Senior Analyst

vor 7 Stunden

Genf, Genf, Schweiz DAPM SA Vollzeit

Company

:     
DAPM – Dynamic Assets & Performance Monitoring

Position

:

Senior Analyst – Portfolio, Markets, Operations & Client Support (CDI)

Location:

Geneva, Switzerland

DAPM is a fintech company specialized in wealth management supervision, offering cutting-edge asset consolidation services that empower clients with unparalleled efficiency, analytics, and insights.

We are seeking a versatile, proactive professional for a hybrid, cross-functional role combining portfolio analysis, market research, software improvement, operations, client engagement, and project work. This is a unique opportunity to contribute strategically and operationally across the organization.

Your main responsibilities:

·       Analyze and monitor clients' portfolios using our proprietary software

·       Conduct portfolio analysis and prepare high-quality reports integrating performance metrics, market trends, and economic insights.

·       Support client-facing activities, including presentations, portfolio reviews, and system demonstrations.

·       Collaborate with internal teams to optimize and improve proprietary software, processes, and workflows.

·       Support operational tasks to ensure smooth execution of reporting, deliverables, and day-to-day processes.

·   Lead or contribute to cross-functional projects across the organization, driving innovation, operational improvements, and business growth.

Profile:

· Master of Science in Finance (engagement in CFA program highly appreciated).

· Minimum 5 years of experience in portfolio analysis and client support.

· Strong understanding of financial markets, macroeconomic dynamics, and portfolio impacts.

·    Excellent knowledge of financial instruments across asset classes (Equity, Fixed Income, FX, Commodities, Alternatives).

· Experience in financial analysis, client presentations, and portfolio reviews.

· Coding skills a plus (Java, VBA, Python or Power Querry).

· Fluent in English and French, German a plus.

· Excellent writing and communication skills.

· Highly motivated, positive attitude and a willingness to commit to the long-term.

· Swiss or holder of a valid permit.

Contact:
If interested, please send your resume to

DAPM offers dynamic and challenging positions in a collaborative work environment and supports career development.

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