Equity Analyst

vor 2 Wochen

Genf, Genf, Schweiz Lotus Partners Vollzeit

Description de poste

For one of our clients, a Family Office based in Geneva, we are looking for an:

EQUITY ANALYST - ASSISTANT PORTFOLIO MANAGER

Job description

Equity Investments

Generate investment ideas and actionable recommendations through stock screening, discussions with sell-side analysts or investment specialists, and in-depth fundamental research. Produce comprehensive company analysis reports to support investment decisions.

Portfolio Monitoring

Cover existing equity holdings: prepare write-ups on periodic results, monitor daily corporate news, and track portfolio performance. Build customised performance analysis reports; conduct P&L reconciliation and performance attribution. Maintain and enhance analytical models; develop new tools and processes to track market data and trends.

Trade Execution

Execute trades across asset classes (equities, options, bonds, FX) in coordination with internal stakeholders and external partners.

Private Equity Coverage

Monitor private equity fund investments: prepare internal periodic investment and performance reports. Maintain regular communication with fund managers and participate in investor update calls.

Operational Support

Act as back-up for selected operational and middle-office tasks related to investment portfolios.

Required profile

Minimum 4 to 5 years of experience in equity research or equity investments (buy-side or sell-side). Strong analytical skills with excellent quantitative capabilities and meticulous attention to detail. High proficiency in IT tools; coding experience or expertise strongly preferred (quant background not required). Curious, proactive, and capable of independent thinking. Strong sense of ownership, integrity, and work ethic. Fluent in French and English.

All files will be treated with the utmost confidentiality.

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