Aktuelle Jobs im Zusammenhang mit Reporting / Junior Investment Analyst - Geneva - Michael Page Switzerland
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Investment Operations Analyst
Vor 4 Tagen
Geneva, GE, Schweiz JPMorganChase VollzeitJOB DESCRIPTIONAre you ready to make a direct impact at the heart of the investment lifecycle? As an Investment Operations Analyst at J.P. Morgan Chase, you will play a pivotal role in supporting the end-to-end transaction process and driving new initiatives. Join our inclusive and innovative team, where your ideas and expertise are valued, and you are...
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Senior Analyst
Vor 7 Tagen
Geneva, Schweiz SOMFY Group VollzeitJob DescriptionWe are seeking a Senior Consolidation & Reporting Analyst reporting directly to the Group Financial Reporting Manager. As part of the day to day you will collaborate closely with Somfy Finance and business team around the world and coordinate the group management accounting and reporting as well as take part on...
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Responsible Investment Analyst
vor 2 Wochen
Geneva, Schweiz Pictet Group VollzeitYour teamAbout Pictet Asset Management (Pictet AM):With over CHF250bn of AuM, Pictet AM manages the assets of some of the world's largest institutions, financial intermediaries, and their clients. Our culture values independent thinkers, centres around investment excellence, and is driven by a long-term outlook and a commitment to exceptional client...
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Responsible Investment Analyst
vor 2 Wochen
Geneva, Schweiz Pictet VollzeitYour team About Pictet Asset Management (Pictet AM): With over CHF250bn of AuM, Pictet AM manages the assets of some of the world’s largest institutions, financial intermediaries, and their clients. Our culture values independent thinkers, centres around investment excellence, and is driven by a long-term outlook and a commitment to exceptional client...
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Responsible Investment Analyst
vor 4 Stunden
Geneva, Schweiz Banque Pictet & Cie SA VollzeitYour team About Pictet Asset Management (Pictet AM): With over CHF250bn of AuM, Pictet AM manages the assets of some of the world’s largest institutions, financial intermediaries, and their clients. Our culture values independent thinkers, centres around investment excellence, and is driven by a long-term outlook and a commitment to exceptional client...
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Credit Analyst
vor 3 Wochen
Geneva, Schweiz Banque Pictet & Cie SA VollzeitYour team Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive range of services for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. You will work as a credit...
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Credit Analyst
vor 13 Stunden
Geneva, Schweiz Pictet VollzeitYour team Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive range of services for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. You will work as a credit...
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Managing director, investment banking, geneva
vor 2 Wochen
Geneva, Schweiz Selby Jennings VollzeitManaging Director, Investment Banking, GenevaLocation:Geneva, SwitzerlandAbout the RoleWe are working with a highly respected, independent advisory firm to appoint aManaging Directorfor their Investment Banking M&A practice in Geneva. This is a senior leadership opportunity for an accomplished deal maker with a proven track record in originating and...
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Managing Director, Investment Banking, Geneva
Vor 7 Tagen
Geneva, Schweiz Selby Jennings VollzeitManaging Director - Investment Banking (M&A) Location: Geneva, Switzerland About the Role We are working with a highly respected, independent advisory firm to appoint a Managing Director for their Investment Banking M&A practice in Geneva. This is a senior leadership opportunity for an accomplished deal maker with a proven track record in originating and...
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Managing Director, Investment Banking, Geneva
Vor 4 Tagen
Geneva, Schweiz Selby Jennings VollzeitManaging Director - Investment Banking (M&A) Location: Geneva, Switzerland About the Role We are working with a highly respected, independent advisory firm to appoint a Managing Director for their Investment Banking M&A practice in Geneva. This is a senior leadership opportunity for an accomplished deal maker with a proven track record in originating and...
Reporting / Junior Investment Analyst
vor 1 Monat
Our client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior Investment AnalystOur client is a small-sized company within the financial services sector in Geneva.Description Key Responsibilities Portfolio Data & ReportingMaintain high-quality portfolio data across multiple custodians and investment vehicles.Reconcile portfolios in the firm's PMS system and ensure consistency across reporting sources.Process and interpret statements for private assets (capital calls, distributions, valuations).Review client portfolios and prepare consolidated reporting packages.Investment Support & AnalysisSupport the investment team with preliminary analysis on securities, funds, and private investments.Contribute to monitoring portfolio exposures, liquidity, and performance drivers.Assist with the preparation of investment notes, presentations, and internal materials.Participate in due-diligence work on external managers and co-investment opportunities.Operational & Project SupportLiaise with banks, fund administrators, and external providers to resolve data or reporting queries.Help improve internal tools, workflows, and reporting infrastructure as the investment platform scales.Contribute to periodic portfolio rebalancing and ensure proper execution follow-up.ProfileWe are looking for someone who is curious, structured, and adaptable, with a strong sense of ownership and attention to detail.3-4 years of experience in a portfolio reporting, investment operations, or PMS environment (family office, wealth manager, private bank, or asset manager).Solid understanding of portfolio reconciliation, data validation, and multi-custodian reporting.Strong analytical mindset and advanced proficiency in Excel.Experience with PMS/consolidation tools (DAPM or similar) is a significant advantage.Working knowledge of financial instruments (equities, funds, fixed income, alternatives).Fluent English (spoken and written); any other language is a plus.CFA Level I or II completed or in progress is highly preferred.Ability to work in a fast-moving, lean environment with a hands-on attitude.Job OfferThis position offers a unique opportunity to gain hands-on exposure across all asset classes within a collaborative and entrepreneurial family office environment. The successful candidate will develop a broad investment skill set while contributing directly to the firm's long-term investment strategy and operational excellence. jidb04c28bafr jit1249afr jpiy25afr
