Portfolio Performance Analyst

Vor 7 Tagen


Genf, Genf, Schweiz Michael Page Vollzeit
About Our Client

Our client, a Geneva-based family office, seeks an Investment Analyst to join their investment team, responsible for monitoring and managing client portfolios, conducting financial analysis, and preparing investment reports.

Key Responsibilities
  • Monitor client portfolios, rebalance as needed, and communicate updates to clients.
  • Conduct detailed investment analysis on individual securities, funds, and private investments.
  • Track investments across asset classes, ensuring proper execution and compliance.
  • Review and track investments in the portfolio consolidation system.
  • Prepare investment reports and presentations for internal reviews and client discussions.
  • Participate in investment research and due diligence efforts.
The Ideal Candidate

We are looking for a candidate with a strong educational background in finance, economics, or business administration, and at least 3 years of experience in finance or investment management.

  • Bachelor's degree or higher in Finance, Economics, Business Administration, or a related field.
  • Minimum 3 years of experience in finance, investment management, or banking.
  • Strong analytical skills and proficiency in Excel and financial research tools.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Fluent in English; additional languages are a plus.
  • A CFA designation or progress towards one is highly preferred.


  • Genf, Genf, Schweiz Lombard Odier Group Vollzeit

    Lombard 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...


  • Genf, Genf, Schweiz Tbwa ChiatDay Inc Vollzeit

    About the Role:We are seeking a highly skilled Financial Analyst Portfolio Manager to join our team in Warsaw. As a key member of our P&L Reconciliation & Analysis team, you will play a crucial role in ensuring the accuracy and integrity of our financial reporting.Responsibilities:Perform daily and monthly P&L reconciliations between front office and back...


  • Genf, Genf, Schweiz World Meteorological Organization Vollzeit

    Job Description:The Associate Monitoring Officer will be responsible for supporting the development and implementation of programmatic and project monitoring and evaluation frameworks, as well as contributing to the design and enhancement of metrics for tracking programmatic performance.Main Responsibilities:Support the development and implementation of...


  • Genf, Genf, Schweiz ACCA Careers Vollzeit

    Job OverviewThe role of Investment Analyst at ACCA Careers involves providing analytical support to the investment team, ensuring the optimal performance of client portfolios across various asset classes. This position requires a detail-oriented individual with strong analytical skills, proficiency in financial modeling and data analysis using Excel, and...


  • Genf, Genf, Schweiz Performance Consultant SA Vollzeit

    Nous recherchons un Analyste Financier Senior qui peut nous aider à améliorer nos capacités financières et à atteindre nos objectifs.Description de l'offreÉlaborer et exécuter des analyses financières et budgétaires pour identifier les opportunités et les risques.Contrôler les finances et les budgets pour garantir la conformité et la...

  • Portfolio Manager

    vor 1 Woche


    Genf, Genf, Schweiz Lotus Partners Vollzeit

    For one of our clients, a private bank based in Geneva, we are looking for a: PORTFOLIO MANAGER Job descriptionLead the performance of centralized mandates, conduct weekly portfolio construction meetings, and craft tailored solutions aligned with client risk profiles. Generate innovative investment ideas and present them persuasively to Relationship...


  • Genf, Genf, Schweiz Tbwa ChiatDay Inc Vollzeit

    Portfolio Management and Financial Analysis Job Summary:We are seeking an experienced Portfolio Management and Financial Analysis Lead to join our team in Warsaw. As a key member of our Operations department, you will be responsible for leading portfolio management and financial analysis activities to ensure accurate and timely financial reporting.Key...


  • Genf, Genf, Schweiz Uber Infotech Limited Vollzeit

    Uber Infotech Limited is seeking a Financial Data Analyst Manager to lead our team in analyzing financial data and developing business insights. As a Financial Data Analyst Manager, you will be responsible for managing a team of analysts and developing strategic plans to improve financial performance.Key Responsibilities:Lead a team of analysts to analyze...

  • Analyste Financier

    vor 1 Tag


    Genf, Genf, Schweiz Performance Consultant - Emplois Fixes & Temporaires - Sélection de Cadres Vollzeit

    Vous cherchez un emploi dans le domaine de la comptabilité ? Nous recherchons un analyste financier compétent pour rejoindre notre équipe.MissionNous sommes une banque privée qui recherche un analyste financier pour soutenir nos activités comptables.ResponsabilitésElaborer les notes de frais et factures fournisseurs,Effectuer des réconciliations de...


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

    Company Overview:Banque de Commerce et de Placements SA is a Swiss bank established in 1963, specializing in Commodity Trade Finance and Wealth Management. Our expert Treasury services enable us to provide high-quality banking solutions to clients worldwide.Our bank is supervised by the Swiss financial markets supervisory authority (FINMA) and headquartered...


  • Genf, Genf, Schweiz Gunvor Group Vollzeit

    Role OverviewWe are seeking a Commodity Market Analyst 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 in...

  • Investment Analyst

    Vor 4 Tagen


    Genf, Genf, Schweiz Lombard Odier Group Vollzeit

    At 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...


  • Genf, Genf, Schweiz Memo international Vollzeit

    We are looking for a Boutique Performance Enhancement Professional to join our team at Memo International.The successful candidate will be responsible for enhancing the boutique's performance by supporting the development of the client portfolio and implementing sales strategies.Key Responsibilities :Support the development of the client portfolio.Implement...


  • Genf, Genf, Schweiz Michael Page Switzerland Vollzeit

    Michael 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...


  • Genf, Genf, Schweiz Banque Pictet & Cie SA Vollzeit

    Role ResponsibilitiesDevelop data sets for account and benchmark management in index tracking.Address and track corporate action notifications.Supervise and maintain account information.Implement and manage currency hedging strategies for equity portfolios.Author reports for fund and mandate performance.Design and execute portfolio simulations for...


  • Genf, Genf, Schweiz Pictet Group Vollzeit

    Career 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...


  • Genf, Genf, Schweiz Memo international Vollzeit

    At Memo International, we are seeking a Luxury Retail Portfolio Specialist to join our team.The ideal candidate will support the development of the client portfolio and enhance the boutique's performance, reporting to the Store Manager.Main Responsibilities :Develop the local client portfolio and POS.Provide exceptional shopping and post-sales...


  • Genf, Genf, Schweiz Capital Group International Inc. Vollzeit

    Global HR Operations Analyst PositionWe are seeking a highly skilled and motivated Global HR Operations Analyst to join our team in Geneva. As a Global HR Operations Analyst, you will be responsible for analyzing data and developing insights to inform business decisions and drive organizational growth.Main ResponsibilitiesAnalyze data from various sources,...


  • Genf, Genf, Schweiz Performance Consultant - Emplois Fixes & Temporaires - Sélection de Cadres Vollzeit

    Offre de poste\Nous vous proposons un poste de Analyste du Secteur Bancaire pour soutenir notre équipe de conseil financier.\Rôle\Votre rôle consiste à gérer les notes de frais, les factures fournisseurs et à effectuer des écritures comptables diverses.\Compétences requises\Nous recherchons quelqu'un qui a acquis une solide expérience en...


  • Genf, Genf, Schweiz Lombard Odier Vollzeit

    A 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 offices...