Beschreibung
- You are fluent in English.
- You have 4-5 years experience in a similar experience.
About Our Client ##
Multi-Family Office
Job Description ##
Key ResponsibilitiesClient Coverage & Relationship Management
- Participate in and prepare for client meetings, including the preparation of supporting materials, portfolio reviews, and presentations.
- Serve as a trusted point of contact for clients, ensuring timely and professional responses to enquiries and requests.
- Communicate portfolio updates, investment decisions, and performance information clearly and effectively.
- Ensure all client actions and follow-up items are tracked and completed efficiently.
Portfolio Management & Implementation
- Assist in the management and monitoring of client portfolios in line with investment objectives, risk profiles, and liquidity requirements.
- Prepare portfolio rebalancing recommendations and implementation proposals.
- Monitor portfolio exposures, cash balances, and asset allocations across multiple asset classes.
- Work closely with senior investment professionals to support portfolio construction and ongoing portfolio management activities.
Trade Execution & Operational Oversight
- Prepare and coordinate trade instructions with banks, custodians, and external providers.
- Monitor the execution process and ensure transactions are completed accurately and within established procedures.
- Follow up on outstanding orders and ensure proper documentation and record keeping.
- Maintain high standards of operational accuracy and compliance with internal controls and approval processes.
Reporting & Data Management
- Review portfolio reporting data and validate the accuracy of holdings, valuations, and performance information.
- Coordinate with custodians, administrators, and service providers to resolve discrepancies and data issues.
- Prepare high-quality client reports, presentations, and investment updates.
- Assist in maintaining comprehensive portfolio records across both public and private investments.
Investment Support
- Conduct portfolio-related analysis and assist with monitoring investment positions across asset classes.
- Contribute to investment research, manager reviews, and due diligence efforts as required.
- Support the investment team with ad hoc analyses relevant to client portfolios and investment opportunities.
The Successful Applicant ##
We are seeking an individual who combines professionalism, intellectual curiosity, strong execution skills, and a genuine commitment to client service.
The ideal candidate will demonstrate:
- A Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
- Approximately 3 to 5 years of experience within a family office, private bank, wealth management firm, external asset manager, or investment advisory environment.
- Excellent communication and interpersonal skills, with the ability to build trusted relationships internally and externally.
- A strong sense of ownership and accountability, with a willingness to take responsibility for outcomes and see tasks through to completion.
- Strong organisational skills and exceptional attention to detail.
- Sound understanding of portfolio management principles and financial markets.
- Advanced Excel skills and confidence working with investment and reporting data.
- Experience using Bloomberg and other financial market tools.
- Familiarity with portfolio reporting systems such as QPLIX, DAPM, or similar platforms would be advantageous.
- Ability to manage multiple priorities while maintaining a high level of accuracy.
- Fluent English, both written and spoken. Additional languages are an asset.
- CFA Level I completed or progression within the CFA Program would be viewed favourably.
Personal AttributesSuccess in this role requires an individual who is:
- Client-centric and service-oriented.
- A collaborative and supportive team player.
- Highly organised and detail-focused.
- Professional, discreet, and dependable.
- Proactive and solution-oriented.
- Adaptable in a dynamic and entrepreneurial environment.
- Committed to maintaining the highest standards of integrity and professionalism.
What's on Offer ##
Why Join?This is an outstanding opportunity to join a respected and growing multi-family office, working closely with sophisticated clients and experienced investment professionals across a broad range of asset classes. The role offers meaningful responsibility, exposure to complex portfolios, and long-term professional development within a highly collaborative culture.
Quote job ref
JN-092026-7101747
Job Function
Banking & Financial Services
Specialisation
Portfolio / Fund / Asset Manager
Industry
Financial Services
Where
Geneva
Contract Type
Permanent
Job Reference
JN-092026-7101747