Join Anthos as our new Client Reporting & Transaction Specialist

At Anthos, we believe in serving generations—not just clients. Anthos is an international family office with a longstanding heritage and a clear purpose.  In your role, you’ll contribute to meaningful financial stewardship that supports the family around the world. 

We are a collaborative, ‑human-centred organisation where expertise, integrity, and continuous improvement shape everything we do. If you thrive in a trusted, close‑knit environment with a global outlook and what to bring in your experience in investments, you’ll feel right at home here.

Your impact

As a Client Reporting & Transaction Specialist, you play a key role at the heart of our investment operations. You ensure our clients receive accurate and timely asset reporting, smooth investment transaction handling, and high-quality data insights about their investments. You help shape the client experience and contribute to the ongoing professionalisation of our global processes.

What you’ll do

This vacancy arises in the context of succession planning in the team. Your key responsibilities are:

• Ensure stable daily operations around client reporting; Maintain/deliver high quality client asset reports;
• Deliver liquidity planning and investment proposals;
• Process investment transactions in the family investment funds;
• Deliver ad hoc reports requests/analyses for internal stakeholders;
• Deliver accurate and compliant data to fulfil the regulatory reporting requirements;
• Strengthen data quality and unlock insights through dashboards and improvements
• Collaborate across teams with colleagues worldwide to keep operations running seamlessly
• Contribute to continuous improvement initiatives that shape the future of Anthos

What you bring

• A higher vocational education in economics or business
• 5-10 years of experience in asset-/wealth management
• Strong analytical and problem solving skills
• A natural collaborator with strong communication skills
• A proactive, detail‑oriented mindset and a passion for improving how things work
• Fluent in English, Fluency in Dutch is also preferred
• Numerical aptitude and confidence working with financial and investments data
• Able to manage confidential data with discretion and integrity
• Experience in one of the following disciplines: asset reporting, asset transactions, asset management/private wealth management.
• Experience with automating business processes, implementing/using AI to enhance efficiency and quality of reporting.

Why Anthos

• A mission‑driven organisation with a long‑term perspective
• A culture built on trust, integrity and genuine collaboration
• Opportunities to grow, learn and contribute to meaningful operational advancements
• An international environment with colleagues in seven countries
• A role with real impact on clients, processes, and the wider organisation

We are an Equal Opportunity Employer and does not discriminate on the basis of age, race, colour, sex, sexual orientation, gender identity, religion, national origin or disability. None of this gets in the way of hiring and retaining the best people.

About COFRA Holding AG

COFRA Holding AG is a family-owned group, headquartered in Switzerland, with operations in Europe, the Americas and Asia. COFRA has a diverse portfolio of investment businesses in private equity (Bregal Investments), real estate (Redevco) and asset management (Anthos Fund & Asset Management). Businesses and investments are also held in retail, clean energy and sustainable food. Through business, COFRA strives to be a force for good in the world – a mission that began over 180 years ago. Today, we actively direct our expertise, energy and capital into businesses and investments that we believe have the potential to create superior value.

Think about Digital Applications differently and make a real impact

A welcoming and supportive setting where you can develop and make a real difference in the world – that’s what you’ll find at COFRA. We’re a family business, geared to creating lasting value and united by an ambition to change industries and society for the better. Aspiration and entrepreneurism are encouraged and rewarded with opportunity. Teams are diverse yet close-knit. Relationships matter. People matter.

What we can achieve together

One of our greatest strengths is our people: talented, dedicated professionals who are true experts in their field, committed to the pursuit of excellence and open to new opportunities and ways of capturing them.

We're looking for an experienced Digital Application Owner to join our COFRA team in Porto. You will join a multi-generational family business with a commitment to achieve systemic change across Liveable Cities, Responsible Capital, Clean Energy and Sustainable Food together with our management teams and mission-aligned external partners.

About the role

The Digital Application Owner for Core Finance Platforms (D365 F&O, OneStream, Concur, ExFlow) is responsible for the end‑to‑end governance, configuration, and performance of the Group’s core financial applications. This role ensures that these platforms operate as a unified, scalable, secure, and well‑integrated ecosystem, fully aligned with the Group’s business objectives and IT/Technology Operating Model, including shared standards for technology, data, and processes.

Acting as the functional product owner for all finance‑related digital applications, the role is accountable for defining and maintaining shared templates, managing enhancement roadmaps, governing change and release cycles, and driving business adoption across all entities.

A key strategic aspect of the role is orchestrating effective collaboration between internal teams and an external delivery partner to ensure high‑quality delivery, reliable support, and continuous improvement of the finance application landscape.

Key responsibilities include:

• Govern the Group’s core finance applications (D365 F&O, OneStream, Concur) as a unified ecosystem, ensuring full alignment with the Group Finance Operating Model.
• Define, maintain, and enforce global templates, configuration standards, workflows, data models, and integration rules across all entities.
• Own and manage the application roadmap, enhancement pipeline, and development backlog, prioritising initiatives based on business value, standardisation benefits, and risk mitigation.
• Lead the design, governance, and optimisation of end‑to‑end integrations between finance platforms, analytics environments, and shared Group systems.
• Establish, monitor, and report KPIs related to platform performance, user adoption, data quality, and operational stability.
• Ensure all core finance applications comply with Group governance frameworks, audit requirements, and security‑by‑design principles in close collaboration with Group IT and Information Security.
• Coordinate with the Data & Digital Hub to embed cross‑platform automation, reusable components, and shared digital services.
• Manage and steer external implementation and support partners, ensuring high‑quality delivery, SLA compliance, and cost transparency.
• Lead structured release management activities, including sprint planning, user acceptance testing (UAT), regression testing, and deployment across all platforms.
• Drive continuous improvement by identifying process inefficiencies, user pain points, and automation opportunities, translating them into actionable platform enhancements.
• Oversee incident management, issue resolution, and root‑cause analysis in collaboration with vendors and external partners.
• Maintain comprehensive platform documentation, configuration records, and knowledge repositories to ensure long‑term sustainability.
• Provide training materials, onboarding support, and functional guidance to super‑users, finance users, and local application owners.
• Act as the primary escalation point for cross‑system and cross‑entity issues, coordinating resolution with relevant stakeholders and partners.
• High proficiency in Power Apps.
• High proficiency in Power BI.
• Strong understanding of enterprise IT landscapes, including hardware platforms, software applications, and service delivery models.
• Advanced knowledge of IT project and portfolio management.
• High proficiency in modern technology platforms (e.g. Azure, Microsoft 365, related cloud services).
• Proven ability to translate business processes and requirements into technical specifications and solution designs.
• Strong technical aptitude and problem‑solving skills, with the ability to manage complex platforms, integrations, and operational risks.

What You Bring

• 3–6 years of relevant professional experience in enterprise finance platforms and business systems.
• Bachelor’s Degree or equivalent professional experience.
• Deep platform expertise across D365 Finance & Operations, OneStream (consolidation & planning) and Concur (Travel & Expense).
• Strong understanding of finance processes, including consolidation, budgeting and forecasting, general ledger, AP/AR, project accounting, procurement, and T&E policies and compliance.
• Proven solution design and integration capability, with hands-on experience in Azure-based integrations, Power Platform, APIs, data pipelines and workflow automation.
• Solid data governance awareness, covering master data management, financial hierarchies, dimensional modelling, data controls and consistency across entities.
• Change management and adoption leadership, ensuring cross-entity alignment and consistent use of finance platforms and processes.
• Experience managing vendors and external partners, ensuring delivery quality, SLA compliance and cost transparency.
• Strong cross-functional collaboration skills, working closely with Finance, Group IT, Data Governance, Procurement, HR and local entity teams.
• Structured delivery and lifecycle governance expertise, including sprint planning, UAT coordination, release management, documentation and risk mitigation.
• Strong analytical and problem-solving skills, with the ability to resolve complex cross-platform issues and drive continuous improvement.
• English (required).

What we offer you in return

The opportunity itself is a great way to have a direct impact on the Group and realize potential across a multitude of areas.

COFRA offers notable benefits. Also, training and development is provided to all COFRA employees.

COFRA is an Equal Opportunity Employer and does not discriminate on the basis of age, race, colour, sex, sexual orientation, gender identity, religion, national origin or disability. None of this gets in the way of hiring and retaining the best people.

About COFRA Holding AG

COFRA Holding AG is a family-owned group, headquartered in Switzerland, with operations in Europe, the Americas and Asia. COFRA has a diverse portfolio of investment businesses in private equity (Bregal Investments), real estate (Redevco) and asset management (Anthos Fund & Asset Management). Businesses and investments are also held in retail, clean energy and sustainable food. Through business, COFRA strives to be a force for good in the world – a mission that began over 180 years ago. Today, we actively direct our expertise, energy and capital into businesses and investments that we believe have the potential to create superior value.

Think about Finance Control differently and make a real impact

A welcoming and supportive setting where you can develop and make a real difference in the world – that’s what you’ll find at COFRA. We’re a family business, geared to creating lasting value and united by an ambition to change industries and society for the better. Aspiration and entrepreneurism are encouraged and rewarded with opportunity. Teams are diverse yet close-knit. Relationships matter. People matter.

What we can achieve together

One of our greatest strengths is our people: talented, dedicated professionals who are true experts in their field, committed to the pursuit of excellence and open to new opportunities and ways of capturing them.

We're looking for an experienced Divisional Controller to join our COFRA team in Porto. You will join a multi-generational family business with a commitment to achieve systemic change across Liveable Cities, Responsible Capital, Clean Energy and Sustainable Food together with our management teams and mission-aligned external partners.

About the role

The purpose of this role is to oversee and ensure the accuracy, consistency, and compliance of financial reporting across business divisions while providing strategic financial guidance to top management. The role is critical in streamlining processes, aligning financial practices with company and international standards, and managing complex technical financial matters. Additionally, it supports strategic decision-making, integrates new businesses into the financial framework, and facilitates cash repatriation, ensuring financial coherence across the group.

Key responsibilities include:

• Overseeing the financial reporting and consolidation of business divisions.
• Ensuring compliance with company policies and procedures, as well as local and international accounting standards (IFRS).
• Providing financial guidance and advice to top management of the different business units, liaising directly with CFOs and CEOs.
• Identifying and implementing process improvements to increase efficiency and accuracy.
• Serving as the finance lead for the division, partnering with operational management to drive profitability and efficiency.
• Coordinating activities between business units and the group to ensure alignment and consistency in financial reporting and decision‑
• Handling complex technical matters, such as accounting issues, valuations and impairments, tax planning, and financial systems implementation. Coordinating with tax, legal, and treasury functions.
• Leading cash repatriation from different businesses to the Group.
• Leading the integration of new businesses into the Group’s financial reporting framework.
• Translating the Group’s strategic priorities into practical guidance for various stakeholders.
• Communicating complex financial information to non-financial stakeholders in a clear and concise manner.
• Being fully proficient in translating business processes and requirements into technical specifications.
• Demonstrating advanced practical knowledge of IFRS reporting.
• Showing an advanced understanding of tax and legal matters and their interconnection.
• Having an advanced practical understanding of financial assets.
• Possessing comprehensive practical knowledge of compliance and regulatory principles.
• Possessing advanced knowledge of reporting processes and tools such as Azure, HFM, OneStream, etc.

What You Bring

• 6–10 years of experience.
• Experience in finance and accounting, preferably in an international environment.
• Expertise in international and local accounting standards and their application (IFRS).
• Full understanding of tax and legal matters and their interconnection.
• Strong project management skills, combining technical expertise with leadership capabilities.
• Comprehensive knowledge of financial processes and the underlying systems landscape.
• Ability to conduct variance analysis and provide actionable insights to senior management.
• Ability to maintain strong internal controls and support audit processes.
• Ability to understand divisional business models and their strategic priorities.
• Expert-level practical knowledge of Office 365 applications (Teams, OneDrive, SharePoint, Word, Excel, PowerPoint, Power BI, etc.).
• Ability to translate new reporting requirements into automated, system-driven processes.
• Education: Master’s Degree (or equivalent), preferably in Finance or a related field.
• OneStream system experience (desired).
• English (required).

What we offer you in return

The opportunity itself is a great way to have a direct impact on the Group and realize potential across a multitude of areas.

COFRA offers notable benefits. Also, training and development is provided to all COFRA employees.

COFRA is an Equal Opportunity Employer and does not discriminate on the basis of age, race, colour, sex, sexual orientation, gender identity, religion, national origin or disability. None of this gets in the way of hiring and retaining the best people.