Investment Analyst
vor 3 Wochen
- for an international multi-family office
- collaborative and entrepreneurial setting
For our client, a Geneva-based family office investing across public and private markets, including equities, fixed income, hedge funds, venture capital, real estate, and other alternative assets, we are seeking a highly motivated Investment Analyst to join the investment team.
Job Description- Monitor client portfolios, rebalance as needed, communicate updates to clients, and participate in client update calls.
- Conduct detailed investment analysis on individual securities, funds, private investments, and client-specific exposures.
- Monitor and track investments across asset classes, ensuring proper execution and compliance across multiple custodians and jurisdictions.
- Review and track investments in the portfolio consolidation system, ensuring accurate reporting and data integrity.
- Prepare investment reports and presentations for internal reviews and client discussions.
- Participate in investment research, staying up to date on macroeconomic trends, financial markets, and emerging investment opportunities.
- Support due diligence efforts for external fund managers, co-investments, and direct investments.
We are looking for candidates who embody the firm’s core values: integrity, accountability, professionalism, intellectual curiosity, attention to detail, and a strong team-oriented mindset.
- Bachelor's degree or higher in Finance, Economics, Business Administration, or a related field.
- 3 years of experience in finance, investment management, or banking.
- Strong analytical skills with the ability to synthesize complex financial data and present clear conclusions.
- Proficiency in financial modeling and data analysis using Excel.
- Experience with financial research tools, including Bloomberg and other industry platforms.
- Ability to multi-task and prioritize in a fast-paced environment.
- Fluent in English (spoken and written); additional languages are a plus.
- A CFA designation or progress towards one is highly preferred.
A permanent contract in a diverse and growing investment team.
Contact: Julie GuittardQuote job ref: JN-032025-6689049
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