Portfolio Manager

vor 1 Woche


Fribourg, 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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