Portfolio Investment Strategist

vor 1 Tag


Genf, Genf, Schweiz Spring Equity Partners SA Vollzeit
About the Role

We are seeking a highly skilled Portfolio Investment Strategist to join our team at Spring Equity Partners SA in downtown Geneva. This is a challenging and rewarding opportunity for an experienced professional looking to advance their career in wealth management.

Key Responsibilities
  • Budget Management: Assist in the daily management of investment portfolios, including monitoring market trends and implementing strategies to achieve optimal returns.
  • Relationship Building: Maintain and strengthen relationships with clients, counterparties, and key stakeholders, ensuring excellent client service and support.
  • Documentation and Compliance: Ensure accurate and timely preparation of investment-related documents, reports, and presentations, as well as adherence to banking documentation policies.
  • Data Analysis: Organize, update, and analyze financial data to support informed investment decisions.
  • Risk Management: Collaborate with the risk management team to ensure compliance with policies and identify potential risks.
Requirements and Qualifications
  • Education: University-level education (minimum BA/BSc) in a relevant field, such as finance or business administration.
  • Experience: At least 5 years of experience in the banking or financial services industry, preferably in a similar role.
  • Languages: Bilingual in French and English (written and spoken).
  • Skills: Solid understanding of banking documentation, financial markets, and investment products, as well as knowledge and experience of banking software.
What We Offer
  • A dynamic and innovative work environment with opportunities for growth and development.
  • Continuous learning opportunities to stay up-to-date with industry developments.
  • A flexible working arrangement with a 60% activity rate, allowing for a healthy work-life balance.
Compensation and Benefits

We offer a competitive salary range of CHF 80,000 - CHF 120,000 per year, depending on experience, plus additional benefits and bonuses.



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