Investment Analyst
vor 24 Stunden
Ref: 587ASISWPB
Title: Investment Analyst
Location: Zurich
Salary: Attractive
Date: 14th January 2026
Our client is seeking an Investment Analyst to support the development and delivery of the firm's investment solutions. The role will contribute to business growth, supporting commercial initiatives, and ensuring the effective structuring and management of client portfolios in line with investment objectives.
Duties Include:
- Contribute to the growth of assets under management by introducing and managing a personal book of client relationships.
- Serve as Technical Lead and Investment Specialist, contributing to the definition and development of the firm's asset management proposition and investment product offering.
- Lead the design and implementation of a CRM solution to support client relationship management, including integration with portfolio and risk management systems.
- Oversee the integration of trade execution capabilities with the firm's custodial banking partners.
- Support Relationship Managers by providing portfolio analysis, investment recommendations, and ongoing investment support for client mandates.
The ideal candidate will have a background in private banking, asset management, or investment solutions, with a strong understanding of high-net-worth client requirements from a product and portfolio construction perspective. The role requires excellent communication skills and the ability to collaborate effectively with portfolio managers, technology teams, relationship managers, and external partners to design, implement, and maintain scalable investment products and platforms.
If you are interested in this opportunity, please email your C.V. to or call Altus Search on for a confidential discussion.
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