Investment Portfolio Strategist
Vor 2 Tagen
At Capital Group, our dedicated team of experts is driven by a passion for delivering exceptional investment solutions to our esteemed clients. As a key member of our team, you will play a pivotal role in serving as the central point of contact for clients' investment needs and advice, responsible for increasing their share of wallet from existing clients.
Job Overview:
- Partner with Relationship Managers to serve clients across a defined portfolio, ensuring seamless collaboration and expertise in navigating complex client needs.
- Serve as strategic advisor on clients' overall investment portfolios, driving holistic portfolio construction and asset allocation activities to deliver the CIO view.
- Assess clients' risk appetite and maintain up-to-date client risk profiles, regularly reviewed to ensure alignment with their evolving needs.
- Ensure the suitability and appropriateness of all investments for clients, performing corresponding checks to guarantee their interests are prioritized.
Key Responsibilities:
- Collaborate closely with internal partners, including discretionary portfolio managers and product specialists, to deliver the firm's best capabilities and solutions.
- Proactively identify needs and opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates, and alternative investments.
- Manage risks while maximizing financial returns in line with regulations, adhering to professional, legal, and ethical boundaries.
- Understand classic banking product needs to identify opportunities and connect clients with relevant product specialists.
- Monitor clients' asset allocation and provide ideas for rebalancing based on the CIO view.
-
Investment Portfolio Manager
Vor 5 Tagen
Genf, Genf, Schweiz Banque Pictet & Cie SA VollzeitPictet Asset Management (Pictet AM) is a global investment manager that oversees the assets of some of the world's largest institutions, financial intermediaries, and their clients. Our culture values independent thinkers and centres around investment excellence, a long-term perspective, and dedication to client service.The Indexed Equities team manages...
-
Portfolio Investment Manager
Vor 7 Tagen
Genf, Genf, Schweiz Gunvor Group VollzeitJob DescriptionWe are looking for a Portfolio Investment Manager 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...
-
Strategic Portfolio Manager
vor 1 Tag
Genf, Genf, Schweiz Terminal Investment Limited VollzeitJob OverviewTerminal Investment Limited is seeking a highly skilled Strategic Portfolio Manager to lead the optimization of its terminal investments. The ideal candidate will possess excellent analytical skills, strong business acumen, and the ability to drive results-oriented decision-making.This role offers a unique opportunity to work across various...
-
Portfolio Optimization Specialist
vor 1 Tag
Genf, Genf, Schweiz Terminal Investment Limited VollzeitAbout the RoleTerminal Investment Limited is seeking a highly skilled Portfolio Optimization Specialist to join its team. The ideal candidate will possess excellent analytical skills, strong business acumen, and the ability to drive results-oriented decision-making.This role offers a unique opportunity to work across various business functions, including...
-
Terminal Investment Leader
vor 1 Tag
Genf, Genf, Schweiz Terminal Investment Limited VollzeitJob DescriptionWe are seeking an experienced Terminal Investment Leader to oversee and optimize the performance of a portfolio of terminal investments within Terminal Investment Limited (TiL). As a key representative in terminal joint ventures, you will drive value creation, operational excellence, and long-term strategic growth.This role involves close...
-
Index Portfolio Strategist
Vor 7 Tagen
Genf, Genf, Schweiz Pictet Group VollzeitCareer Opportunities: Index Portfolio ManagerPictet Asset Management (Pictet AM) offers exciting opportunities for experienced professionals to join its Indexed Equities team.The team manages mandates for sophisticated institutional clients, overseeing index-tracking investment funds across Swiss and international equities.We value our employees' expertise...
-
Portfolio Manager
Vor 7 Tagen
Genf, Genf, Schweiz Pictet Group VollzeitCareer Opportunities: Index Portfolio ManagerPictet Asset Management is a leading investment firm that manages assets for some of the world's largest institutions and financial intermediaries.Our culture values independent thinking, investment excellence, and client service. We welcome sophisticated and demanding institutional clients to our Indexed Equities...
-
Portfolio Leadership Expert
Vor 7 Tagen
Genf, Genf, Schweiz Michael Page Switzerland VollzeitMichael Page Switzerland is seeking an experienced Portfolio Leadership Expert to join its Investment Team in Geneva or Zurich.This role combines strategic portfolio leadership with client advisory, offering an opportunity to drive investment performance while collaborating with relationship managers and mentoring junior team members.The ideal candidate will...
-
Senior Portfolio Manager
vor 1 Woche
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout Our Client Private Bank in Geneva. Job Description Portfolio Strategy & Management: Oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions aligned with client risk profiles. Investment Advisory: Generate and present innovative investment ideas to relationship managers and select clients,...
-
Strategic Portfolio Leader
Vor 7 Tagen
Genf, Genf, Schweiz WorldQuant VollzeitAbout the RoleThis position offers a unique opportunity for an autonomous investment professional to lead and manage their own quantitative investment portfolio, with full autonomy to build their research pipeline and grow their team.
-
Financial Portfolio Strategist
Vor 4 Tagen
Genf, Genf, Schweiz Lotus Partners VollzeitRole OverviewWe are seeking a seasoned professional to lead our portfolio management team at Lotus Partners.The successful candidate will be responsible for crafting tailored solutions aligned with client risk profiles, driving growth in advisory services, and mentoring junior team members.This is an excellent opportunity for a results-driven individual who...
-
Investment Strategy Manager
Vor 7 Tagen
Genf, Genf, Schweiz Michael Page Switzerland VollzeitOur client is seeking a skilled Investment Strategy Manager to join its Investment Team in Geneva or Zurich.This role offers a unique opportunity to drive investment performance while collaborating with relationship managers and mentoring junior team members.The successful candidate will have experience in private banking with a strong background in finance...
-
Investment Analyst
Vor 6 Tagen
Genf, Genf, Schweiz Lombard Odier Group VollzeitAt Lombard Odier Group, we are committed to delivering exceptional investment solutions for our private clients. As a renowned global wealth and asset manager, we offer a comprehensive range of discretionary and advisory portfolio management services, wealth services, and custody.We take pride in our innovative approach to sustainable investing, which has...
-
Investment Banking Specialist
Vor 7 Tagen
Genf, Genf, Schweiz Gunvor Group VollzeitJob 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...
-
Quantitative Investment Manager
Vor 7 Tagen
Genf, Genf, Schweiz WorldQuant VollzeitCompany OverviewWorldQuant is a leading global investment firm seeking a highly skilled and experienced Independent Portfolio Manager to join our team.
-
Energy Transition Portfolio Manager
Vor 7 Tagen
Genf, Genf, Schweiz Mercuria VollzeitMercuria is one of the world's leading energy and commodity groups dedicated to advancing the energy transition. Our purpose is to connect markets and support the world's energy needs today while generating sustainable, affordable, and reliable energy systems for tomorrow.We are currently seeking an experienced Energy Transition Portfolio Manager to join our...
-
Investment Analyst
vor 1 Woche
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout Our Client For our client, a Geneva-based family office investing across public and private markets, including equities, fixed income, hedge funds, venture capital, real estate, and other alternative assets, we are seeking a highly motivated Investment Analyst to join the investment team. Job Description Monitor client portfolios, rebalance as...
-
Investment Suitability Specialist
Vor 7 Tagen
Genf, Genf, Schweiz Mirabaud VollzeitJob 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...
-
Secondary Investments Expert
Vor 5 Tagen
Genf, Genf, Schweiz PER, Private Equity Recruitment VollzeitAbout the roleWe are working with a global investment manager whose private equity secondaries team is about to launch their 5th vintage and looking for a seasoned investor to join them in Geneva or Zurich. The ideal candidate will have expertise in sourcing new secondary investment opportunities through existing relationships with GPs and intermediaries.Key...
-
Equity Portfolio Manager
Vor 6 Tagen
Genf, Genf, Schweiz Lombard Odier Group VollzeitLombard Odier Group is seeking a talented Equity Research Analyst to join our Investment Solutions department in Geneva. As part of our team, you will be responsible for delivering high-quality research reports and promoting investment ideas to our clients.**Key Performance Indicators:**Deliver high-quality research reports that meet client...