Investment Analyst
vor 1 Woche
Our client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities. Reporting / Junior Investment Analyst Our client is a small-sized company within the financial services sector in Geneva. Description Key Responsibilities Portfolio Data & Reporting - Maintain high-quality portfolio data across multiple custodians and investment vehicles. - Reconcile portfolios in the firm's PMS system and ensure consistency across reporting sources. - Process and interpret statements for private assets (capital calls, distributions, valuations). - Review client portfolios and prepare consolidated reporting packages. Investment Support & Analysis - Support the investment team with preliminary analysis on securities, funds, and private investments. - Contribute to monitoring portfolio exposures, liquidity, and performance drivers. - Assist with the preparation of investment notes, presentations, and internal materials. - Participate in due-diligence work on external managers and co-investment opportunities. Operational & Project Support - Liaise with banks, fund administrators, and external providers to resolve data or reporting queries. - Help improve internal tools, workflows, and reporting infrastructure as the investment platform scales. - Contribute to periodic portfolio rebalancing and ensure proper execution follow-up. Profile We are looking for someone who is curious, structured, and adaptable, with a strong sense of ownership and attention to detail. - 3-4 years of experience in a portfolio reporting, investment operations, or PMS environment (family office, wealth manager, private bank, or asset manager). - Solid understanding of portfolio reconciliation, data validation, and multi-custodian reporting. - Strong analytical mindset and advanced proficiency in Excel. - Experience with PMS/consolidation tools (DAPM or similar) is a significant advantage. - Working knowledge of financial instruments (equities, funds, fixed income, alternatives). - Fluent English (spoken and written); any other language is a plus. - CFA Level I or II completed or in progress is highly preferred. - Ability to work in a fast-moving, lean environment with a hands-on attitude. Job Offer This position offers a unique opportunity to gain hands-on exposure across all asset classes within a collaborative and entrepreneurial family office environment. The successful candidate will develop a broad investment skill set while contributing directly to the firm's long-term investment strategy and operational excellence. jidb04c28bafr jit1249afr jpiy25afr
-
Investment analyst
vor 1 Woche
Genève, Schweiz Michael Page Switzerland VollzeitOur client is looking to recruit an Investment Analyst to strengthen its investment team. The organisation manages diversified portfolios across global public and private markets, including traditional asset classes as well as alternative and illiquid investments. Investment Analyst - cross assetOur client is a small-sized company within the financial...
-
Reporting / Junior Investment Analyst
vor 1 Woche
Genève, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities. Reporting / Junior...
-
Reporting / Junior Investment Analyst
vor 1 Woche
Genève, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
-
Investment Analyst
vor 1 Woche
Genève, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
-
Investment Analyst
Vor 7 Tagen
Genève, Schweiz Michael Page Switzerland VollzeitOur client is a small-sized company within the financial services sector in Geneva. Description Key Responsibilities Portfolio Data & Reporting - Ensure the accuracy of private investment data, including the review of capital account statements, distribution notices, and alternative investment documentation. - Maintain and validate client portfolios within...
-
Analyst Sourcing
vor 2 Wochen
Genève, Schweiz ALBEDIS - GENEVE VollzeitFor one of our clients, active in the real estate sector and based in Geneva, we are offering a position as Analyst Sourcing & Transactions - DACH sector - (EN - ALL - FR) H/FPermanent position 100% workload Analyst Sourcing & Transactions - DACH region - (EN - ALL - FR) H/FDESCRIPTION DE LA MISSION The role focuses primarily on the German and Swiss real...
-
Analyst sourcing
vor 1 Woche
Genève, Schweiz ALBEDIS - GENEVE VollzeitFor one of our clients, active in the real estate sector and based in Geneva, we are offering a position as Analyst Sourcing & Transactions - DACH sector - (EN - ALL - FR) H/F Permanent position 100% workload Analyst Sourcing & Transactions - DACH region - (EN - ALL - FR) H/FDESCRIPTION DE LA MISSION The role focuses primarily on the German and Swiss real...
-
Data analyst
vor 3 Wochen
Genève GE, Schweiz Lombard Odier VollzeitAn innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive...
-
Genève, Schweiz PICTET Vollzeit**Programme overview**: - This is a unique 18-month experience, where we offer you a permanent position along with a specific programme involving rotations in different teams to build your expertise and professional skills. Through this programme you will assist with the activities of Pictet Wealth Management (PWM) departments while also laying the...
-
Internship in Investment Management
vor 3 Wochen
Genève GE, Schweiz Lombard Odier VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25...
