Beschreibung

* Portfolio, Markets, Operations & Client Support
* Well-established financial Services Company

## About Our Client ##

Our client is a well-established financial services company based in Geneva and other international financial places.

## Job Description ##

* Onboarding;
* Analyzing and monitoring clients' portfolios using the proprietary software;
* Conducting portfolio analysis and preparing high-quality reports integrating performance metrics, market trends, and economic insights;
* Support client-facing activities, including presentations, portfolio reviews, and system demonstrations;
* Collaborating with internal teams to optimise and improve proprietary software, processes, and workflows;
* Supporting operational tasks to ensure smooth execution of reporting, deliverables, and day-to-day processes ;
* Leading or contributing to cross-functional projects across the organisation, driving innovation, operational improvements, and business growth;
* Training to junior staff;
* Reporting ad-hoc to the clients and the Management;
* Participating in the day-to-day in the office.

## The Successful Applicant ##

* Graduated from a Master of Science in Finance;
* Engagement in CFA program highly appreciated;
* Minimum five years experience in portfolio analysis and client support;
* Strong understanding of financial markets, macroeconomic dynamics, and portfolio impacts;
* Excellent knowledge of financial instruments across asset classes (Equity, Fixed Income, FX, Commodities, Alternatives);
* Experience in financial analysis, client presentations, and portfolio reviews;
* Coding skills a strong plus (Java, VBA, Python or Power Querry);
* Fluent in English and French;
* Excellent writing and communication skills;
* Highly motivated, positive attitude and a willingness to commit to the long-term;
* Swiss or holder of a valid working permit.

## What's on Offer ##

Our client offers a 100% permanent contract within a dynamic, challenging and collaborative working environment. Remote access could also be allowed on this position.

Quote job ref

JN-052026-7008376

Job Function

Banking & Financial Services

Specialisation

Portfolio / Fund / Asset Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-052026-7008376

Job Nature

Home Office