Investment Portfolio Specialist
vor 1 Woche
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.
-
Investment Portfolio Specialist
vor 1 Monat
Genf, Genf, Schweiz Entreprise anonyme VollzeitJob OverviewAs a Portfolio Manager at Entreprise anonyme, you will be responsible for monitoring the investment process and managing model portfolios as well as real clients' portfolios.Key ResponsibilitiesValidate the suitability of the investments.Maintain and update the Credit Facility spreadsheet.Monitor and update the clients' LTVs.Maintain and update...
-
Private Equity Investment Specialist
vor 4 Wochen
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout This OpportunityOur client, a leading family office, is seeking a highly skilled Private Equity Investment Specialist to join their team. Key Responsibilities:Develop and maintain financial models to support investment decisions.Conduct thorough market research and due diligence on potential deals.Collaborate with stakeholders to structure and...
-
Investment Portfolio Strategist
vor 2 Wochen
Genf, Genf, Schweiz Entreprise anonyme VollzeitJob OverviewWe are seeking an experienced Investment Portfolio Strategist to join our team at Entreprise anonyme.
-
Senior Investment Portfolio Coordinator
vor 1 Woche
Genf, Genf, Schweiz Spring Equity Partners SA Vollzeit**Job Title:** Senior Investment Portfolio Coordinator**Overview:We are seeking an experienced investment professional to join our team as a Senior Investment Portfolio Coordinator at Spring Equity Partners SA in downtown Geneva.**Salary: CHF 80,000 - CHF 100,000 per year**Responsibilities:** The Senior Investment Portfolio Coordinator will play a key role...
-
Real Estate Investment Manager
vor 3 Wochen
Genf, Genf, Schweiz Pictet VollzeitAbout PictetPictet Alternative Advisors (PAA) is a leading alternative investment specialist and wholly owned subsidiary of the Pictet Group.Our expertise spans hedge funds, private equity, and global real estate. With globally based teams, we construct, manage, and advise on portfolios of alternative investment solutions for institutional and private...
-
Portfolio Investment Strategist
vor 2 Wochen
Genf, Genf, Schweiz Spring Equity Partners SA VollzeitAbout the RoleWe are seeking a highly skilled Portfolio Investment Strategist to join our team at Spring Equity Partners SA in downtown Geneva. This is a challenging and rewarding opportunity for an experienced professional looking to advance their career in wealth management.Key ResponsibilitiesBudget Management: Assist in the daily management of investment...
-
Private Equity Administrator
vor 3 Wochen
Genf, Genf, Schweiz Michael Page VollzeitAbout the RoleWe are seeking a skilled Private Equity Administrator to join our team as a Portfolio Specialist. This is an exciting opportunity for someone with a passion for private equity and a keen eye for detail.Key Responsibilities:Transaction Processing and Monitoring: Execute and monitor private equity transactions, including capital calls,...
-
Senior Portfolio Management Specialist
vor 2 Wochen
Genf, Genf, Schweiz Spring Equity Partners SA Vollzeit**Job Description:**We are seeking an experienced Senior Portfolio Management Specialist to join our team at Spring Equity Partners SA in downtown Geneva. As a key member of our family office, you will play a vital role in the daily management of investment portfolios.**Key Responsibilities:Investment Support: Assist in monitoring market trends and...
-
Investment Support Specialist
vor 4 Wochen
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout the RoleWe are seeking a skilled Investment Support Specialist to join our team in Geneva. As an essential member of our organization, you will play a key role in ensuring the smooth operation of our investment activities.
-
Senior Investment Management Specialist
vor 1 Woche
Genf, Genf, Schweiz Spring Equity Partners SA VollzeitJob Overview">We are seeking a highly skilled and experienced Senior Investment Management Specialist to join our team at Spring Equity Partners SA in downtown Geneva.">About the Role">This is an exciting opportunity for a motivated and detail-oriented individual to support our investment management activities, focusing on portfolio management, client...
-
Financial Services Professional
vor 2 Wochen
Genf, Genf, Schweiz Spring Equity Partners SA VollzeitAbout the RoleSpring Equity Partners SA is seeking an experienced Financial Services Professional to support our investment portfolio management team in Geneva. This role involves providing administrative assistance with daily investment activities, including monitoring market trends and implementing strategies.We are looking for a detail-oriented individual...
-
Investment Risk Specialist
Vor 5 Tagen
Genf, Genf, Schweiz Michael Page VollzeitAt Michael Page, we are seeking a highly skilled Investment Risk Specialist to join our team.The ideal candidate will have a strong background in finance and investment risk management, with experience in reviewing investments, performing NAV coherence checks, and monitoring internal control systems.We offer a competitive salary of $80,000 - $120,000 per...
-
Private Equity Investment Specialist
vor 2 Wochen
Genf, Genf, Schweiz Pictet VollzeitPictet Alternative Advisors (PAA) is a leading alternative investment specialist with expertise in hedge funds, private equity and global real estate.The Multi Manager PE Investor Relations team seeks a highly motivated and driven individual to assist with the marketing and distributing Private Equity investment solutions. As an Intern - Investor Relations...
-
Strategic Portfolio Manager
vor 1 Woche
Genf, Genf, Schweiz Entreprise anonyme VollzeitCompany OverviewWe are a leading private equity and real estate investment firm seeking an experienced Strategic Portfolio Manager to join our team.Job Description: As a key member of our investment team, you will be responsible for monitoring the investment process, managing model portfolios, and validating the suitability of investments.Key...
-
Genf, Genf, Schweiz Michael Page - Switzerland VollzeitAbout Michael Page SwitzerlandLocation: SwitzerlandWe are currently seeking a highly skilled Strategic Portfolio Manager for Private Equity Investments to join our team in Switzerland. The estimated annual salary for this position is approximately 120,000 CHF.Job Description:The successful candidate will be responsible for overseeing the management of a...
-
Financial Portfolio Manager
vor 1 Monat
Genf, Genf, Schweiz Entreprise anonyme VollzeitKey Responsibilities:We are seeking a highly skilled Financial Portfolio Manager to join our team at Entreprise anonyme.The ideal candidate will possess excellent analytical and communication skills, with a strong background in investment portfolio management.Key Responsibilities:Monitor and manage investment portfolios, ensuring optimal returns and risk...
-
Strategic Investment Specialist
vor 4 Wochen
Genf, Genf, Schweiz Lotus Partners VollzeitKey Responsibilities Support investment teams in developing strategic approaches. Collaborate with the team to provide innovative solutions. Define investment strategies that meet client goals. Communicate complex information in a clear and concise manner to clients and portfolio managers. Prepare detailed reports and summaries in English and...
-
Senior Investment Risk Specialist
Vor 7 Tagen
Genf, Genf, Schweiz Michael Page VollzeitAbout the Role:">We are seeking a Senior Investment Risk Specialist to join our team at Michael Page.">Job Description:">">Risk Management">">Establish and Review Investments Risk Profiles">">NAV Coherence Checks">Risk Review of Investment Decisions">Internal Control System Monitoring">Review of Enterprise Risk Management Framework">Operational Process...
-
Real Estate Investment Manager Executive
vor 1 Monat
Genf, Genf, Schweiz Pictet VollzeitAbout the RolePictet Alternative Advisors, a leading alternative investment specialist and wholly owned subsidiary of the Pictet Group, is seeking a highly experienced Real Estate Investment Manager to join its dynamic and growing multi-manager real estate team.As a key member of the team, you will be responsible for steering the development of the real...
-
Private Equity Operations Specialist
Vor 3 Tagen
Genf, Genf, Schweiz Michael Page VollzeitJob Title: Private Equity Operations SpecialistAbout the Role:This exciting opportunity is a key position in our Michael Page team, supporting the growth of private equity operations. As a specialist, you will be responsible for ensuring seamless transaction processing and monitoring, portfolio management, valuation and reconciliation, and investor relations...