Portfolio Performance Analyst
Vor 3 Tagen
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.
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.
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