Portfolio Manager

vor 3 Wochen


Geneva, 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 les investissements en Private Equity via des fonds d'investissement.
• Une solide compréhension des réglementations LBA, LSFIN, LEFIN.
• Une maîtrise avancée de l'anglais et du français.

• Assurer un suivi actif du portefeuille de clients.
• Préparer des rapports de gestion détaillant les transactions réalisées ainsi que les performances des portefeuilles des comptes.
• Effectuer des analyses approfondies des différentes classes (un fonds de fonds).
• Collaborer avec les équipes pour accompagner et exécuter les transactions.
• Jouer un rôle essentiel dans la communication avec l'équipe compliance et les actionnaires.
• Préparer des propositions d'investissement sur mesure en fonction du profil de risque des clients.
• Établir des rapports de gestion détaillés sur les transactions et les performances des portefeuilles des clients.


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