Portfolio Analyst/Manager

vor 10 Stunden

Genf, Genf, Schweiz FICOBA SA Vollzeit

Are you ready to join a human-sized financial firm known for its excellence, client focus, and analytical depth?

We are looking for a Portfolio Analyst / Manager with a passion for financial markets, data-driven insights, and portfolio management.

Responsibilities :

Portfolio Analysis & Management

  • Develop and apply strong quantitative portfolio-analysis skills.
  • Analyze client portfolios using data and aggregation platforms to produce insightful, data-driven reports.
  • Deliver clear rebalancing recommendations focused on performance, risk, and strategic alignment.

Analytical Systems & Tools

  • Contribute to the effective use and maintenance of the firm's data and portfolio-aggregation systems.
  • Ensure high-quality client and internal reporting, monitor portfolio risk exposures, and identify optimization opportunities.
  • Take ownership of mastering analytical tools critical to the firm's client-servicing capabilities.

Professional Due Diligence Across Asset Classes

  • Conduct due diligence across multiple asset classes including Equities, Fixed Income, Commodities, FX, and Alternatives.
  • Assess the quality, risk, and suitability of instruments within broader portfolio strategies.
  • Go beyond surface-level product knowledge to deliver real investment insight.

Client Advisory & Relationship Management :

  • Support and strengthen client relationships through professional, portfolio-level advice.
  • Provide recommendations backed by quantitative analysis and sound investment rationale.
  • Act as a trusted partner in helping clients achieve their investment objectives.

Profile :

  • University degree in Finance, Economics, Financial Engineering or a related field.
  • Initial experience in portfolio analysis, asset management, or investment advisory.
  • Strong command of data analytics tools and a genuine interest in technology applied to finance.
  • Analytical mindset, rigor, autonomy, and a strong sense of client service.
  • Fluent in English (French is a plus).

Environment :

  • A collaborative, entrepreneurial environment where your ideas and expertise make a difference.
  • A genuine opportunity to develop advanced analytical and portfolio-management skills.
  • Direct involvement in shaping client strategies and driving portfolio performance.
  • A culture built on excellence, curiosity, and long-term client relationships.

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