Senior Portfolio Manager F/M

vor 3 Wochen

Genève, Schweiz Morgan Philips Executive Search Vollzeit
Our client is a single family office active in real estate investments across Europe, private equity and venture capital.
We’re currently seeking an experienced Portfolio Manager who can add a fresh, unique perspective to our team. In this role, the manager will oversee the lifecycle of a portfolio of alternative investments, mainly real estate, conducting portfolio-level reviews, optimizing standards, identifying areas for improvement, reporting on performance, and training staff members.

Responsibilities :
  • Investment Monitoring:
    • Build and run portfolio management models for investment strategies that fall within the scope of the role, which initially consist of real estate development projects and industrial businesses operating in Portugal.
    • Conduct detailed quantitative and qualitative performance analyses of the assets under management
    • Provide monthly reporting to Management using metrics and data visualization tools effectively to report portfolio performance and support decision-making processes      
    • Support the local asset managers in all aspects of managing the portfolio to ensure daily tasks are handled efficiently
    • Develop and implement portfolio management methodologies and best practices to build on the team’s skills and abilities
    • Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to the group’s standards
    • Prepare ad hoc analysis and be proactive in providing insightful analyses and creative solutions at portfolio management level
  • Transactions
    • Analysis and execution of real estate acquisitions in close collaboration with the local teams
    • Coordination of activities between the holding level and local level to ensure proper execution of transactions
    • Overseeing the design and implementation of underwriting models for acquisitions
    • Preparation of the profitability analyses at project and portfolio level jointly with local teams
 
Required skills and qualifications
 
  • Bachelor's degree in Finance, Economics, or a related field
  • 5+ years of experience in investment management, preferably with a focus on portfolio management
  • Strong understating of various investment products, including equities, fixed income, and alternative investments
  • Expertise in real estate acquisitions and real estate project financing
  • Expertise in financial analysis and modeling
  • Excellent verbal and written communication skills, with the ability to clearly convey complex information to various audiences
  • Ability to work effectively both independently and as part of a team
  • Capacity to adapt to evolving and dynamic situations
  • Able to persuade internal stakeholders to provide necessary information and collaborate
  • Builder mindset
  • CFA designation or other relevant certifications are considered an asset
  • Fluent in English and Portuguese. French would be a plus as well
  • Personal integrity and discretion
  • The position is based in Geneva, but it involves frequent monthly trips (2-3 days per trip) to Portugal or other European places as necessary.

If you are interested in this opportunity please send your application to annesophie.nicolai@morganphilips.com

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz Entreprise anonyme Vollzeit

    Portfolio ManagerMAIN DUTIES/RESPONSIBILITIES OF THE ROLE:Implement systematic crypto trading strategy in production and responsible for individual pnlDevelop and improve algorithm trading frameworkImprove pricing/execution/ logicMonitor automated trading stacks including data, execution, riskAdd/combines new alphasPeriodically re-evaluate portfolio...

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz jobup Vollzeit

    Portfolio ManagerMAIN DUTIES/RESPONSIBILITIES OF THE ROLE:Implement systematic crypto trading strategy in production and responsible for individual pnlDevelop and improve algorithm trading frameworkImprove pricing/execution/ logicMonitor automated trading stacks including data, execution, riskAdd/combines new alphasPeriodically re-evaluate portfolio...

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz Cbh Compagnie Bancaire Helvétique Sa Vollzeit

    Company Overview: CBH Compagnie Bancaire Helvétique SA (the “Bank” or “CBH”) is dynamically growing Bank with over CHF 14bn in AUM and robust 40% tier 1 capital ratio, as of end of 2023. The Bank is currently focused on further increasing its client base and introducing new products and services to its clients in order to increase fee and...

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz CBH Compagnie Bancaire Helvétique SA Vollzeit

    Position Overview:As a Portfolio Manager for the AMC, you will play a pivotal role in shaping the Fund's investment approach and managing its investments. Moreover, the position will require an active marketing of the AMC to prospect clients to accomplish an initial milestone of USD 100m AUM within a reasonable timeframe. Portfolio Manager will be expected...

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz CBH Compagnie Bancaire Helvétique SA Vollzeit

    Position Overview:As a Portfolio Manager for the AMC, you will play a pivotal role in shaping the Fund's investment approach and managing its investments. Moreover, the position will require an active marketing of the AMC to prospect clients to accomplish an initial milestone of USD 100m AUM within a reasonable timeframe. Portfolio Manager will be expected...

  • Portfolio Manager

    vor 1 Woche

    Genève, Schweiz CBH Compagnie Bancaire Helvétique SA Vollzeit

    Company Overview: CBH Compagnie Bancaire Helvétique SA (the “Bank” or “CBH”) is dynamically growing Bank with over CHF 14bn in AUM and robust 40% tier 1 capital ratio, as of end of 2023. The Bank is currently focused on further increasing its client base and introducing new products and services to its clients in order to increase fee and...

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz CBH Compagnie Bancaire Helvétique SA Vollzeit

    Company Overview:CBH Compagnie Bancaire Helvétique SA (the “Bank” or “CBH”) is dynamically growing Bank with over CHF 14bn in AUM and robust 40% tier 1 capital ratio, as of end of 2023.The Bank is currently focused on further increasing its client base and introducing new products and services to its clients in order to increase fee and commission...

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz CBH Compagnie Bancaire Helvétique SA Vollzeit

    Company Overview:CBH Compagnie Bancaire Helvétique SA (the “Bank” or “CBH”) is dynamically growing Bank with over CHF 14bn in AUM and robust 40% tier 1 capital ratio, as of end of 2023.The Bank is currently focused on further increasing its client base and introducing new products and services to its clients in order to increase fee and commission...

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz CBH Compagnie Bancaire Helvétique SA Vollzeit

    Company Overview:CBH Compagnie Bancaire Helvétique SA (the “Bank” or “CBH”) is dynamically growing Bank with over CHF 14bn in AUM and robust 40% tier 1 capital ratio, as of end of 2023.The Bank is currently focused on further increasing its client base and introducing new products and services to its clients in order to...

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz Lhh Vollzeit

    Nous sommes à la recherche d'un.e Portfolio Manager possédant de très bonnes capacités d'analyse et à l'aise avec les investissements réalisés en Private Equity, pour rejoindre une société discrète de la place. · Une expérience professionnelle similaire d'au moins 10 ans. · Un diplôme équivalent (ADSEC, CFA, SAQ). · Une aisance avérée dans...

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz Entreprise anonyme Vollzeit

    MAIN DUTIES/RESPONSIBILITIES OF THE ROLE:Implement systematic crypto trading strategy in production and responsible for individual pnlDevelop and improve algorithm trading frameworkImprove pricing/execution/ logicMonitor automated trading stacks including data, execution, riskAdd/combines new alphasPeriodically re-evaluate portfolio allocation and tilt...

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz Entreprise anonyme Vollzeit

    MAIN DUTIES/RESPONSIBILITIES OF THE ROLE:Implement systematic crypto trading strategy in production and responsible for individual pnlDevelop and improve algorithm trading frameworkImprove pricing/execution/ logicMonitor automated trading stacks including data, execution, riskAdd/combines new alphasPeriodically re-evaluate portfolio allocation and tilt...

  • Portfolio Manager

    vor 2 Wochen

    Genève, Schweiz LHH Vollzeit

    Nous sommes à la recherche d'un.e Portfolio Manager possédant de très bonnes capacités d'analyse et à l'aise avec les investissements réalisés en Private Equity, pour rejoindre une société discrète de la place.· Une expérience professionnelle similaire d'au moins 10 ans.· Un diplôme équivalent (ADSEC, CFA, SAQ).· Une aisance...

  • Senior Relationship Manager

    Vor 2 Tagen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Relationship Manager - Trusts & Fiduciary ServicesClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own...

  • Senior Relationship Manager

    vor 20 Stunden

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Relationship Manager - Trusts & Fiduciary ServicesClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own...

  • Senior Relationship Manager

    vor 4 Stunden

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Relationship Manager - Trusts & Fiduciary ServicesClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas...

  • Senior Relationship Manager

    Vor 2 Tagen

    Genève, Schweiz FINDERS SA Vollzeit

    Senior Relationship Manager - Trusts & Fiduciary ServicesClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own...

  • Trust Manager H/F

    Vor 2 Tagen

    Genève, Schweiz Randstad Vollzeit

    JobdescriptionWe are looking for a Trust Manager (M/F) for our client.Job description:• Administer a diverse portfolio of trust structures (including companies) for global clients, monitoring the structures from an administrative, financial and regulatory perspective.• Providing exceptional client service, building and maintaining trust with clients,...

  • Senior Legal Counsel

    vor 5 Stunden

    Genève, Schweiz Michael Page Switzerland Vollzeit

    For one of our client, we are looking for a Finance Lawyer with minimum 8 years PQE in asset financing or corporate finance.Senior Legal Counsel - Financing 100% (m/f)International and prestigious company based in Geneva.DescriptionManage transactions from the term sheet stage to closing, including various types of financings, in collaboration with the...

  • Group Financial Reporting Manager

    Vor 4 Tagen

    Genève, Schweiz Michael Page Switzerland Vollzeit

    In order to strengthen the group Financial HQ, we are seeking a Group Financial Reporting Manager reporting directly to the VP Group Accounting & Consolidation.As part of the day to day you will collaborate closely with the group Finance and business teams around the world and oversee the financial reporting and communication as well as be part of important...