Elevated Portfolio Manager

vor 4 Wochen


Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit
About Our Single-Family Office in Geneva

A premier single-family office in Geneva seeks an accomplished portfolio manager to oversee all account activities, including data entry and verification of financial flows, classification, and regular updates of all asset databases within portfolios. This role requires strong analytical and synthesis skills, precision, and a high level of autonomy.

Key Responsibilities
1. Account Oversight: Oversee all account activities, including data entry, verification of financial flows, classification, and regular updates of all asset databases within portfolios.
2. Transaction Management: Handle all transaction verifications, data entry, and instruction details for interbank operations (internal databases and banking platforms).
3. Reporting and Reconciliation: Prepare monthly portfolio valuation and asset reconciliation reports, ensuring consistency and investigating any significant discrepancies.
4. Database and Record Maintenance: Update and maintain investment activity and performance databases, keeping structured, up-to-date records for all investment files.
5. Process Improvement Projects: Initiate, lead, and manage projects aimed at optimizing support processes for investment activities.

Requirements
Language Proficiency: Fluency in French and English (minimum B2 level). Key Attributes: Precision and rigor, high level of autonomy, strong analytical and synthesis skills, efficiency and comfort with numerical data, proactivity, and excellent communication and writing skills in both French and English.
Technical Skills: Expertise in financial instruments (equities, bonds, funds, hedge funds, etc.), proficiency with Windows tools, familiarity with Bloomberg, and IT/programming skills are a strong plus.

What We Offer
A competitive salary of CHF 120,000 - 150,000 per annum, depending on experience, a nice working environment, and a great opportunity to learn new skills and work with a top-notch team in Geneva.

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