Investment Analyst
vor 1 Woche
Our client is looking to recruit an Investment Analyst to strengthen its investment team. The organisation manages diversified portfolios across global public and private markets, including traditional asset classes as well as alternative and illiquid investments.Investment Analyst - cross assetOur client is a small-sized company within the financial services sector in Geneva.Description Key Responsibilities Portfolio Data & ReportingEnsure the accuracy of private investment data, including the review of capital account statements, distribution notices, and alternative investment documentation.Maintain and validate client portfolios within the portfolio consolidation system, ensuring data integrity and reliable reporting.Support the ongoing development and robustness of the firm's data and portfolio management infrastructure.Investment Research & AnalysisConduct detailed analysis on individual securities, funds, private investments, and client portfolio exposures.Monitor macroeconomic themes, market developments, and emerging investment opportunities.Prepare investment memos, reports, and presentations for internal meetings and client discussions.Due Diligence & MonitoringSupport due diligence on external fund managers, co-investments, and direct private investments.Liaise with external stakeholders, including custodians, fund managers, and service providers, to facilitate transactions and resolve operational matters.Portfolio ManagementAssist with portfolio monitoring, rebalancing, and execution oversight across multiple banks and jurisdictions.Track execution quality and ensure compliance with internal guidelines.Participate in client update calls and contribute to portfolio review discussions.ProfileProfile & RequirementsWe are seeking candidates who demonstrate professionalism, reliability, curiosity, attention to detail, and a collaborative mindset.University degree in Finance, Economics, Management, or a related disciplineApproximately 3-4 years of experience in investment-related roles (asset management, wealth management, family office, or investment operations)Strong quantitative and analytical skills, with the capacity to turn complex data into clear insightsMastery of Excel; familiarity with analytical tools or automation is welcomedExperience with financial information platforms (Bloomberg or similar)Knowledge of portfolio reporting or consolidation tools (experience with DAPM is beneficial)Ability to manage several tasks simultaneously in a fast-paced settingExcellent command of English; other languages are a plusCFA studies or charter strongly appreciatedWe will only consider people living in Switzerland and/or with a valid work permit.Job OfferThis position offers a unique opportunity to gain hands-on exposure across all asset classes within a collaborative and entrepreneurial family office environment. The successful candidate will develop a broad investment skill set while contributing directly to the firm's long-term investment strategy and operational excellence. jidb04c28bafr jit1249afr jpiy25afr
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Investment Analyst
vor 1 Woche
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to recruit an Investment Analyst to strengthen its investment team. The organisation manages diversified portfolios across global public and private markets, including traditional asset classes as well as alternative and illiquid investments.Investment Analyst - cross assetOur client is a small-sized company within the financial...
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Investment Analyst
vor 1 Woche
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to recruit an Investment Analyst to strengthen its investment team. The organisation manages diversified portfolios across global public and private markets, including traditional asset classes as well as alternative and illiquid investments.Investment Analyst - cross assetOur client is a small-sized company within the financial...
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Reporting / Junior Investment Analyst
Vor 5 Tagen
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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Reporting / Junior Investment Analyst
Vor 6 Tagen
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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Reporting / Junior Investment Analyst
Vor 6 Tagen
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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Reporting / Junior Investment Analyst
Vor 6 Tagen
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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Reporting / Junior Investment Analyst
Vor 6 Tagen
Geneva, Schweiz Michael Page Switzerland VollzeitOur client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (, DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.Reporting / Junior...
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Equity Analyst
Vor 5 Tagen
Geneva, Schweiz Lotus Partners VollzeitDescription 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....
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Analyst Sourcing
vor 2 Wochen
Geneva, Schweiz ALBEDIS - GENEVE VollzeitFor one of our clients, active in the real estate sector and based in Geneva, we are offering a position as Analyst Sourcing & Transactions - DACH sector - (EN - ALL - FR) H/FPermanent position 100% workload Analyst Sourcing & Transactions - DACH region - (EN - ALL - FR) H/FDESCRIPTION DE LA MISSION The role focuses primarily on the German and Swiss real...
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Business Analyst – Private Banking
vor 2 Wochen
Geneva, Schweiz Taleo Consulting VollzeitMission. Do you want to start an ambitious and challenging career? Would you like to work in an exciting and fun environment? Do you thrive in work environments that push you to be your best? Taleo Consulting is a management consulting group with offices in Luxembourg, Paris, Brussels, Amsterdam, Geneva, Zurich, Barcelona, Singapore, and Lisbon. As a young...
