounting principlesDemonstrated experience supervising and managing a team of AccountantsSenior AccountantsProficient with software related products such as Microsoft Excel etc If this is the role for you then apply with us today!

Broadgate bietet eine spannende Gelegenheit für einen Treuhandmanager, der bei einer herausragenden Nachhaltigkeitsbank in Zürich tätig sein möchte.Ihre Aufgaben:Betreuung und Beratung eines vielfältigen Kundenportfolios, darunter Start-ups sowie etablierte UnternehmenFührung der Buchhaltung, Erstellung von Finanzberichten sowie Ausarbeitung von Finanz- und FinanzierungsplänenVerantwortung für Zwischen- und Jahresabschlüsse, Mehrwertsteuerabrechnungen sowie Lohn- und SozialversicherungsmeldungenErstellung von Steuererklärungen für Unternehmen und Privatpersonen sowie Beratung zu Steuern, Vorsorge und NachfolgeplanungVertretung von Kunden gegenüber Steuerbehörden und Sozialversicherungen sowie enge Zusammenarbeit mit Kundenbetreuern und AdministrationsmitarbeiternIhr Profil:Mehrjährige Berufserfahrung im Treuhandwesen oder Rechnungswesen, idealerweise in der Kundenbetreuung oder in einer vergleichbaren PositionTreuhänder mit eidg. Fachausweis oder vergleichbare Qualifikation (z. B. Finanz- und Rechnungswesen, eidg. dipl. Treuhand- oder Steuerexperte)Erfahrung mit gängigen Buchhaltungs- und ERP-Systemen (z. B. Abacus, Sage50, Dr. Tax, Office 365)Sehr gute Deutsch- und Englischkenntnisse – Sie kommunizieren sicher in einem internationalen UmfeldFühlen Sie sich angesprochen und glauben, dass Sie gut zu dieser Position passen? Dann bewerben Sie sich noch heute bei uns!

Broadgate has an exciting opportunity for a Trust Manager to work with an incredible sustainability bank based in Zurich.Responsibilities include:Responsible for supporting and advising a diverse client portfolio including startups and established companiesManage the accounting, preparation of financial reports, and prepare financial and financing plans.Responsible for interim and annual financial statements, vat returns, and payroll and social security notifications.Prepare tax returns for companies and individuals and advise clients on taxes, pensions, and succession planning.Represent clients with tax authorities and social security agencies and work closely with client managers and administrators. Experience:Several years of professional experience in trust or accounting, ideally in client management or a comparable role.Fiduciary certificate or comparable qualification - finance and accounting, federally certified trust or tax expert.Experience with common accounting and ERP systems - Abacus, Sage50, Dr. Tax, Office 365).Strong German and English skills – communicate confidently in an international environment.If you have the know how and believe you would be a good fit for this role then apply with us today!

Broadgate is partnered with a well-known Bank recruiting for a Senior Auditor to join their Commodity and Treasury trading team.Responsibilities include:Support the engagement team with the planning, execution and completion of audit tasks within group and local auditsTreasury and commodity trading activities for clients in different industries　Involvement in consulting projects, covering operating model, business processes and choice and use of treasury and trading technologyRequirements: Bachelor, master's degree or diploma in economics, and you are in the process or planning to accomplish an audit degree (like Swiss CPA)5 to 7 years auditing experience and practice in using IFRS and or US GAAPFluent in English, any other language (specifically German) is beneficialIf your expertise are aligned with this role and you believe you would add value, please submit your application today!