Portfolio Manager

vor 4 Wochen


Genève, Schweiz Entreprise anonyme Vollzeit

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.

 

 

 


  • Portfolio Manager

    vor 4 Wochen


    1204 Genève, Schweiz Entreprise anonyme Vollzeit

    Job Description: Private Equity & Real Estate Immobilier:Real estate fund management experienceCreation and management of a real estate fund Private EquityMonitor the investment processManage model portfolios as well as real clients’ portfoliosValidate the suitability of the investments.Maintain and update the Credit Facility spreadsheet.Monitor and...

  • Portfolio Manager

    vor 2 Wochen


    Genève, Schweiz jobup Vollzeit

    Nous sommes un Family Office à la recherche d un(e) Portfolio Manager Senior, passionné(e) par la gestion de fortune, pour un CDI avec entrée Si vous avez une solide expérience en equity et fonds d investissement et que vous souhaitez rejoindre une équipe dynamique et un environnement de gestion personnalisé, cette opportunité est faite pour...

  • Portfolio Manager

    vor 4 Wochen


    Genève, Schweiz jobup Vollzeit

    Nous sommes un Family Office à la recherche d’un(e) Portfolio Manager Senior spéacialisé en Private Equity & Real Estate, passionné(e) par la gestion de fortune, pour un CDI avec entrée immédiate. Si vous avez une solide expérience en private equity et fonds d'investissement et que vous souhaitez rejoindre une équipe dynamique et un environnement...


  • Genève, 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 do" and,...

  • Portfolio Manager

    vor 1 Monat


    Genève, Schweiz Entreprise anonyme Vollzeit

    Nous sommes un Family Office à la recherche d’un(e) Portfolio Manager Senior spéacialisé en Private Equity & Real Estate, passionné(e) par la gestion de fortune, pour un CDI avec entrée immédiate. Si vous avez une solide expérience en private equity et fonds d'investissement et que vous souhaitez...


  • Genève, Schweiz PLEION SA Vollzeit

    PLEION SA est l'un des principaux gestionnaires de fortune indépendants en Suisse, réglementé par la FINMA, avec des bureaux à Genève, Zurich, Berne, Lausanne, Sion, Nyon et Verbier. Nous sommes à la recherche pour notre bureau de Genève d’un(e) Portfolio Manager – Investment Advisor (français/anglais)Principales responsabilitésIdentifier et...

  • Asset Manager

    vor 2 Wochen


    Genève, Schweiz Manpower Vollzeit

    Your mission Your profileYour responsibilities - Asset Manager specialized primarily in Structure Products, as well as Bonds, Equities and Funds - Reporting to the Investment Committee and working closely with Advisory Team and the Head of Structuring and Distribution - Effectively run Discretionary Portfolio Management (DPM) portfolios following the...


  • Genève, Schweiz International Telecommunication Union (ITU) Vollzeit

    INTERNATIONAL TELECOMMUNICATION UNION - ITU is the leading United Nations agency for information and communication technologies, with the mission to connect the world. To achieve this, ITU manages the radio-frequency spectrum and satellite orbits at the international level, works to improve communication infrastructure in the developing world, and...


  • Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    As a renowned Swiss banking specialist in commodity trade finance, we offer more than just a job.Join us and embody our core values of respect, reliability, diversity, integrity, transparency, sustainability, innovation, and cooperation.To strengthen our Commodity Trade Finance (CTF) department, we are currently looking for aCommodity Trade Finance -...


  • Genève, Schweiz FICOBA Vollzeit

    Our agency has been operating since 1982 as experts in recruitment of highly skilled candidates. We appear as the closest partner of a demanding clientele truly concerned by the choice of their future temporary and permanent co-workers.For one of our clients, we are looking for a skilled :Transaction Services Account Manager (M/F)Responsibilities:You will be...


  • Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    Are you passionate about teamwork and thrive in a dynamic work environment? Here is an exciting career opportunity! PURPOSE OF THE ROLEThe role of the Relationship Manager is to maintain and develop an assigned portfolio of customers operating in trade finance activities, within the frame of the strategy set up by the Management and under the directions...


  • Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    Are you passionate about teamwork and thrive in a dynamic work environment? Here is an exciting career opportunity!PURPOSE OF THE ROLEThe role of the Relationship Manager is to maintain and develop an assigned portfolio of customers operating in trade finance activities, within the frame of the strategy set up by the Management and under the directions given...


  • Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    Are you passionate about teamwork and thrive in a dynamic work environment? Here is an exciting career opportunity!   PURPOSE OF THE ROLEThe role of the Relationship Manager is to maintain and develop an assigned portfolio of customers operating in trade finance activities, within the frame of the strategy set up by the Management and under the...


  • Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    As a renowned Swiss banking specialist in commodity trade finance, we offer more than just a job. Join us and embody our core values of respect, reliability, diversity, integrity, transparency, sustainability, innovation, and cooperation. To strengthen our Commodity Trade Finance (CTF) department, we are currently looking for a Commodity Trade Finance...


  • Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    As a renowned Swiss banking specialist in commodity trade finance, we offer more than just a job. Join us and embody our core values of respect, reliability, diversity, integrity, transparency, sustainability, innovation, and cooperation.To strengthen our Commodity Trade Finance (CTF) department, we are currently looking for a Commodity Trade Finance -...


  • Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    As a renowned Swiss banking specialist in commodity trade finance, we offer more than just a job. Join us and embody our core values of respect, reliability, diversity, integrity, transparency, sustainability, innovation, and cooperation.To strengthen our Commodity Trade Finance (CTF) department, we are currently looking for a Commodity Trade Finance -...


  • Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    As a renowned Swiss banking specialist in commodity trade finance, we offer more than just a job. Join us and embody our core values of respect, reliability, diversity, integrity, transparency, sustainability, innovation, and cooperation.To strengthen our Commodity Trade Finance (CTF) department, we are currently looking for a Commodity Trade Finance -...


  • Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    As a renowned Swiss banking specialist in commodity trade finance, we offer more than just a job.Join us and embody our core values of respect, reliability, diversity, integrity, transparency, sustainability, innovation, and cooperation.To strengthen our Commodity Trade Finance (CTF) department , we are currently looking for aCommodity Trade Finance -...


  • Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    Are you passionate about teamwork and thrive in a dynamic work environment? Here is an exciting career opportunity!PURPOSE OF THE ROLEReporting to the Group Head, the role of the Transaction Manager is to ensure the day to day management and monitoring of the Commodity Trade Finance transactions of the assigned clients’ portfolio in close collaboration...


  • Genève, Schweiz Banque de Commerce et de Placements SA Vollzeit

    As a renowned Swiss banking specialist in commodity trade finance, we offer more than just a job. Join us and embody our core values of respect, reliability, diversity, integrity, transparency, sustainability, innovation, and cooperation. To strengthen our Commodity Trade Finance (CTF) department, we are currently looking for a  Commodity Trade Finance -...