Investment Planning Specialist

Job OverviewTerminal Investment Limited is seeking a highly skilled Senior Analyst – Financial Planning & Investment Analysis to join our team.The ideal candidate will be responsible for preparing and analyzing the Group's long-term financial forecasts at the portfolio level, as well as providing investment and strategic analysis to Senior Management and...

Company Overview:The Alternative Investments Group at J.P. Morgan plays a vital role in selecting and distributing alternative asset managers for Global Wealth Management clients. This involves close collaboration with asset managers, investment specialists, and clients to explore alternative investment opportunities.With over $160 billion of client capital...

Job SummaryWe are looking for an Investment Banking Specialist to join our team in Geneva. The successful candidate will have around 3-4 years of experience in transaction services or corporate finance, with a strong understanding of financial analysis and financial modelling skills.As a key member of the Portfolio team, you will support portfolio managers...

About Our ClientOur client is a reputable private bank in Geneva, Switzerland.Job DescriptionWe are seeking an experienced Investment Solutions Specialist to oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions aligned with client risk profiles.This role involves generating and presenting innovative...

Catalytic's mission is to accelerate the design and deployment of catalytic finance solutions for sustainable infrastructure projects. We aim to ensure positive social and environmental outcomes in addition to financial returns for impact investors by identifying and developing robust project pipelines and deploying technical assistance.We are seeking an...

At Mercuria, we are a leading independent energy and commodity group connecting markets to advance the energy transition. Our team is committed to supporting the world's energy needs by trading, structuring finance, and investing in strategic assets and companies. We strive to generate sustainable, affordable, and reliable energy systems for future...

Job DescriptionThe Investment and Suitability Risk Officer will manage suitability and risk compliance for the Group's Wealth Management, ensuring regulatory adherence and robust control measures. This role requires an autonomous, solution-oriented individual capable of handling diverse tasks, from regulatory compliance to investment oversight, while...

The programmeThis 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 foundations for your...

Private Equity Fund ManagerWe are seeking a highly experienced Private Equity Fund Manager to join our team at Nexxtalent. As a key member of our investment team, you will be responsible for identifying, evaluating, and executing investment opportunities that align with our firm's strategy.Your primary focus will be on developing and maintaining...

About deVere & Partners Switzerland SAWe strive to make a significant difference in our clients' lives by providing expert financial guidance. Our commitment to excellence and dedication to delivering exceptional results set us apart in the financial services industry.Role DescriptionWe are seeking a highly skilled Insurance and Financial Advisor to join our...

About the RoleActive involvement in research, due diligence and monitoring of fund investments;Conduct screening and research about various Hedge Funds strategies;Support portfolio management, investment monitoring and client reporting;Help to develop investment due diligence reports, monitoring reports and other memorandums;Contribute to the decision-making...

About the RoleWe are seeking a highly skilled Senior Associate to join our team of Client Advisors in Geneva. As a key member of our Private Banking division, you will be responsible for providing exceptional wealth management solutions to our high net worth clients.Our ideal candidate is a dynamic and credible professional with a proven track record of...

As a trusted partner in investment management, AP Executive is committed to delivering exceptional results.We are seeking a highly skilled Financial Modelling Expert to join our team in Geneva or Zurich and drive the success of our clients through expert financial analysis and strategic decision-making.The ideal candidate will have:Demonstrated expertise in...

The Investment Advisory Professional at Private Client Consultancy provides expert guidance to clients on investment strategies and wealth management. As a member of our team, you will work closely with clients to understand their unique needs and develop tailored plans to achieve their financial goals.About the RoleThis is a dynamic and entrepreneurial role...

Investment Banking InternWe are seeking a motivated undergraduate, recent graduate, or career changer with a strong passion for investment banking. This internship offers hands-on experience in market analysis, financial modeling, valuation techniques, and deal structuring.This opportunity is ideal for individuals looking to build a career in finance,...

At Lombard Odier, we are seeking a skilled Equity Research Analyst to join our team. Our Maison is renowned for its commitment to sustainable investing and provides a comprehensive offering of discretionary and advisory portfolio management, wealth services, and custody. This role will involve conducting fundamental analysis of large- and mid-caps across...

As a Financial Services Specialist at Private Client Consultancy, you will play a pivotal role in delivering tailored financial solutions to our clients.About the RoleYou will be responsible for building and maintaining long-term relationships with clients, providing expert advice on their financial goals and objectives.Deliver personalized financial plans,...

Catalytic's mission is to accelerate the design and deployment of catalytic finance solutions for sustainable infrastructure projects. We identify and develop robust project pipelines, deploy technical assistance to support infrastructure projects to become more investible and impactful, ensuring positive social and environmental outcomes in addition to...

Job RequirementsWe are looking for a highly motivated and organized individual with excellent communication skills. The ideal candidate should possess a strong understanding of finance, investments, and sustainability principles.

Catalytic is committed to accelerating the design and deployment of catalytic finance solutions for sustainable infrastructure. As an Ocean Finance Specialist, you will play a crucial role in supporting our efforts to enhance the investibility and impact of infrastructure projects. Your expertise in business development and financial models of infrastructure...