Description

* You have 3-4 years experience as an Investment Analyst, cross-asset.
* You speak fluently English.

## About Our Client ##

Our client is a small-sized company within the financial services sector in Geneva.

## Job Description ##

Key ResponsibilitiesPortfolio Data & Reporting

* Ensure 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 & Analysis

* Conduct 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 & Monitoring

* Support 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 Management

* Assist 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.





## The Successful Applicant ##

**Profile & Requirements**

We are seeking candidates who demonstrate professionalism, reliability, curiosity, attention to detail, and a collaborative mindset.

* University degree in Finance, Economics, Management, or a related discipline
* Approximately 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 insights
* Mastery of Excel; familiarity with analytical tools or automation is welcomed
* Experience 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 setting
* Excellent command of English; other languages are a plus
* CFA studies or charter strongly appreciated



We will only consider people living in Switzerland and/or with a valid work permit.

## What's on Offer ##

This 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.

Quote job ref

JN-122025-6896478

Job Function

Banking & Financial Services

Specialisation

Portfolio / Fund / Asset Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-122025-6896478