Investment Portfolio Specialist

vor 1 Woche


Genf, Genf, Schweiz Entreprise anonyme Vollzeit

Entreprise anonyme is seeking an experienced Investment Portfolio Specialist to join our team. As a key member of our investment committee, you will be responsible for managing and optimizing our clients' portfolios.

We offer a competitive salary of $120,000 - $180,000 per year, depending on experience and qualifications.

Job Description:

Our ideal candidate will have significant experience in private equity and real estate fund management. You will be responsible for creating and managing real estate funds, monitoring the investment process, and maintaining and updating credit facility spreadsheets.

You will also be expected to:

  • Validate the suitability of investments
  • Manage model portfolios as well as real clients' portfolios
  • Maintain and update third-party investment products databases
  • Participate in investment committee meetings
  • Daily use and upgrade of portfolio management systems
  • Prepare quarterly reports for clients
  • Respond to specific client requests
  • Write clear and well-informed investment recommendations based on thorough research and analysis
  • Help manage and uphold current client relationships
  • Help optimize control frameworks for verifying banking transactions
  • Ensure conformity with compliance or internal audit rules and best market practices
  • Ensure identification, resolution, and follow-up of trade discrepancies, failures, or customer requests
  • Liaise with other departments or external parties on investments/back-office-related matters

Required Skills and Qualifications:

We are looking for a highly skilled and experienced professional with a strong background in private equity and real estate fund management. The ideal candidate will have:

  • Extensive experience in private equity and real estate fund management
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Proficiency in Microsoft Office and portfolio management systems

Benefits:

We offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off. We also provide opportunities for professional development and career growth.

Others:

The successful candidate will have excellent memo writing skills in both English and French.



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