Junior Portfolio Manager, Geneva

vor 4 Wochen


Genf, Schweiz TN Switzerland Vollzeit

Vous rêvez de rejoindre une société de gestion 2.0?

Dynamique et différente des autres?

Vous travaillez avec une équipe jeune, dynamique, avec une composante féminine plus importante que la moyenne et donc une culture d’entreprise aussi différente que celle qu’on trouve dans le monde de la gestion de fortune… on parle 8 langues couramment, l’investissement est au cœur de nos préoccupations.

Nous offrons une évolution claire sur 4 ans à un Junior Portfolio Manager

Responsabilités
  1. Travailler avec les gestionnaires de portefeuille seniors sur les relations avec les clients
  2. Préparer des documents sur mesure pour les clients, par exemple l'analyse de l'attribution des performances, la gestion des flux de trésorerie, l'examen des consolidations, etc.
  3. Participer aux revues et aux rééquilibrage des portefeuilles
  4. Préparer les ordres dans le PMS et faire le suivi avec l’équipe de réconciliation
  5. Gérer toute la partie reporting des Private Equity
  6. Assurer la liaison avec les banques dépositaires et procéder aux rapprochements quotidiens
  7. Interagir avec les banques dépositaires pour négocier les besoins spécifiques des clients (prêts, etc.).
Soutien à l'équipe d'investissement
  1. L'examen/la maintenance et l'ajout de fonds à nos buylist et mise à jour des market sheet
  2. Coordonner l’update de la transparence des fonds dans le PMS
  3. Participer aux réunions des gestionnaires de fonds, y compris les classes d'actifs illiquides
  4. Produire des résumés de réunions de fonds
  5. Comprendre toutes les classes d'actifs (obligations, actions, produits structurés, hedge funds et private equity)
  6. Répondre aux demandes spécifiques des clients à travers des analyses détaillées
  7. Préparer des propositions d’investissement et de collaboration pour les prospects
  8. Participer au meeting client et rédiger les résumés des visites
  9. Envoyer aux clients des rapports mensuels et/ou trimestriels avec le commentaire de marché
Participation à l'équipe d'investissement
  1. La gestion et le suivi des portefeuilles modèles
  2. Avoir une participation active dans les comités d’investissement et donner son input
  3. Proposer des idées d’investissement avec les instruments adéquats pour les clients
#J-18808-Ljbffr

  • Genf, Schweiz Lotus Partners Vollzeit

    For one of our clients, a private bank based in Geneva, we are looking for a:PORTFOLIO MANAGERResponsibilitiesLead the performance of centralized mandates, conduct weekly portfolio construction meetings, and craft tailored solutions aligned with client risk profiles.Generate innovative investment ideas and present them persuasively to Relationship Managers...

  • Portfolio Manager

    vor 3 Wochen


    Genf, Genf, Schweiz Lotus Partners Vollzeit

    For one of our clients, a private bank based in Geneva, we are looking for a: PORTFOLIO MANAGER Job descriptionLead the performance of centralized mandates, conduct weekly portfolio construction meetings, and craft tailored solutions aligned with client risk profiles. Generate innovative investment ideas and present them persuasively to Relationship...

  • PORTFOLIO MANAGER

    vor 3 Wochen


    Genf, Schweiz Lotus Partners Vollzeit

    For one of our clients, a private bank based in Geneva, we are looking for a:PORTFOLIO MANAGERLead the performance of centralized mandates, conduct weekly portfolio construction meetings, and craft tailored solutions aligned with client risk profiles.Generate innovative investment ideas and present them persuasively to Relationship Managers (RMs) and select...

  • PORTFOLIO MANAGER

    vor 3 Wochen


    Genf, Schweiz Lotus Partners Vollzeit

    For one of our clients, a private bank based in Geneva, we are looking for a:PORTFOLIO MANAGERJob descriptionLead the performance of centralized mandates, conduct weekly portfolio construction meetings, and craft tailored solutions aligned with client risk profiles.Generate innovative investment ideas and present them persuasively to Relationship Managers...


  • Genf, Schweiz AP Executive - Global Executive Search Agency Vollzeit

    Our client, an independent trust company, is seeking to recruit a junior trust administrator to support a Senior Trust Manager in managing an interesting client portfolio.Responsibilities:Support the Senior Trust Manager in managing client portfolios.Perform administrative tasks related to trust management.Ensure compliance with relevant regulations and...


  • Genf, Schweiz Trafigura Vollzeit

    Junior Commodity Credit Portfolio Manager page is loadedJunior Commodity Credit Portfolio ManagerApply locations Geneva, Switzerland time type Full time posted on Posted 3 Days Ago job requisition id R-015321Main Purpose:Galena Asset Management is seeking a talented and driven individual to join our team as a Junior Commodity Credit Portfolio Manager. In...


  • Genf, GE, Schweiz Trafigura Vollzeit

    Main Purpose: Galena Asset Management is seeking a talented and driven individual to join our team as a Junior Portfolio Manager. In this role, you will play a crucial part in the day-to-day management of our hedge funds, contributing to our continued success and growth. Knowledge Skills and Abilities, Key Responsibilities: Key Responsibilities: - Trade...


  • Genf, Schweiz Michael Page - Switzerland Vollzeit

    About Our ClientPrivate Bank in Geneva.Job DescriptionPortfolio Strategy & Management: Oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions aligned with client risk profiles.Investment Advisory: Generate and present innovative investment ideas to relationship managers and select clients,...


  • Genf, Genf, Schweiz AP Executive - Global Executive Search Agency Vollzeit

    Our client, an independent trust company, is seeking to recruit a junior trust administrator to support a Senior Trust Manager in managing an interesting client portfolio. Responsibilities: Support the Senior Trust Manager in managing client portfolios. Perform administrative tasks related to trust management. Ensure compliance with relevant regulations and...


  • Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit

    About Our Client Private Bank in Geneva. Job Description Portfolio Strategy & Management: Oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions aligned with client risk profiles. Investment Advisory: Generate and present innovative investment ideas to relationship managers and select clients,...


  • Genf, Schweiz Pictet Group Vollzeit

    Career Opportunities: Index Portfolio Manager (121583)Requisition ID121583-Posted -Switzerland-Geneva- Activity area (1) -Experienced ProfessionalsPictet Asset Management (Pictet AM)manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres around...


  • Genf, Genf, Schweiz Pictet Group Vollzeit

    Career Opportunities: Index Portfolio Manager (121583)Requisition ID121583-Posted -Switzerland-Geneva- Activity area (1) -Experienced ProfessionalsPictet Asset Management (Pictet AM)manages the assets of some of the world's largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres around...


  • Genf, GE, Schweiz skyguide Vollzeit

    Skyguide provides air navigation services in Switzerland and parts of neighbouring countries. With around 1500 employees from more than 30 nations, we are pursuing an ambitious innovation strategy that is based on a strong safety and learning culture. We are guided by four values: “We team up to succeed”, “We drive innovation”, “We own what we...


  • Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    You have a solid experience in Portfolio Management in Private Banking in GenevaYou use Avaloq and speak French and English; German and/or Italien is a plusAbout Our ClientPrivate Bank in Geneva.Job DescriptionPortfolio Strategy & Management: Oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions...


  • Genf, Genf, Schweiz The Lorenz Bahlsen Snack-World GmbH & Co KG Germany Vollzeit

    If you want to help shape a sustainable future, you've come to the right place.We are Lorenz. We have been making snacks for people all over the world for four generations. As an independent family business, we are one of the leading suppliers in the European snack market. With 3.000 employees and 130 years of experience, we want to make the relaxed carefree...

  • Portfolio Manager

    Vor 3 Tagen


    Genf, Genf, Schweiz Start Emploi Vollzeit

    About Start Emploi: A leading Swiss financial institution in Geneva is looking for a full-time permanent position.Job Description:We are seeking an experienced investment portfolio specialist to work with our partner in charge on client relationships. Key responsibilities include managing client portfolios involving different currencies and multiple asset...

  • Portfolio Manager

    Vor 2 Tagen


    Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    About the RoleAs a Portfolio Manager at Michael Page International (Switzerland) SA, you will be responsible for daily reconciliation of portfolios, ensuring positions, cash balances, and valuations are correct. This includes processing hedge fund trades, ensuring smooth execution and proper settlement.You will also manage private market investments,...


  • Genf, Genf, Schweiz The Lorenz Bahlsen Snack-World GmbH & Co KG Germany Vollzeit

    Your FutureLorenz Switzerland AG is looking for a motivated and detail-oriented Junior Procurement Specialist to join our team in Geneva. This role is crucial for ensuring the efficient procurement of materials and services necessary for our operations. As a Junior Procurement Specialist, you will work closely with suppliers and internal teams to manage...


  • Genf, Genf, Schweiz Salt Mobile SA Vollzeit

    About the RoleWe are seeking an experienced Marketing Portfolio Manager to join our team. In this role, you will be responsible for owning and developing our product portfolio as an entrepreneur. This includes analyzing the results of implemented campaigns/promotions daily, delivering regular reports, and proposing ways of performance optimization.The...


  • Genf, Genf, Schweiz Rothschild & Co Vollzeit

    Fixed Income Portfolio Manager page is loadedFixed Income Portfolio ManagerApply locations: Zurich, GenevaTime type: Full timePosted on: Posted 2 Days AgoJob requisition id: JR013365About UsRothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's...