Portfolio Performance Analyst

Vor 3 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.

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