Portfolio Manager
vor 4 Wochen
Job Description: Private Equity & Real Estate
Immobilier:
Real estate fund management experience
Creation and management of a real estate fund
Private Equity
Monitor the investment process
Manage model portfolios as well as real clients’ portfolios
Validate the suitability of the investments.
Maintain and update the Credit Facility spreadsheet.
Monitor and update the clients' LTVs.
Maintain and update the third-party investment products (Funds, AMCs, Private equity…) database
Participate in investment committee meetings
Daily use and upgrade of the Portfolio Management system (Evoq)
Prepare quarterly reports for clients (Evoq)
Respond to specific client requests
Write clear and well-informed investment recommendations based on thorough research and analysis
Help manage and uphold current client relationships
Help optimize the control framework for verifying banking transactions utilizing automation when appropriate.
Ensure conformity with the Compliance or Internal Audit rules and best market practices.
Ensure identification, resolution, and follow-up of trade discrepancies, failures, or customer requests.
Liaise with other departments or external parties on investments/back-office-related matters
Excellent memo writing skills in both French and English are required.
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Portfolio Manager
vor 4 Wochen
1204 Genève, Schweiz Entreprise anonyme VollzeitJob Description: Private Equity & Real Estate Immobilier: Real estate fund management experience Creation and management of a real estate fund Private Equity Monitor the investment process Manage model portfolios as well as real clients’ portfolios Validate the suitability of the investments. Maintain and update the Credit Facility...
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vor 4 Wochen
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vor 4 Wochen
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vor 4 Wochen
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vor 4 Wochen
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vor 4 Wochen
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